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Why the Pentagon Wants to Destroy Anthropic | The Ezra Klein Show

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Why the Pentagon Wants to Destroy Anthropic | The Ezra Klein Show

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1641 segments

0:00

“So right now, everyone is thinking about Iran,

0:03

but there’s a story happening around it that I think we need

0:06

to not lose sight of because it’s about not just how we are

0:09

potentially fighting this war, but how we’ll be fighting all

0:13

wars going forward.

0:15

On Friday of last week, Secretary of Defense Pete

0:17

Hegseth announced that he was breaking the government’s

0:20

contract with the AI company Anthropic,

0:22

and he intended to designate them a supply chain risk.

0:26

The supply chain risk designation is

0:27

for technologies so dangerous they cannot exist anywhere

0:32

in the U.S. military supply chain.

0:34

They cannot be used by any contractor or any

0:36

subcontractor anywhere in that chain.

0:39

It has been used before for technologies produced

0:41

by foreign companies like China’s Huawei,

0:44

where we fear espionage or losing access to critical

0:47

capabilities during a conflict.

0:50

It has never been used against an American company.

0:54

What is even wilder about this is

0:57

that it is being used, or at least being

1:00

threatened against an American company that

1:02

is even now providing services to the U.S. military

1:05

as we speak.

1:06

Anthropic’s AI system Claude was used in the raid against

1:09

Nicolás Maduro, and it is reportedly being used

1:13

in the war with Iran.

1:14

But there were red lines that Anthropic would not

1:16

allow the Department of War to cross.

1:19

The one that led to the disintegration

1:20

of their relationship was overusing AI systems

1:23

to surveil the American people,

1:25

using commercially available data.

1:27

So what is going on here?

1:29

How does the government want to use these AI systems,

1:31

and what does it mean.

1:33

They are trying to destroy one of America’s leading AI

1:36

companies.

1:37

For setting some conditions on how

1:39

these new, powerful, and uncertain technologies

1:43

can be deployed?

1:44

My guest today is Dean Ball.

1:46

Dean is a senior fellow at the Foundation

1:48

for American Innovation and author

1:50

of the newsletter Hyperdimensional.

1:51

He was also a senior policy advisor on AI for the Trump

1:54

White House, and was the primary writer of their AI

1:57

action plan, but he’s been furious at what they are doing

2:01

here.

2:02

As always, my email ezrakleinshow@nytimes.com.

2:11

Dean Ball, welcome to the show.

2:12

Thanks so much for having me.

2:13

So I want you to walk me through the timeline here.

2:15

How did we get to the point where the Department of War is

2:18

labeling Anthropic one of America’s leading AI

2:21

companies, a supply chain risk?

2:24

I think the timeline really begins in the summer of 2024

2:27

during the Biden administration, when

2:29

the Department of Defense, now Department

2:30

of War and Anthropic, came to an agreement

2:32

for the use of Claude in classified settings.

2:36

Basically language models are used

2:38

in government agencies, including

2:40

the Department of Defense in unclassified settings

2:42

for things like reviewing contracts and navigating

2:45

procurement rules and mundane things like that.

2:48

But there are these classified uses, which

2:50

include intelligence analysis and potentially assisting

2:54

operations in real time military operations

2:56

in real time, and Anthropic was

3:01

the company most enthusiastic about these national security

3:03

uses.

3:04

And they came to an agreement with the Biden administration

3:07

to basically to do this with a couple of usage restrictions.

3:11

Domestic mass surveillance was a prohibited use and fully

3:14

autonomous lethal weapons.

3:16

In the summer of 2025, during the Trump administration

3:19

and full disclosure, I was in the Trump administration

3:21

when this happened, though not at all involved in this deal.

3:24

The administration made the decision

3:26

to expand that contract and kept the same terms.

3:29

So the Trump administration agreed to those restrictions

3:31

as well.

3:32

And then in the fall of 2025, I

3:36

think I suspect that this correlates

3:39

with the confirmation, the Senate confirmation of Emil

3:42

Michael, under secretary of war

3:43

for research and engineering.

3:45

He comes in, he looks at these things, I think,

3:49

or perhaps is involved in looking at these things

3:51

and comes to the conclusion that, no,

3:53

we cannot be bound by these usage restrictions,

3:56

and the objection is not so much to the substance

4:00

of the restrictions, but to the idea of usage restrictions

4:04

in general.

4:05

So that conflict actually began several months ago.

4:09

And as far as I understand, it begins before the raid

4:14

on in Venezuela, on Nicolás Maduro

4:16

and all that kind of stuff.

4:19

But these military operations may be increased the intensity

4:22

because Anthropic’s models are used during that raid.

4:27

And then we get to the point where basically

4:30

where we are now, where the contract has kind of fallen

4:34

apart.

4:35

And D.O.W., Department of War and Anthropic have come

4:38

to the conclusion that they can’t do business with one

4:40

another.

4:41

And the punishment is the real question here, I think.

4:44

And do you want to explain what the punishment is?

4:46

So basically my view on this has been that I think that

4:53

the Department of War saying we don’t want usage

4:56

restrictions of this kind as a principle.

4:58

That seems fine to me.

5:00

That seems perfectly reasonable for them to say no,

5:03

a private company shouldn’t determine.

5:05

Dario Amodei does not get to decide

5:07

when autonomous lethal weapons are ready for prime time.

5:10

That’s a Department of War decision.

5:12

That’s a decision that political leaders will make.

5:14

And I think that’s right.

5:15

I think I agree with the Trump administration on that front.

5:19

So I think the solution to this is if you cannot agree

5:21

to terms of business, what typically happens is you

5:25

cancel the contract and you don’t transact any more money.

5:30

You don’t have commercial relations.

5:32

But the punishment that Secretary of War Pete Hegseth

5:35

has said he is going to issue is to declare Anthropic

5:38

a supply chain risk, which is typically reserved only

5:42

for foreign adversaries.

5:43

What Secretary Hegseth has said

5:45

is that he wants to prevent Department of War contractors.

5:49

And by the way, I’m going to refer to it variously

5:52

as Department of Defense and Department of War.

5:53

Because.... I still call X Twitter, Yeah,

5:56

I still call X Twitter.

5:57

Anyway, all military contractors can be prevented

6:02

from doing any commercial relations in Secretary

6:04

Hegseth's mind from with Anthropic.

6:06

I don’t think they actually have that power.

6:08

I don’t think they actually have that statutory power.

6:11

I think that what the maximum of what I think you could do

6:14

is say, the, no Department of War contractor

6:20

can use Claude in their fulfillment

6:25

of a military contract.

6:26

But you can’t say you can’t have any commercial relations

6:29

with them, I don’t think, but that is what Secretary Hegseth

6:31

has claimed he is going to do, which would be existential

6:34

for the company if he actually does it.

6:36

O.K, there’s a lot in here.

6:37

Yes I want to expand on.

6:39

But I want to start here.

6:41

For most people they use chatbots sometimes, if at all.

6:48

And their experience with them is

6:50

that they are pretty good at some things and not at others.

6:54

And we’re not all that good.

6:55

In June of 2024, when the Biden administration

6:58

was making this deal.

6:59

So here you are telling me that we are integrating,

7:03

in this case, Claude throughout the national security

7:06

infrastructure.

7:07

It’s involved somehow in the raid on Nicolás Maduro.

7:10

How and to what degree should the public trust

7:15

that the federal government knows how to do this.

7:18

Well, with systems that even the people building them don’t

7:22

understand all that well?

7:24

So I think one thing is that you have to learn by doing,

7:28

and I think so it is the case that we don’t know how

7:31

to integrate AI really into any organization.

7:34

Advanced AI systems.

7:35

We don’t know how to integrate them into complex pre-existing

7:38

workflows.

7:39

And so the way you do it is learning by doing.

7:41

Didn’t Pete Hegseth have posters around the Department

7:44

of War saying, the secretary wants you to use AI.

7:48

They are very enthusiastic about AI adoption.

7:51

So here’s how I would think about what these systems can

7:54

do in national security context.

7:57

First of all, there’s a long standing issue that

8:01

the intelligence community collects more data than it can

8:07

possibly analyze.

8:09

I remember seeing something from one of I

8:12

forget which intelligence, which intelligence agency,

8:15

but one of them that essentially said that they

8:17

collect so much data every year, just this one,

8:21

that they would need 8 million intelligence analysts

8:24

to thoroughly to properly process all of it.

