M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what comes next for Anthropic and its CEO, Dario Amodei. Tune in to hear what the “supply chain risk” label could mean and AI’s growing role in defense work. We also cover Apple’s rumored trio of AI devices, Siri’s latest delays, and the Netflix–Warner Bros. Discovery deal falling apart as Paramount jumps in. 00:00:00 - Introduction 00:00:34 - Anthropic's Dispute with the Pentagon 00:02:12 - Implications of the Dispute 00:24:15 - The Potential Impact on Anthropic 00:30:51 - OpenAI's Involvement in the Dispute 00:32:18 - Predictability and Backlash of OpenAI's Involvement 00:33:58 - Potential Implications for OpenAI and Other Companies 00:47:35 - Implications of AI Implementation and Strategy 00:49:15 - Speculation on Amazon and OpenAI Partnership 00:51:51 - Analysis of Netflix, Warner Brothers, and Paramount Deal