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美国AI公司与五角大楼的争吵说明,“科技共和国”已死
Guan Cha Zhe Wang· 2026-02-27 01:26
这是一场会被载入史册的行动。然而事实证明,这次行动所依赖的技术,或许与你点开的另一个浏览器 标签页中的技术如出一辙。 【文/艾略特·利维,翻译/鲸生】 今年1月,美军在加拉加斯采取行动。炸弹纷纷落向委内瑞拉首都,一种声波武器让马杜罗的卫兵们鼻 子鲜血直流,华盛顿多年来一直试图扳倒的尼古拉斯·马杜罗被掳走。 美国媒体报道称,Anthropic公司的人工智能模型Claude——平日里帮助数百万人起草电子邮件、归纳文 件内容和写代码的模型——已嵌入此次突袭行动的规划与执行流程,通过亚历山大·卡普的帕兰提尔 (Palantir)公司的工具运行——这家公司二十年来始终致力于将硅谷编织进美国的国防体系中。 对Claude模型而言,过去几周颇为忙碌:其不断改进的编程能力还被认为导致了美国软件股数万亿美元 的市值蒸发(被业内称为"软件服务末日论",SaaSpocalypse)。Anthropic的管理层想必对这两件事的其 中一件感到非常高兴;至于另一件,则远没有那么高兴。过去几个月以来,Anthropic一直试图对其模 型应该如何使用保留一定的发言权。尽管据报道,该公司愿意放宽其使用限制,但它仍希望得到保证, 即Claude ...
Anthropic Rejects Pentagon’s “Final Offer” in High-Stakes AI Safety Showdown
Stock Market News· 2026-02-26 23:08
Core Insights - The ethical boundaries of military AI are being challenged as Anthropic rejects a proposal from the U.S. Department of Defense (DoD) regarding the use of its Claude AI model [2][10] Group 1: Company Position and Actions - Anthropic has established two non-negotiable "red lines": its technology cannot be used for mass domestic surveillance or for autonomous weapons systems that operate without human intervention [3][10] - Anthropic has officially rejected the Pentagon's "best and final offer," maintaining its "safety-first" stance despite pressure [10] Group 2: Government and Military Response - The Pentagon argues that Anthropic's constraints are "impracticable" for modern warfare and insists that military operations should only adhere to existing U.S. law [3] - Defense Secretary Pete Hegseth has set a hard deadline for compliance, threatening to label Anthropic a "supply chain risk" or invoke the Defense Production Act (DPA) to enforce compliance [4][10] Group 3: Financial Implications - The ongoing dispute puts a $200 million contract at risk and could lead to Anthropic being banned from the broader defense ecosystem, affecting partners like Palantir, Amazon, and Alphabet [10] - For investors in Amazon and Alphabet, the escalation represents a significant geopolitical risk, as blacklisting Anthropic could lead to a sharp downward revision of its valuation and utility as a primary AI provider for AWS and Google Cloud [7]
Palantir's Billionaire Co-Founder Just Sold These 3 Unbelievable Stocks
Yahoo Finance· 2026-02-26 22:50
Few names carry as much weight in the tech world as Peter Thiel. His track record is legendary, as he co-founded both PayPal and Palantir. He was also one of Facebook's first outside investors. So when he makes moves with the portfolio of his hedge fund, Thiel Macro, investors should pay attention. And now that the latest round of Form 13Fs is available, we're able to see what his actions were during the fourth quarter of 2025. Will AI create the world's first trillionaire? Our team just released a repor ...
Ginkgo Bioworks (DNA) - 2025 Q4 - Earnings Call Transcript
2026-02-26 22:32
Ginkgo Bioworks (NYSE:DNA) Q4 2025 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsDaniel Marshall - Senior Manager of Communications and OwnershipJason Kelly - Co-Founder and CEOSteve Cohen - CFODaniel MarshallGood evening. I'm Daniel Marshall, Senior Manager of Communications and Ownership. I'm joined by Jason Kelly, our co-founder and CEO, and Steve Cohen, our CFO. Thanks as always for joining us. We're looking forward to updating you on our progress. As a reminder, during the presentatio ...
2 Unstoppable Tech Stocks to Buy Right Now for Less Than $1,000
Yahoo Finance· 2026-02-26 21:35
Global spending on artificial intelligence (AI) is forecast to reach $2.5 trillion in 2026, up 44% year over year, according to the researchers at Gartner. A significant portion of that money is expected to be allocated to AI infrastructure and AI software as businesses race to deploy generative AI at scale. Investors with $1,000 that they are ready to put to work in the market should consider opening stakes in technology companies such as Advanced Micro Devices (NASDAQ: AMD) and Palantir Technologies (N ...
Tech Sector Retreats as Nvidia Earnings Fail to Ignite Broader Rally
Stock Market News· 2026-02-26 19:07
Market Overview: A Day of "Sell the News" in TechThe U.S. stock market experienced a volatile session on Thursday, February 26, 2026, as investors grappled with a "buy the rumor, sell the news" reaction to blockbuster earnings from the world’s most valuable company. Despite reporting record-breaking revenue and a stellar outlook, Nvidia (NVDA) saw its shares tumble, dragging the tech-heavy Nasdaq Composite lower and creating a ripple effect across the semiconductor and artificial intelligence sectors.As of ...
Down 27%, Should You Buy the Dip on Palantir?
Yahoo Finance· 2026-02-26 18:35
Tech stocks, particularly those involved in artificial intelligence (AI), soared in recent years. But the past several weeks haven't been as bright. Investors have worried about AI spending levels and whether the growth opportunity would meet expectations. And that's weighed on shares of Palantir Technologies (NASDAQ: PLTR), a company that's been establishing itself as an AI giant as this AI boom progresses. Palantir has tumbled 27% since the start of the year. Now the question is: Should you buy this tec ...
I Was Skeptical Of C3.ai A Year Ago - It's Even Worse Now (Rating Downgrade)
Seeking Alpha· 2026-02-26 17:47
I am breaking down C3.ai, Inc. ( AI ), aka C3 stock, today, and it is not surprising to me that the company is underperforming after the string of negative catalysts we have witnessed over the lastI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct an ...
The Rotation Is Peaking
Seeking Alpha· 2026-02-26 17:11
I've been talking on and off about a market rotation since October last year, but most recently in “ The Mag 7 Hit A Critical Level. ” The short of it, to catch new readers up toWriter | Investment Advisor | Economics Wonk | Top 5% on TipRanks | Long Signal, Short Noise | Author of The Macro Obsession, a weekly newsletter on current events and trends in finance, tech, and the real economy. My work focuses on my quest to uncover narrative trends before mainstream financial media, a process I've been describi ...
Anthropic Wipes Billions Off Markets, Citrini Research Breakdown & more...
Maybe the Pentagon is wrong and they need to buy more Antropic and just point it at the enemy. It'll it'll bring China to its knees, right. >> This is 20VC with me, Harry Stabbings.This week we analyze anthropic security release, Figma's earnings breakdown, and of course, the Catrina research piece, which wiped billions off the stock market. >> When you are priced for perfection, anything less than perfection will be a kick in the nuts. If you look at all the publicly traded B2B companies, there's only one ...