Take: * The private sector AI market will ultimately be far bigger than public sector, just as with the original Internet * Anthropic has gained a real lead in the private sector in the last 2 months * Government models were never going to be as lobotomized as private sector, same as any weapons * OpenAI has stumbled in the private sector, this is a life-preserver for them * If you ignore all the posturing all around (Trump, Hegseth, Amodei) this is not actually a particularly big deal * This has zero to do with ethics, safety, or “alignment.” Those are red herrings. Those ships sailed 2 years ago. * Longer term, as model performance gains wane, the faster iterations and larger n of private sector use will lead to much faster end-to-end stack performance improvements due to scaffolding * As happened with previous generations of computing, consumer will lead enterprise will lead government and eventually consumer-grade stack, lobotomized or not, will lead * In the medium term, Anthropic will be back in business with the government once the Dems are back * In the short term this outcome is good for the industry; OpenAI needed a bailout and this is it; Anthropic now has a clearer mission: be the Apple of AI