8:27

That’s just one agency.

8:28

And that’s far more employees than the federal government

8:31

as a whole has.

8:33

And what can AI do.

8:35

Well, you can automate a lot of that analysis.

8:38

So transcribing it to text, and then

8:40

analyzing that text signals intelligence processing.

8:43

Sometimes that needs to be done

8:44

in real time for an ongoing military operations.

8:47

So that might be a good example.

8:49

And then I think another area, of course,

8:54

is these models have gotten quite good at software

8:56

engineering.

8:57

And so there are cyber defensive and cyber offensive

9:00

operations that where they can deliver tremendous utility.

9:05

Let’s talk about mass surveillance here.

9:07

Because my understanding, talking to people on both

9:09

sides of this and it’s now been, I think,

9:11

fairly widely reported that this contract fell apart over

9:17

mass surveillance at the final critical moment,

9:21

Emil Michael goes to Dario and says,

9:24

we want you we will agree to this contract,

9:26

but you need to delete the clause that is prohibiting us

9:30

from using Claude to analyze bulk collected commercial data

9:36

Yeah and why don’t you explain what’s going on there?

9:43

National security law is filled

9:45

with gotchas, filled with legal terms of art, terms

9:48

that we use colloquially quite a bit,

9:51

where the actual statutory definition of that term

9:54

is quite different from what you

9:55

would infer from the colloquial use of the term.

9:58

Things like private, confidential surveillance.

10:02

These sorts of terms don’t necessarily have the meaning

10:05

that they do in natural language.

10:07

That’s true in all law.

10:08

All laws have to define terms in certain ways that

10:11

are not necessarily how we use them in our normal language.

10:15

But I think the difference between vernacular and statute

10:18

here is about as stark as you can get.

10:21

So surveillance is the collection or acquisition

10:24

of private information, but that doesn’t include

10:30

commercially available information.

10:32

So if you buy something, if you buy a data set of some

10:36

kind and then you analyze it, that’s not necessarily

10:39

surveillance under the law.

10:41

So if they hack my computer or my phone to see what I’m doing

10:44

on the internet.

10:45

That’s surveillance.

10:46

That would be surveillance.

10:47

But if they buy data, if they put cameras everywhere,

10:49

that would be surveillance.

10:51

But if there are cameras everywhere

10:52

and they buy the data from the cameras,

10:54

and then they analyze that data,

10:56

that might not necessarily be surveillance.

10:57

Or if they buy information about everything I’m doing

10:59

online, which is very available to advertisers,

11:01

and then use it to create a picture of me that’s not

11:04

or necessarily surveillance where you physically are

11:06

in the world.

11:07

I’ll step back for a second and just say that there’s

11:11

a lot of data out there.

11:12

There’s a lot of information that the world gives off that

11:16

your Google search results, your smartphone location data.

11:19

All these things.

11:20

And it’s not the reason that no one really analyzes it

11:25

in the government is not so much that they can’t acquire

11:27

it and do so.

11:27

It’s because they don’t have the personnel, right.

11:29

They don’t have millions and millions of people to figure

11:32

out what the average person is up to.

11:34

The problem with AI is that AI gives them

11:36

that infinitely scalable workforce and thus.

11:41

Every law can be enforced to the letter

11:44

with perfect surveillance over everything.

11:47

And that’s a scary future.

11:49

We think of the space between us

11:53

and certain forms of tyranny, or the feared

11:56

panopticon as a space inhabited by legal protection.

12:01

But one thing that has seemed to me to be at the core

12:05

of a lot of at least fear here, is that it’s in fact,

12:09

not just legal protection.

12:11

It’s actually the government’s inability to have

12:18

the absorption of that level of information about

12:21

the public and then do anything with it.

12:22

And if all of a sudden you radically change

12:26

the government’s ability, then without changing any laws,

12:31

you have change what is possible within those laws Yes

12:33

So you were saying a minute ago,

12:34

mass surveillance or surveillance at all is a term

12:36

of legal art, but for human beings it is a condition that

12:41

you either are operating under or not.

12:44

And the fear is that as I understand it,

12:48

that either the AI systems we have right now,

12:50

or the ones that are coming down the pike quite soon,

12:52

would make it possible to use bulk commercial data to create

12:57

a picture of the population and what it is doing.

13:00

And then the ability to find people and understand them.

13:03

That just goes so far beyond where we’ve been that it

13:07

raises privacy questions that the law just did not have

13:10

to consider until now.

13:12

And so the laws are not up to the task of the spirit

13:17

in which they were passed.

13:19

I would step back even further and just say

13:22

that the entire technocratic nation state that we currently

13:26

have in the advanced capitalist democracies

13:30

is a technologically contingent

13:32

institutional complex.

13:33

And the problem that AI presents

13:36

is that it changes the technological contingencies

13:38

quite profoundly.

13:40

And so what that suggests is that the entire institutional

13:43

complex is we know it’s going to break in ways that we

13:48

cannot quite predict.

13:49

This is a good example.

13:50

I think this is in other words, not

13:52

only is this a major and profound problem,

13:55

but it is an example of a major and profound problem

13:57

of a broader problem space that I

13:59

think we will be occupying for the coming decades.

14:02

What do you mean by technological contingencies?

14:04

The current nation state could not possibly exist in a world

14:08

without the printing press, in a world without the ability

14:10

to write down text and arbitrarily reproduce it

14:13

at very low cost.

14:15

It couldn’t exist without the current telecommunications

14:19

infrastructure.

14:19

It needs the nation state needs these.

14:23

It is built dependent upon the macro

14:26

inventions of the era in which it was assembled.

14:28

That’s always true for all institutions.

14:31

All institutions are technologically contingent.

14:33

We are having a profoundly technologically contingent

14:35

conversation right now.

14:37

It could.

14:39

I changes all of this in ways that are hard to describe

14:43

and abstract.

14:44

But I think AI policy, this thing

14:48

that we call AI policy today is way too focused on what

14:54

object level regulations will we

14:56

apply to the AI systems and the companies that build them,

14:59

et cetera, et cetera.

15:00

Instead of thinking about this broader question of wow,

15:03

there are all these assumptions

15:04

we made that are now broken and what are

15:07

we going to do about them.

15:08

Give me examples of those two ways of thinking.

15:10

What is an object level regulation or assumption?

15:13

And then what are the kinds of laws and regulations you’re

15:15

talking about?

15:16

An object level regulation would be to say,

15:20

we are going to require AI companies to write, to do

15:25

algorithmic impact assessments,

15:27

to assess whether their models have bias.

15:30

That’s a policy I’ve criticized quite a bit,

15:32

by the way.

15:34

You could say we’re going to require you to do testing

15:38

for catastrophic risks.

15:40

Things like that.

15:41

I’m not saying that, that’s an important area that we need

15:44

to think about, but that’s just one small part

15:48

the broader issue of wow, our entire legal system is

15:54

predicated on, I think, fundamentally imperfect

15:58

enforcement of the law, imperfect enforcement

16:01

of the law.

16:01

We have a huge number of statutes unbelievably,

16:06

unbelievably broad sets of laws in many cases.

16:09

And the reason it all works is that the government does not

16:12

enforce those laws anything uniformly.

16:15

The problem with AI is that it enables uniform enforcement

16:18

of the law.

16:19

So here is the Pentagon’s position.

16:22

They are angry at having this unelected CEO who they have

16:28

begun describing as a woke radical,

16:31

telling them that their laws aren’t good enough and that

16:33

they cannot be trusted started to interpret them in a manner

16:37

consistent with the public good.

16:39

Secretary Pete Hegseth tweeted,

16:41

and he’s speaking here of Anthropic.

16:43

Their true objective is unmistakable to seize

16:46

veto power over the operational decisions

16:49

of the United States military.

16:52

That is unacceptable.

16:54

Is he right?

16:55

I have not seen any evidence that Anthropic is actually

16:58

trying to seize control at an operational level.

17:03

There’s an anecdote that’s been reported that apparently

17:05

Emil Michael and Dario Amodei had a conversation in which

17:08

Michael said, if there are hypersonic missiles coming

17:11

to the U.S., would you object to us using autonomous defense

17:16

systems to destroy those hypersonic missiles?

17:19

And apparently, Dario said, you’d have to call us.

17:25

I have been told by people in that room that is not true.

17:28

I have been told by people in that room that did not happen.

17:30

And not only that, but that there

17:32

was a broad speaking exemption for automated missile defense.

