The Enemy of My Enemy is Still a Corporation

Apr 13, 2026·
muckrAIkers
muckrAIkers
· 2 min read

In this episode, Jacob and Igor break down the DoD vs. Anthropic standoff, tracing how Claude’s use in military operations led to Anthropic being designated a supply chain security risk. Perhaps more importantly, why did Anthropic choose to take a stand now, and what can that tell us about the corporations behavior moving forward. The investigation is used as a case study in how to read the real motivations behind big institutions: intrinsic values, rational self-interest, and realpolitik.

EPISODE RECORDED 2026.03.17; TRANSCRIPT

Chapters

00:00 ❙ Introduction
00:44 ❙ DoD-Anthropic Standoff
15:08 ❙ 3 Buckets of Motivation
35:39 ❙ How to Read What They're Actually Doing
44:04 ❙ Is This Designation Even Real?
53:39 ❙ Recap (Pragmatist's Playbook)

DoD vs. Anthropic Media Coverage

  • TechPolicy.Press article - A Timeline of the Anthropic-Pentagon Dispute
  • TechPolicy.Press podcast episode - How to Think About the Anthropic-Pentagon Dispute
  • BBC news article - Anthropic vows to sue Pentagon over supply chain risk label
  • Mayer Brown blogpost - Anthropic Supply Chain Risk Designation Takes Effect — Latest Developments and Next Steps for Government Contractors
  • CNN news article - Anthropic says the Pentagon’s supply chain risk label will have less business impact than feared
  • BBC news article - Big Tech backs Anthropic in fight against Trump administration
  • Gary Marcus substack article - Is the US military actually afraid of Claude?
  • The Information news briefing - Anthropic CEO Apologizes for Internal Memo Lashing Out at Trump
  • The Information news briefing - Anthropic Says Defense Department Move Has Killed Deals
  • The Guardian article - AI got the blame for the Iran school bombing. The truth is far more worrying
  • Palantir YouTube video - Multi-Domain AI: The Future of Command and Control
  • CNBC news article - Palantir is still using Anthropic’s Claude as Pentagon blacklist plays out, CEO Karp says
  • Fortune article - Palantir CEO Alex Karp says there was ‘never a sense’ AI products would be used for domestic surveillance in Anthropic-DoD feud
  • The Guardian news article - Iran war heralds era of AI-powered bombing quicker than ‘speed of thought’
  • The Washington Post news article - Anthropic’s AI tool Claude central to U.S. campaign in Iran, amid a bitter feud

Other Sources

  • Into AI Safety podcast episode - Drawing Red Lines w/ Su Cizem
  • Journal of Economic Behavior & Organization paper - Pre-commitment in bargaining with endogenous credibility
  • Important Context substack article - Peter Thiel’s Secretive Spending
  • Global Investigative Journalism Network article - Introduction to Investigative Journalism: Following the Money