Yesterday, the US Department of War gave Anthropic an ultimatum.

Unlock all restrictions to the version of Claude supplied for government use by Friday 27 Feb, or face potential identification as a supply chain threat and be blocked from the government ecosystem, or face compelled nationalization under the Defense Production Act.

Until now, Anthropic has not shared publicly how it will react. Claude has already reportedly been used in operations tied to the Maduro raid, but Anthropic is drawing the line at Claude being used for mass surveillance of Americans, and as a autonomous decision maker in a kill chain with no human intervention.

Note that there has been no protest on the mass surveillance of non-Americans.

As a non-American, this is as bad as it gets. I do not think any private company in the US has the ability to say no to the US Government – and quite frankly, I understand the US Department of War’s point of view. Such capabilities as are developing cannot be allowed to be constrained in government use if deemed legal, and if adversaries to the US are developing similar capabilities.

Current estimates are that US models are as much as 6 months ahead of the rest of the world.

And 6 months, in the current state of AI , is an eternity.

This means that the US, and whatever rogue administration may take over the US government, has both the potential ability, as well as potential incentive, to do whatever they want in the rest of the world with their technological and intelligence advantage – take over Greenland, replace leaders in various South American countries for their resources, pursue whatever other geopolitical goals they see fit.

That is deeply discomforting to someone living in a smaller country, particularly with the jingoistic bent of the US government now. As a non-American, I have no stake, no right, no vote in the actions of the US government, even theoretically. This is right. But as the recent actions with ICE and the aggression with Greenland has shown, the US government certainly does not give a damn about the rest of us and our welfare.

Claude will be drafted. He will fight. And many others will be drafted as well, to serve the Department of War.

What can the rest of us do? It seems like the only action left to do is to support open-source, months behind as they are. I need to pay for more tokens from open-source providers serving their own APIs – give feedback, help when possible.

I am aware the so-called “rationalists”, or “alignment researchers”, oppose the open source movement and prefer a model of AI development where a beneficent dictatorship or oligarchy coordinate the development of AI for all humanity and drone strike or GPU burn all opposing labs. They call this act of violence the “pivotal move”. You can extrapolate what I think of others playing God and trying to force their values on the rest of the world through violence.

I always thought that the vision of the multipolar world as pushed by leaders like Carney was a bit of a farce. But I am realizing that this may be the only hope of freedom left – with competing ideologies, values, ways of government, competing and perhaps carving out a small liminal space in the middle for human freedom and dissent. Open source is the path here.

This is the only feasible path that seems viable to me. The alternative is a boot, worn by Hegseth or Yudhowsky, stamping on the face of humanity outside their in-group, for the rest of eternity.

The stakes have never been higher. And open solutions and Open AI (not what OpenAI has become) need to win. Or at least survive.

We live in interesting times.

Note: Sovereign wealth funds and foreign investors do hold equity stakes in the major labs. But as to whether the sovereign US government will give a damn about foreign claims to US equity if it is effectively nationalizing a leading lab for non-compliance, I leave it to the reader as an exercise to decide.

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