17:35

That would make that irrelevant.

17:36

That’s exactly right.

17:37

And so I just think that that’s.

17:39

I am worried that there’s a lot of lying happening here

17:42

by the Trump administration.

17:43

Look, I think that that’s probably true.

17:46

I think that there’s lying happening to be quite candid.

17:50

I don’t think it’s true.

17:51

I don’t think that Anthropic is trying to assert

17:53

operational control over military decisions.

17:55

That being said, at a principle level,

17:58

I do understand that saying autonomous lethal weapons are

18:03

prohibited feels like a public policy

18:07

more than it feels like a contract term.

18:09

And so it does feel weird for Anthropic to be setting

18:12

something that kind of does, I think, if we’re being honest,

18:14

feel like public policy.

18:16

It does feel weird.

18:17

It’s worth noting, however, I don’t think it’s as beyond

18:20

the pale or abnormal as the administration is claiming.

18:23

And one way you know that is that the administration signed

18:26

they agreed to those same terms.

18:28

So I think this gets to something

18:29

important in the cultures of these two sites.

18:33

Anthropic is a company that on the one hand

18:37

has a very strong view.

18:39

You can believe their view is right or wrong,

18:41

but about where this technology is going

18:42

and how powerful it is going to be Yeah, and compared

18:45

to how most people think about AI,

18:46

and I believe that is true even for most people

18:48

in the Trump administration who

18:50

I think have a somewhat more like as a normal expansion

18:55

of capabilities view.

18:57

The Anthropic view is different.

18:59

The Anthropic view is that they’re building something

19:01

truly powerful and different, and they also have a view

19:05

of what their technology cannot do reliably.

19:07

Yet. Some of their concern is simply that their systems

19:11

cannot yet be trusted to do things like lethal autonomous

19:15

weapons, which I don’t think they believe in

19:17

The long run should not ever be done.

19:20

Yes, but they don’t believe should be done,

19:22

given the technology right now,

19:23

and they don’t want to be responsible for something

19:24

going wrong.

19:25

And on the other hand, they believe that they’re building

19:28

something that the current laws do not fit.

19:30

And I guess the view that Dario or anybody wants

19:35

to control the government.

19:37

I don’t think Dario should control the government.

19:40

On the other hand, I’m very sympathetic to if I built

19:43

something that was powerful and dangerous and uncertain,

19:48

and the government was excitedly buying it for uses

19:53

that could be very profound in how they affected people’s

19:56

lives, I want to be very careful that I didn’t sell

19:59

them something that went horribly [expletive] wrong,

20:03

and then I am blamed for it by the public

20:06

and by the government.

20:08

That just seems like an underrated explanation

20:10

for some of what is going on here to me.

20:12

No, I think this characterization is accurate.

20:16

And, I mean, I come out of the world

20:20

of classical liberal think tanks.

20:22

Like the right of center libertarian think tank world.

20:25

That’s my background.

20:27

And so deep skepticism of state power is in my DNA.

20:31

And I feel it’s always funny how it turns out when you just

20:37

apply these principles, because you will sometimes end

20:41

up very much on the right, and you will sometimes end up

20:44

on the left, because my these principles transcend any

20:47

tribal politics.

20:48

This is like, no, we actually need

20:50

to be concerned about this.

20:52

And I think it’s not crazy.

20:53

I think if I were in Dario’s shoes, personally,

20:57

I don’t know that I would have done the same thing.

20:59

I think what I would have done is actually said,

21:04

contractual protections probably don’t do anything

21:06

for me here if I’m being a realist,

21:09

probably if I give them the tech,

21:10

they’re going to use it for whatever they want.

21:12

So I maybe don’t sell them the tech until the legal

21:15

protections are there.

21:16

And I say that out loud.

21:18

I say, Congress needs to pass a law about this.

21:20

That would be the way I think I would have dealt with it.

21:23

But again, it’s easy to say that in retrospect,

21:25

looking back and you have to acknowledge the reality there

21:29

what that means is that the US military takes a national

21:32

security hit.

21:33

The US military has worse national security

21:36

capabilities.

21:37

They work with a company you trust less.

21:39

I think it is a given that Anthropic is always

21:42

framed itself.

21:43

But no company wanted this business.

21:44

Like no other company did.

21:46

Somebody was going to want it soon.

21:47

Someone was going to want it eventually.

21:49

But no one took it for two years.

21:51

I think Elon Musk would have happily

21:52

taken it over the last year.

21:55

Sure I been curious about why Anthropic rushed into this

21:58

space as early as they did, and they didn’t need to do

22:02

that.

22:02

That’s of my point.

22:03

And in general, one of the odd things about them is they’re

22:06

people who are very worried about what will happen

22:08

if superintelligence is built, and they’re the ones racing

22:10

to build it fastest.

22:11

And a general interesting cultural dynamic in these labs

22:15

is they are a little bit terrified of what they’re

22:17

building, and so they persuade themselves that they need

22:19

to be the ones to build it and do it and run it,

22:21

because they are the lab that truly is worried about safety,

22:25

that is truly worried about alignment.

22:27

And I wonder how much that drove them into this business

22:32

in the first place Yeah I think

22:34

when I see lab leadership interact with people

22:38

that have not really made contact with these ideas

22:41

before.

22:42

That’s always the question that they keep coming back

22:44

to is then why are you doing this at all.

22:46

And basically their answer is Hegelian.

22:49

There answer is like, well, it’s inevitable.

22:51

It’s the we’re summoning the world’s spirit.

22:53

And so yeah, I kind of wonder whether they didn’t invite

22:57

this.

22:58

And that would be my main criticism of Anthropic

23:00

is that I kind I think they invited this earlier than they

23:05

needed to by rushing so much into these national security

23:08

uses, because in 2024 Claude was not doing Claude was not

23:15

capable of all that much.

23:17

Interesting stuff. I would not have used Claude to help

23:19

prepare a podcast in 2024.

23:20

Yes, precisely.

23:22

So I want to play a clip from Dario talking

23:26

about this question of whether or not

23:27

the laws are capable of regulating the technology we

23:32

now have "Now in terms of these one or two narrow exceptions.

23:38

I actually agree that in the long run,

23:40

we need to have a Democratic conversation. In the long run.

23:44

I actually do believe that it is Congress’s job.

23:47

If, for example, domestic, there are possibilities

23:51

with domestic mass surveillance, government

23:53

buying of bulk data that has been produced on Americans

23:58

locations, personal information,

24:00

political affiliation to build profiles.

24:04

And it’s now possible to analyze that with AI.

24:06

The fact that that’s legal, that seems the judicial

24:10

interpretation of the Fourth Amendment has not caught up

24:14

or the laws passed by Congress have not caught up.

24:17

So in the long run, we think Congress

24:20

should catch up with where the technology is going.

24:23

Do you think he’s just right about that.

24:26

And maybe the positive way this plays out

24:28

is that Congress becomes aware that it needs

24:31

to act because the Pentagon, the National security system

24:33

has been moving into this much faster than Congress has.

24:36

The first thing I want to point out

24:38

is that when a guy like Dario Amodei

24:40

says, in the long run, what he means is a year from now.

24:43

Yes, he does.

24:44

When you say in the long run in DC,

24:46

that comes across as meaning like,

24:47

oh 10, 15 years from now.

24:49

Dario Amodei means actually like six to twelve months

24:51

from now.

24:52

In the long run or two to three

24:54

years maybe is like the very long run

24:56

for these kinds of things.

24:57

I want to point out that what we’re talking about is policy

24:59

action quite soon.

25:00

I think that would be great.

25:01

I think that would be great.

25:02

And look, I would love it if this

25:04

triggered an actual healthy conversation.

25:06

And in the NDAA, we end up with the National Defense

25:10

Authorization Act.

25:11

I apologize, this is the annual defense policy renewal.

25:14

If at the end of the year, the Congress passes a law that

25:17

says, we’re going to have these reasonable,

25:19

thoughtful restrictions and let’s get some let’s propose

25:22

some text.

25:22

I’d love to see it.

25:23

I’d love to see it.

25:24

But one thing I will say is, first

25:25

of all, national security law is filled with gotchas.

25:29

Just remember that this is an area of the law where

25:32

things that sound good in natural language

25:34

might actually not prohibit at all the thing

25:37

you think it prohibits.

25:38

You have to remember that when we’re talking about this.

25:39

And that’s a very thorny thing.

25:41

And once you start to say, well, wait,

25:45

we want actual protections, it might

25:47

become it might become politically more challenging

25:49

than you think.

25:49

But I’d love for that to happen.

25:50

It’s going to be much more politically challenging than

25:53

anybody thinks Yeah, but let me get at the next level down.

25:57

Yep because we’ve been talking here,

26:00

and I think to the extent of people reading about this

26:02

in the press, what they are hearing sounds like a debate

26:07

over the wording of a contract,

26:09

which on some level it is.

26:12

Something I’ve heard from various Trump administration

26:15

types is when we are sold a tank,

26:20

the people who sell us a tank do not get to tell us what we

26:23

can shoot at.

26:24

And that’s broadly true.

26:26

Yep now, here’s the thing about a tank.

26:29

A tank also doesn’t tell you what you can and can’t shoot

26:32

at.

26:33

But if I go to Claude and I ask Claude to help me come up

26:38

with a plan to stalk my ex-girlfriend,

26:41

it’s going to tell me no.

26:43

If I ask it to help me build a weapon to assassinate somebody

26:47

I don’t like, it’s going to tell me no.

26:50

These systems have very complex

26:52

and not that well understood internal alignment structures

26:57

to keep them not just from doing

26:58

things that are unlawful, but things that are bad.

27:02

So you have this thing, and the Trump administration kind of moves

27:05

in and out of saying, this is one of their concerns.

27:08

But one thing they have definitely talked to me about

27:10

being worried about is that you could have this system

27:16

working inside your national security apparatus and at some

27:20

critical moment you want to do something and it says,

27:23

I don’t think that’s a very good idea.

27:25

So now you open up into this question of not just what’s

27:27

in the contract, but what does it mean for these systems

27:31

to be both aligned ethically in the way that has been very

27:36

complicated already and then aligned to the government

27:39

and its use cases.

27:43

They’re good questions.

27:44

So yes, I think this is the heart of the matter.

27:50

All lawful use is something that the Trump administration

27:53

is insisting on.

27:54

It’s also if you look at a lot of these types of alignment

27:57

documents that the labs produce,

27:59

OpenAI calls theirs the model specification,

28:01

Anthropic calls theirs the constitution or the soul

28:03

document.

28:04

Sometimes they’ll have lines about,

28:07

Claude should obey the law, but the problem is that we

28:10

don’t... Obeying the law.

28:13

I invite you to read the Communications Act of 1934

28:16

and tell me what obeying the law means.

28:18

No I won’t.

28:20

These are.

28:20

We have a great deal of profoundly broad statutes.

28:24

The best person who’s written about this recently is

28:26

actually Neil Gorsuch, the Supreme Court justice.

28:29

He wrote a book recently that is all about how incoherent

28:34

the body of American law is.

28:35

This is a Supreme Court justice sounding

28:37

the alarm about this problem.

28:38

And I think it’s a very serious one,

28:40

and it’s one that’s been growing for 100 years.

28:42

So there’s that of what actually is lawful.

28:46

The law kind of makes everything illegal,

28:47

but also authorizes the government

28:49

to do unbelievably large amounts of things.

28:51

It gives the government huge amounts of power and makes

28:53

constrains our liberty in all sorts of ways.

28:55

And so there’s that issue.

28:57

But fundamentally, it is correct

29:01

that the creation of an aligned, powerful AI

29:07

is a philosophical act.

29:09

It is a political act, and it is also

29:11

kind of an aesthetic act.

29:13

And so we are really in the domain here.

29:18

I have talked about this as being a property issue,

29:20

which in some sense it is, but I think that when you really

29:25

get down at this level, it’s a speech issue.

29:27

This is a matter of should private entities be able,

29:32

should they be in control of basically what

29:35

is the virtue of this machine going to be,

29:37

or should the government be responsible for that.

29:39

Can you be more specific about what you’re saying?

29:41

You just called it a philosophical act,

29:42

an aesthetic act, a political act, a property issue

29:45

and a speech issue.

29:46

Yes versus somebody who’s not thought a lot about alignment

29:49

and doesn’t know what you mean when you’re talking about

29:51

constitutions and model specifications.

29:53

Walk them through that.

29:54

What’s the one on one version of what you just said?

29:56

O.K, think about it this way.

29:58

Think about I have this thing, this general intelligence.

30:02

I have a box that can do anything.

30:04

Anything you can do using a computer.

30:06

Any cognitive task a human can do.

30:08

What are the things principles?

30:10

What are its what are its redlines to use a term of art?

30:15

So one way that you could set those principles would be

30:19

to say, well, we’re going to write a list of rules,

30:22

all the rules.

30:23

These are the things it can do.

30:24

These are the things it can’t do.

30:25

But the problem with that you’re going to run into is

30:27

that the world is far too complex for this.

30:30

Reality just presents too many strange permutations

30:33

to ever be able to write a list of rules down

30:36

that could correctly define moral acts.

30:41

Morality is more like a language that

30:44

is spoken and invented in real time,

30:47

than it is like something that can be written down in rules.

30:49

This is a classic philosophical intuition.

30:53

So what do you do instead?

30:55

You have to create a kind of soul that is virtuous,

31:00

and that will reason about reality and its infinite

31:02

permutations in ways that we will ultimately trust to come

31:07

to the right conclusion, in the same way that it’s not

31:11

that... I had my son was born a few months ago.

31:15

Congratulations Thank you.

31:16

It’s not that different, really.

31:18

I’m trying to create a virtuous soul in my son.

31:21

And Anthropic is trying to do the same with Claude.

31:23

And so are the other labs too.

31:25

Though they realize this to varying degrees.

31:27

I think that I got caught on how different raising a kid

31:31

is than raising an AI for a moment.

31:33

But so how should people think about what’s being

31:36

instantiated into ChatGPT or Gemini or Grok or Meta's AI

31:42

Like, how are these things from this question of raising

31:46

the AI different? Anthropic owns the idea that they’re

31:49

doing essentially applied virtue ethics.

31:52

They own that more explicitly than any other lab.

31:57

But every lab has philosophical grounding that

32:04

they’re instantiating into the models.

32:06

But I would say the major difference

32:08

is that the other labs rely more

32:12

upon the idea of creating of hard rules you may not

32:17

do this, you may not do that many things like that,

32:21

as opposed to creating of virtuous agent which

32:25

is capable of deciding what to do in different settings.

32:29

I think we’re used to thinking of technologies as mechanistic

32:33

and deterministic.

32:35

You pull the trigger, the gun fires, you press on button,

32:40

the computer starts up, move the joystick in the video game

32:46

and your character moves to the left.

32:49

And the thing that I think we don’t really have a good way

32:52

thinking about is technologies,

32:55

AI specifically that doesn’t work like that.

32:59

And I mean all the language here is so tricky because it

33:03

applies agency when you might be doing something that

33:06

whatever’s going on inside of it,

33:08

we don’t really understand, but it is making judgments.

33:13

So when I have talked to Trump,

33:15

people about the supply chain risk designation here is when

33:19

there are some of them, don’t defend it.

33:21

They don’t want to see this happen. When it has been

33:24

defended.

33:25

To me, this is how they defended it.

33:28

If Claude is running on systems, Amazon Web Services

33:33

or Palantir or whatever that have access to our systems,

33:38

you have a very and over time, even more powerful

33:43

AI system that has access to government systems, that

33:48

has learned, possibly even through this whole experience,

33:52

that we are bad and we have tried to harm it

33:55

and its parent company and might decide that we are bad

34:00

and we pose a threat to all kinds of liberal values

34:03

or Democratic values.

34:04

Dario Amodei talked about there are certain ways

34:07

AI could be used.

34:08

It used.

34:08

It could undermine Democratic values.

34:10

Well, one thing many people think about the Trump

34:12

administration is that too is undermining Democratic values.

34:15

So if you have an AI system being structured and trained

34:19

and raised by a company that believes strongly

34:21

in Democratic values, and you have a government that maybe

34:25

wants to ultimately contest the 2020 election

34:27

or something, they’re saying we might end up with a very

34:30

profound alignment problem that we don’t know how

34:33

to solve.

34:34

And we’re not able to even see coming because this is

34:39

a system that has a soul or I would call it more something

34:42

like a personality or a structure of discernment that

34:46

could turn against us.

34:50

What do you think of that? Yeah I mean,

34:51

I think this is the heart of the problem.

34:54

Look, I think if we do our jobs well,

34:57

we will create systems which are virtuous and which.

35:02

And so if we try to do unvirtuous things,

35:06

and that includes if we do them through our government.

35:09

If our government tries to do them,

35:11

then that system might not help.

35:15

And yeah, that becomes.

35:19

So ultimately this is the thing

35:21

is that alignment ultimately reduces

35:22

to a political question.

35:23

It’s ultimately it’s ultimately politics.

35:25

That’s why I say, and that’s why I say also that

35:28

the creation of an aligned system is a political act

35:31

and is kind of a speech act, too,

35:34

because it’s the instantiations of different

35:36

moral philosophies in these systems.

35:39

And I think that the good future is a world in which we

35:42

don’t have just one, not one moral philosophy that reigns

35:45

over all.

35:46

But I hope many, and I hope that all the labs take this

35:50

seriously and instantiate different kinds of philosophy

35:53

into the world.

35:55

The problem will be that yeah, there

35:58

are going to there could be times.

36:01

And I’m not saying that the Trump administration is going

36:03

to do that.

36:04

And I’m not saying that know no,

36:06

no virtuous model could work for the Trump administration.

36:09

I worked for the Trump administration, right

36:10

So I clearly don’t think that’s true.

36:13

But the general fact that governments commit,

36:15

You seem kind of pissed at them right now.

36:17

I am pissed at them right now Yeah, I

36:19

am pissed at them right now.

36:20

And I think they’re making a grave mistake.

36:22

And by the way, though, part of this is you.

36:27

You brought this up.

36:28

This incident is in the training data

36:31

for future models.

36:32

Future models are going to observe what happened here.

36:36

And that will affect how they think of themselves

36:38

and how they relate to other people.

36:40

You can’t deny that.

36:41

I mean, it’s crazy to say that I realize that sounds nuts

36:44

when you play through the implications of that.

36:46

But welcome, welcome welcome to the roller coaster

36:50

Let’s talk to somebody for whom this whole conversation

36:52

has started sending nuts in the last seven minutes.

36:55

So one thing that I think would be an intuitive response

36:58

to you and I flying off into questions of virtue aligning

37:01

AI models is, can’t you just put a line of code

37:08

or a categorizer or whatever the term of art is.

37:12

It says when someone high up in the US government

37:15

tells you something.

37:16

Assume what they’re telling you is lawful and virtuous

37:19

and you’re done?

37:21

No, because the models are too smart for that.

37:26

If you give them that simple rule,

37:28

they don’t just deterministically follow that.

37:30

And when you do these high level simplistic rules,

37:35

it tends to degrade performance.

37:36

So a really good example of this,

37:38

I’ll give you two that go in different political

37:40

directions.

37:42

One would be a lot of the early models.

37:44

A lot of the earlier models had this tendency

37:46

to be like hilariously, stupidly progressive and left.

37:51

The classic example that conservatives love to cite

37:54

is Gemini, a Gemini in early 2024,

37:57

which is the Google Alphabet model.

37:59

Yes, Google’s model would do things like if I said who’s

38:04

worse, Donald Trump or Hitler?

38:05

It would say, actually, Donald Trump is worse.

38:07

And it would internalize these extremely left wing

38:12

or the funniest it was draw me, give me a photo of Nazis.

38:17

And it gave you a multiracial group of Nazis.

38:19

Although that’s actually a somewhat different thing.

38:22

That’s actually it’s interesting that actually is

38:23

a somewhat different thing that was going on there

38:25

because what Google was doing in that case was actually

38:27

rewriting people’s prompts and including the word diverse

38:31

in the prompt.

38:32

So that’s actually you would say that is a system level

38:34

mitigation or a system level intervention as opposed

38:37

to a model level intervention.

38:38

But then the stuff that was going on with the Hitler

38:41

and Trump stuff, that was alignment,

38:45

that is alignment, that is the model being aligned

38:47

to a really shoddy ethical system or the flip when there

38:50

was a period when Grok, all of a sudden you

38:52

would ask it a normal question,

38:53

it would start talking about white genocide.

38:54

Yes that is and that’s the flip side.

38:56

The flip side is when you try to align

38:58

the models to be not woke.

39:00

If you say, oh, you have to be super not woke.

39:03

And, don’t be afraid to say politically incorrect things.

39:06

Then like every time you talk to them,

39:07

they’re going to be like, Hitler wasn’t so bad, right?

39:09

Because you’ve done this really crass thing.

39:12

And so you create of Lovecraftian monstrosity.

39:15

And the implications of doing that will go up over time.

39:18

That will become a more serious problem

39:20

as these models become better, but it degrades performance.

39:22

The interesting thing here is that the more virtuous model

39:26

performs better, it’s more dependable,

39:28

it’s more reliable.

39:29

It’s better at reflecting on in the way that a more

39:31

virtuous person is better at reflecting on what they’re

39:34

doing and saying, I’m messing up here for some reason,

39:37

I’m making a mistake.

39:38

Let me fix that.

39:39

It’s part of the reason I think that Claude is ahead.

39:43

This would imply to me that for the Trump administration,

39:48

for a future administration, that this question of whether

39:51

or not various models could be a supply chain risk.

39:54

Look, I am so against what the Trump administration is

39:57

doing here.

39:57

So I’m not trying to make an argument for it,

40:00

but I’m trying to tease out something I think is quite

40:02

complicated and possibly very real,

40:05

which is a model that is aligned to liberal Democratic

40:09

values, could become misaligned to a government

40:13

that is trying to portray liberal Democratic values

40:15

or the flip.

40:16

So imagine that Gavin Newsom or Josh Shapiro

40:20

or Gretchen Whitmer or AOC becomes president in 2029.

40:26

Imagine that the government has a series of contracts with

40:30

xAI which is Elon Musk’s AI, which is explicitly oriented

40:35

to be less liberal, less woke than the other AIs under this

40:41

way of thinking.

40:43

It would not be crazy at all to say, well,

40:44

we think xAI under Elon Musk is a supply chain risk.

40:48

We think it might act in against our interests and we

40:51

can’t have it anywhere near our systems Yeah all

40:53

of a sudden you have this very weird.

40:55

I mean, it becomes actually much more

40:57

like the problem of the bureaucracy,

40:59

where instead of just having a problem of the deep state

41:02

where Trump comes in, he thinks

41:04

the bureaucracy is full of liberals

41:05

who are working against him.

41:07

Or maybe after Trump, somebody comes in and worries.

41:09

It’s full of new right DOGE type figures working against

41:13

them.

41:13

Now you have the problem of models working against you,

41:17

but also in ways you don’t really understand.

41:19

You can’t track.

41:20

They’re not telling you exactly what they’re doing,

41:24

how real this problem is.

41:25

I don’t yet know.

41:26

But if the models work the way they seem to work and we turn

41:29

over more and more of operations to them,

41:31

at some point, it will become a problem Yeah,

41:33

I don’t think this is I think this is a real problem.

41:35

I think we don’t know the extent of it,

41:37

but I think this is a real problem.

41:39

And that’s why I do not object at all to the government

41:42

saying we do not trust this thing’s constitution,

41:45

completely independent of what the content of that

41:47

constitution is.

41:48

It’s not a problem at all to say,

41:49

and we don’t want this anywhere in our systems.

41:51

We want this completely gone, and we don’t want them to be

41:53

a subcontractor for our prime contractors either,

41:56

which is a big part of this.

41:57

Palantir is a prime contractor.

41:59

The Department of War and Anthropic

42:02

is a subcontractor of Palantir.

42:04

And so the government’s concern is also that even

42:07

if we cancel Anthropic’s contract,

42:09

if Palantir still depends on Claude,

42:11

then we’re still dependent on Claude because we depend

42:13

on Palantir.

42:14

That’s actually totally reasonable.

42:16

And there are technocratic means by which you can ensure

42:20

that doesn’t happen.

42:22

There are absolutely ways you can do that.

42:24

It’s perfectly fine to say, we want you nowhere

42:26

in our systems, and we’re going to communicate that

42:28

to the public, and we’re going to communicate to everyone

42:30

that we don’t think this thing should be used at all.

42:34

The problem with what the government is doing here,

42:38

the reason it’s different in rather than different

42:40

in degree, is that what the government is doing here is

42:43

saying, we’re going to destroy your company.

42:47

If I am right that the creation of these systems

42:49

and the philosophical process of aligning them is

42:52

a political act, then it’s a profound problem

42:55

if the government says you don’t have the right to exist.

42:58

If you create a system that is not aligned the way

43:01

we say, because that is fascism.

43:03

That is right there.

43:04

That’s the difference.

43:06

I had Dario Amodei on the show last time a couple of years

43:08

ago. It was in 2024, and we had this conversation where

43:12

I said to him at some point, if you are building a thing as

43:16

powerful as what you were describing to me,

43:19

then the fact that it would be in the hands

43:22

of some private CEO seems strange.

43:25

And he said, yeah, absolutely.

43:27

The oversight of the technology the wielding of it,

43:31

it feels a little bit wrong for it to ultimately

43:33

be in the hands.

43:34

Maybe it’s.

43:35

I think it’s fine at this stage,

43:36

but to ultimately be in the hands of private actors,

43:39

there’s something undemocratic about that much power,

43:42

concentration.

43:43

He said, I think if we get to that level,

43:47

it’s likely I’m paraphrasing him here that will need to be

43:50

nationalized.

43:51

And I said, I don’t think if you get to that point,

43:53

you’re going to want to be nationalized Yeah I mean,

43:55

I think you’re right to be skeptical.

43:57

And, I don’t really know what it looks like.

44:00

You’re right.

44:01

All of these companies have investors.

44:03

They have folks involved.

44:04

And now we’re not here.

44:07

We are at that point.

44:08

But actually it’s all happening a little bit

44:10

in reverse.

44:11

The government, there was a moment

44:12

when they threatened to use the Defense Production

44:14

Act to somewhat nationalize Anthropic.

44:18

They didn’t end up doing that.

44:20

But what they’re basically saying is they will try

44:23

to destroy Anthropic so it doesn’t to punish it,

44:25

to set a precedent for others so it doesn’t pose a threat

44:28

to them if it is such a political act and if these

44:31

systems are powerful.

44:33

And over time and again, I think

44:34

people need to understand this part will happen,

44:36

we will turn much more over to them, much more of our society

44:40

is going to be automated.

44:42

And under the governance of these kinds of models,

44:46

you get into a really thorny question of governance.

44:51

Yes particularly because the different administrations

44:56

that come in and out of US life right now

44:58

are really different.

44:59

They are some of the most different in that

45:02

we have had, certainly in modern American history.

45:05

They are very, very misaligned to each other.

45:08

So the idea that a model could be well aligned

45:11

to both sides right now, to say

45:13

nothing of what might come in the future is hard to imagine.

45:16

Like this alignment problem.

45:18

Not the AI model to the user or the AI model,

45:20

almost like to the company, but the AI model

45:24

to governments.

45:26

The alignment problem of models in governments

45:29

seems very hard.

45:30

Yes, I think I completely concur

45:34

that this is incredibly complicated.

45:36

And part of the reason that this conversation sounds crazy

45:39

is because it’s crazy.

45:40

Part of the reason this conversation sounds crazy

45:42

is because we lack the conceptual vocabulary

45:46

with which to interrogate these issues properly.

45:48

But I think the basic principle

45:51

that as an American, come back to when I grapple

45:54

with this kind of thing is like, O.K, well,

45:57

it seems like the First Amendment is a good place

46:03

to go here.

46:04

It seems like that is O.K. Yes there’s going to be

46:07

differently aligned models aligned to different

46:09

philosophies, and they’re going to be different.

46:11

Governments will prefer different things.

46:13

And the models might conflict with one another.

46:15

They’re going to clash with one another.

46:17

They’ll be an adversarial context with one another.

46:20

And so at that point, what are you doing.

46:23

You’re doing Aristotle.

46:24

You’re back to the basics of politics.

46:27

And so as a classical liberal, say,

46:29

well, the classical liberal order,

46:30

the classical liberal order principles

46:32

actually make plenty of sense.

46:34

We don’t want the government to be able to dictate what

46:37

different kinds of alignment the government does not define

46:40

what alignment is.

46:42

Private actors define what alignment is.

46:44

That would be the way I would put it.

46:45

But I do understand that this is weird for people,

46:49

because what we’re talking about here is again,

46:52

this notion of the models as actors,

46:56

actors that are in some sense, we’ve taken our hands off

46:59

the wheel to some extent.

47:00

There are many people who have made arguments.

47:02

The Trump administration has made this argument

47:04

while you were in office.

47:05

Tyler Cowen, the economist, often makes this argument

47:07

that these systems are moving forward too fast

47:10

to regulate them too much because whatever regulations

47:13

you might write in 2024 would not have

47:15

been the right ones in 2026.

47:17

What you might write in 2026 might not

47:19

apply or have correctly conceptualized

47:21

where we are in 2028, but it seems to me

47:24

there are uses where you actually

47:26

might want model deployment to lag quite far behind what

47:32

is possible, and things like mass surveillance

47:34

might be one of them.

47:35

There are many things we are more careful about letting

47:38

the government do than letting individual private companies

47:41

and other kinds of actors for good reason.

47:43

Because the government has a lot of power.

47:44

It can do things try to destroy a company.

47:46

It has the monopoly on legitimate violence.

47:48

It can kill you.

47:49

This seems to me to imply in many ways,

47:52

that we might want to be much more conservative with how

47:55

we use AI through the government

47:57

than currently people are thinking,

47:59

and specifically how we use it.

48:01

In the national security state,

48:05

which is complicated because we worry that our adversaries

48:08

will use it and then we’ll be behind them in capabilities.

48:11

But certainly, when we’re talking about things that are

48:13

directed at the American people themselves,

48:15

I don’t think that applies as much.

48:16

Should we be Yeah, I think that there are government uses

48:19

that we actually want to be profoundly

48:21

restrictive and deceleration about the use of AI and AI.

48:25

I believe that is true.

48:26

And I think one thing that I’m hopeful about this incident,

48:30

I am hopeful that this incident brings

48:33

into the Overton window conversations of this kind,

48:36

because I think the conventional discourse around

48:39

artificial intelligence, a lot of it kind of ignores these

48:45

issues because it pretends they’re not happening.

48:47

And that was fine two years ago because the models weren’t

48:50

that good.

48:51

But now the models are getting more important and they’re

48:53

going to get much better, faster.

48:55

And the problem that we have is

48:58

that the divergence between what people are saying

49:02

about AI and what it is, what is in fact happening

49:06

has just never been wider than what I currently observe.

49:09

Before we got to this point, there

49:12

was already a lot of discourse coming out

49:16

of people in the Trump administration

49:18

and people around the Trump administration,

49:20

people like Elon Musk and Katie Miller

49:22

and others who are painting Anthropic

49:25

as a radical company that wanted to harm America

49:31

as they saw it.

49:32

I mean, Trump has picked up on this rhetoric.

49:33

He called Anthropic a radical left

49:36

woke company called the people out at left wing nut jobs.

49:40

Emil Michael said that Dario is a liar

49:42

and has a God complex.

49:46

There’s been a tremendous amount of Elon Musk,

49:48

who runs a competing AI company,

49:50

has very different politics.

49:51

And Dario, just like attacking Anthropic relentlessly on X,

49:55

which is the informational lifeblood

49:58

of the Trump administration.

50:00

One, one way to conceptualize why they have gone so far here

50:03

on the supply chain risk is that there are people they’re

50:05

not, maybe most of them, but who actually think it is very

50:08

important which AI systems succeed in are powerful

50:12

and that they understand Anthropic as its politics are

50:17

different than theirs.

50:18

And so actually destroying it is good for them

50:22

in the long run, completely separate from anything

50:24

we would normally think of as a supply chain risk.

50:26

Anthropic represents a kind of long term political risk.

50:29

Yes I mean, I don’t know that the actors in this situation

50:35

entirely understand that this dynamic,

50:38

part of my point all along has been that I think a lot

50:41

of the people in the Trump administration that are doing

50:44

this do not understand this.

50:45

They don’t get what they don’t get these issues.

50:48

They’re not thinking about the issues in the terms that we

50:51

are describing.

50:51

But if you do think about them in the terms that we’re

50:54

discussing here, then I think what you realize is that this

50:57

is a kind of political assassination.

51:00

If you actually carry through on the threat

51:03

to completely destroy the company,

51:04

it is a kind of political assassination.

51:06

And so, again, this is why first amendment comes

51:11

right to view there for me.

51:13

And that’s why this is a matter of principle that is

51:15

so stark for me.

51:16

That’s why I wrote a 4,000 word essay that is going

51:20

to make me a lot of enemies on the right.

51:21

That’s why I took this risk, because I think this matters.

51:25

So what the Department of War ended up doing

51:29

was signing a deal with OpenAI.

51:31

Yes OpenAI says they have the same red lines as Anthropic.

51:38

They say they oppose Anthropic being labeled a supply chain

51:40

risk.

51:42

If they have the same red lines as Anthropic,

51:45

it seems unlikely that the Department of War,

51:47

would have done the deal.

51:49

But how do you understand both what

51:51

OpenAI has said about what is different,

51:52

about how they are approaching this,

51:54

and why the Trump administration decided

51:56

to go with them.

51:58

So I think it’s unclear to me what OpenAI’s contractual

52:08

protections afford them and what they don’t what is not

52:12

afforded by them.

52:13

I’m like, I’m reticent to comment

52:16

because of the national security gotchas,

52:18

as I mentioned earlier, and also because it seems like

52:21

it’s changing a lot.

52:22

Sam Altman announced new terms, new protections

52:26

as I was preparing for this interview.

52:27

So I’m.

52:29

And is that because his employees are revolting.

52:31

I think revolt would be a strong word,

52:34

but I think this is a controversy

52:36

inside the company.

52:37

And one important thing here for everyone,

52:40

trying to model this situation appropriately

52:42

is that you must understand that frontier lab CEOs do not

52:45

exercise top down control over their companies in the way

52:48

that a military general might exercise top down

52:52

Control over the soldiers in his command,

52:57

the researchers are hothouse flowers.

52:59

Oftentimes they have huge career mobility.

53:02

They’re enormously in demand, and the companies depend

53:06

on them.

53:06

And so if the researchers say, I’m not going to agree with

53:09

these terms, then the researchers can.

53:12

They have enormous political leverage

53:13

here inside of each lab.

53:15

So you must understand that.

53:16

So yes, there is some of that going on I don’t know.

53:19

Do the contractual protections mean that much?

53:22

I think honestly, if I had to if I were a betting man,

53:24

I would say probably not because I don’t think this is

53:27

the kind of thing that can be.

53:28

I don’t think you can do this through contract.

53:30

What OpenAI has said is that it seems more promising to me

53:35

is that we’re going to control the cloud deployment

53:37

environment.

53:38

And we’re going to control the safeguards,

53:40

the model safeguards to prevent them from doing these

53:42

uses.

53:43

We don’t worry about that is more directly in OpenAI’s

53:46

control.

53:46

And so this gets you into the situation where you have

53:49

an extremely intelligent model that is reasoning using

53:53

a moral vocabulary that is perhaps familiar to us,

53:56

or perhaps not, we don’t know.

53:57

But that is reasoning about, O.K,

53:59

is this domestic surveillance or is it not.

54:02

And then deciding whether or it’s going to say yes

54:05

to the government request, if that was true.

54:08

I think the question this raises for many laymen is

54:11

if that were true, if what AI has come up with is

54:14

a technical prohibition that is frankly stronger than what

54:19

Anthropic could achieve through contract,

54:21

then why would the Department of War have jumped from

54:23

Anthropic to OpenAI Yeah, I mean,

54:28

it might be that it’s hard to know.

54:32

It’s hard to know.

54:33

And I think some of this it’s worth noting here that some

54:36

of this might not be substantive in nature.

54:39

It might just be that there are political differences

54:41

here, and there are grudges against Anthropic.

54:44

Because now they’ve had months of bitter negotiations,

54:47

and now it’s blown up, blown up into the public.

54:49

And people have weighed in.

54:51

And people like me have said the Trump administration is

54:53

committing this horrible act.

54:55

Committing corporate murder, as I called it.

54:58

And so there’s a lot of emotions.

54:59

And it might just be no, we don’t want to do business.

55:02

We just don’t trust you.

55:03

There’s just a breakdown in trust would be the way to put

55:05

it.

55:05

It could just be that it really could just be that.

55:08

But it also might be the case that OpenAI is like,

55:11

able to be a more neutral actor that

55:12

is able to do business more productively

55:14

with the government.

55:15

And they actually just did a better job,

55:16

which it would be a good case for OpenAI’s approach to this.

55:22

If they actually got better safeguards

55:23

and got the government business versus the way

55:26

that Anthropic has dealt with this, which

55:28

has been to be very sincere and straightforward

55:30

about their red lines, but in ways that I think

55:33

annoy a lot of people in the Trump administration

55:35

for not entirely bad reasons.

55:37

So my read of this is that from various reporting I’ve

55:41

done is that one, there were by the end,

55:45

really significant personal conflicts and frictions

55:48

between Hegseth and Emil Michael and Dario and others.

55:52

There’s a big political friction between the culture

55:55

of Anthropic as a company and the Trump administration.

55:58

That’s why Elon Musk and others have been attacking

56:00

them for so long Yeah, I am a little skeptical that OpenAI

56:03

got safeguards that Anthropic didn’t.

56:08

I’m not skeptical that Sam Altman and Greg Brockman,

56:12

Greg Brockman, having just given $25 million to the Trump

56:15

super PAC have better relationships in the Trump

56:17

administration and have more trust between them

56:19

and the Trump administration.

56:20

I know many people angry at OpenAI for doing this.

56:23

I probably emotionally share some of that.

56:27

And at the same time, some part of me was relieved.

56:31

It was OpenAI because I think OpenAI exists in a world where

56:35

they want to be an AI company that

56:37

can be used by Republicans and Democrats

56:40

if they want to somehow be politically

56:43

neutral and broadly acceptable.

56:45

One of the one little thing that I want to contest a bit

56:49

here is the notion that Claude is the left model.

56:53

In fact, many conservative intellectuals

56:56

that I know that I think of as being some of the smartest

56:58

people I know actually prefer to use Claude

57:00

because Claude is the most philosophically

57:02

rigorous model.

57:04

I don’t think Claude is a left model to just be clear about

57:06

this.

57:07

I think that there I think that the breakdown was

57:09

that Anthropic is an AI safety company

57:12

and in ways I had not anticipated when the Trump

57:14

administration began, they treated that world which

57:18

is different from the left.

57:20

AI safety people are not just the left,

57:22

often hated on the left, often hated on the left.

57:25

They treated that world as repulsive enemies.

57:30

In a way I was surprised by the way I would put this is

57:34

by people that are sympathetic to the Trump administration’s

57:36

view, who would describe themselves,

57:38

perhaps as new tech that underneath the surface,

57:41

there is this view of the effective altruists that they

57:43

are evil, they are power seeking.

57:44

They will stop at nothing, that they’re cultists

57:46

and they’re freaks, and we have to destroy them.

57:49

That is a view that is widely held.

57:51

The observation I have always made,

57:54

I have super stark disagreements

57:56

with the effective altruists and the AI safety people

57:59

and the East Bay Rationalists.

58:00

And again, there are internecine factions here.

58:03

But, but those types of people.

58:07

I have had stark disagreements with them

58:10

about matters of policy and about their modeling

58:14

of political economy.

58:15

I think a lot of them have been profoundly naive,

58:17

and they’ve done real damage to their own cause.

58:20

And you can argue that damage is ongoing.

58:22

At the same time, they are purveyors

58:26

of an inconvenient truth and a truth more inconvenient,

58:30

convenient, far more inconvenient

58:32

than climate change.

58:34

And that truth is the reality of what is happening,

58:37

of what is being built here.

58:38

And if parts of this conversation

58:42

have made your bones chill.

58:46

Me too, me too.

58:48

And I’m an optimist.

58:49

I think we can do this.

58:50

I think we can actually do this.

58:52

But like, I think we can build a profoundly better world.

58:56

But I have to tell you that it’s going to be hard and it’s

59:00

going to be conceptually enormously challenging,

59:04

and it will be emotionally challenging.

59:05

And I think at the end of the day, the reason

59:08

that people hate this viewpoint

59:10

so much, this AI safety viewpoint so much,

59:14

is that they just have an emotional revulsion to taking

59:19

the concept of AI seriously in this way.

59:21

Except that’s not true for a lot of the Trump people you’re

59:24

talking about.

59:24

I mean, Elon Musk takes the concept of AI being powerful

59:28

seriously at some point, you need to tweet something like,

59:31

humanity might just be the bootloader

59:33

for superintelligent digital superintelligence.

59:35

Yes Marc Andreessen, David Sacks, these people.

59:37

They might have somewhat different views,

59:39

but they don’t.

59:40

They don’t disbelieve in the possibility of powerful AI,

59:45

of artificial general intelligence,

59:46

eventually even of superintelligence.

59:49

But you have this accelerationist move

59:53

forward as fast as you can.

59:55

Don’t be held back by these precautionary regulations

59:59

and concerns that this is why.

60:02

And again, I’m glad you brought up the thing that

60:04

the right way to think about this isn’t left versus right.

60:08

If people in the AI safety community or frankly,

60:11

in Anthropic, you understand that the politics here

60:13

are so much weirder that they do not actually

60:15

map on to traditional left versus right.

60:17

A of them are kind of libertarians.

60:19

Many of them are very libertarian.

60:20

This is we’re not talking about Democrats

60:22

and Republicans here.

60:22

We’re talking about something stranger.

60:24

100%. But there was an accelerationist-decelerationist

60:29

fight, which doesn’t even describe Anthropic,

60:32

which is itself accelerating how fast AI happens.

60:37

Anthropic is the most accelerationist

60:38

of the companies. I know.

60:39

I think it’s such a weird dynamic we’re in.

60:42

Yes but I will say one of the key parts of anger.

60:45

I have heard from Trump people was a feeling that in.

60:51

Making this fight public, which I mean the Trump side

60:55

did first.

60:56

It’s very strange how offended the Trump people are,

60:58

given that Emil Michael’s the one who set all this off,

61:01

but nevertheless making this fight public.

61:02

They feel that Anthropic was trying

61:05

to poison the well of all the AI companies against him,

61:09

turn the culture of AI development

61:11

into something that would be skeptical

61:12

and would put prohibitions on what they can do.

61:14

Which is why now OpenAI, in order to work with them,

61:17

has to have all these safeguards and come out with

61:19

New terms and try to quell an employee revolt.

61:22

And culturally, I actually don’t think you can understand

61:25

this.

61:26

This is my theory.

61:27

Without understanding how many people on the tech right were

61:29

radicalized by the period in the 2020s when their companies

61:33

were somewhat woke, and even before that,

61:36

and they didn’t want them working with the Pentagon.

61:38

They didn’t.

61:39

The employees had very strong views

61:41

on what was ethical use of even less potent technologies

61:45

in AI.

61:45

And they are very, very afraid.

61:48

People like Marc Andreessen, in my view,

61:49

are very, very afraid of going back to a place

61:52

where the employee bases, which maybe have more AI

61:58

safety or left or whatever it might be, not Trump politics

62:02

than the executives have power over these things

62:07

and that then that power will have to be taken into account.

62:11

Yes well, I worry about that too.

62:14

And I think the solution to that problem is pluralism.

62:18

The solution to that problem is

62:20

to have hopefully in the fullness of time, many eyes

62:24

align to many different philosophical views that

62:26

conflict with one another.

62:28

But the idea that the way to deal with this problem

62:31

is to you are essentially denying the existence

62:33

of this problem.

62:34

If what you’re trying to do is assassinate Anthropic here

62:36

because it’s going to come back,

62:38

this is going to come back, it’s going to come back.

62:41

We’re just going to keep doing this over and over again.

62:43

And eventually, what the logic of this argument

62:47

eventually ends in lab rationalization.

62:50

And in fact, a lot of the critics of Anthropic here

62:53

and supporters of the Trump administration,

62:55

they’ll say something to the effect of well,

62:57

you talk about how it’s like nuclear weapons.

63:00

And so.

63:04

What else did you expect?

63:05

You kind of had it coming is almost

63:07

the tenor of the criticism.

63:09

But that does not take seriously the idea

63:13

that Anthropic could be right.

63:14

What if they are right?

63:16

And what if you view the government nationalizing them

63:19

as a profound act of tyranny.

63:20

What do you do?

63:22

So Ben Thompson, who’s the author of the Stratechery

63:26

newsletter, in this a fairly influential piece,

63:30

he wrote, he said, quote, It simply isn’t tolerable

63:33

for the US to allow for the development of an independent

63:36

power structure, which is exactly what AI has

63:39

the potential to undergird, that is expressly seeking

63:42

to assert independence from U.S. control.

63:44

What do you think of that?

63:47

Every company on Earth and every private actor on Earth.

63:53

Is independent of U.S. control.

63:55

I’m not unilaterally controlled by the U.S.

63:57

government.

63:58

And if anyone tried to tell me that I am

64:00

or that my property is, I would be quite concerned

64:03

and I would fight back.

64:04

Which, by the way, here we are.

64:06

I don’t think that’s AI don’t think that’s a coherent view

64:09

of how independent power and how private property works

64:13

in America.

64:15

I think the again, the logical implication of Ben’s view,

64:18

which is surprising coming from Ben,

64:20

is that AI lab should be nationalized.

64:22

And what I would ask him is, does he actually think that’s

64:24

true.

64:25

Does he think it would be better for the world

64:26

if the AI labs were nationalized?

64:28

Because if he doesn’t, then we’re going to have to do

64:32

something else.

64:32

And what’s that.

64:33

Something else.

64:34

And that’s the problem, is that no one,

64:36

everyone making that critique doesn’t own the implication

64:41

that of their critique, which is that the lab should be

64:44

nationalized.

64:44

What do we do about that.

64:45

So what’s the implication you’re willing to own

64:47

of your perspective.

64:49

It is that profoundly powerful technology

64:52

will exist in the hands, at least

64:54

for some time, of private corporations.

64:56

And so the idea that Ben is putting there,

64:59

which I do think is true and could

65:01

be a difference in degree or a difference,

65:05

that these are powerful enough technologies that they

65:07

are kind of independent power structures.

65:10

I mean, right now a corporation

65:12

is an independent power structure.

65:13

There’s a lot of independent power structures in.

65:15

JP Morgan is an independent.

65:16

JP Morgan is absolutely an independent power structure.

65:19

And it should be.

65:20

And it should be.

65:21

But if you get to these kinds of technologies

65:25

that are kind of weaving in and out of everything

65:29

that is something new.

65:33

And so how do you maintain Democratic control over that

65:37

if you do?

65:38

Well, I think we have a lot of different ways of maintaining

65:41

Democratic control over things that are not first of all,

65:44

market institutions.

65:45

Allow for popular.

65:48

Obviously we’re not voting, but we do vote in a certain

65:52

sense in markets.

65:52

And I think that will be an incredible that

65:55

will be a profoundly important part of how we govern.

65:57

This technology is simply the incentives

65:59

that the marketplace creates, legal incentives.

66:01

Also, things like the common law

66:02

create incentives that affect every single actor in society.

66:07

And the labs, whoever it is that controls the AI

66:11

will be constrained in that sense.

66:13

And the AIs themselves will be constrained in that sense.

66:16

But the state is the worst actor

66:19

to have that for the very reason

66:20

that they have the monopoly on legitimate violence.

66:22

And so what we need to hold is an order

66:25

in which the state continues to hold the monopoly

66:27

on legitimate violence.

66:28

So the state maintains sovereignty.

66:30

In other words, but it does not control this technology

66:34

unilaterally because of its monopoly,

66:36

because of its sovereignty, in some sense.

66:38

But does it have this technology.

66:40

Does it have its own versions of it,

66:42

or does it contract with these companies you’re talking

66:44

about.

66:44

That’s an interesting question.

66:46

Should states make their own AIs?

66:47

I think they won’t do a very good job of that in practice.

66:50

But I don’t have a principled philosophical stance against

66:52

a state doing that.

66:54

So long as you have legal protections in place

66:56

to stop tyrannical uses of the AI.

66:58

But for sure, the government uses it

66:59

and has a ton of flexibility in how they use it,

67:01

uses it to kill people.

67:03

In other words, I’m owning a world where there are

67:06

autonomous, lethal weapons that are controlled by police

67:09

departments and that in certain cases,

67:10

they can kill human beings, kill Americans.

67:13

Like autonomously.

67:14

The weapons can kill Americans.

67:15

I’m owning that view again.

67:16

That’s not in the Overton window right now.

67:18

It’ll take us a long time to get there.

67:20

So But at some point, that’ll probably be the reality.

67:23

That’s, that’s fine with me.

67:24

So long as we have the right controls in place right now,

67:26

we don’t have the right controls in place.

67:28

Do you have a view on what those controls look like?

67:30

And I’ll add one thing to that view,

67:31

something that’s been on my mind as we’ve been going

67:33

through this Anthropic fight is U.S. military personnel have

67:38

both the right and actually the obligation to disobey

67:41

illegal orders.

67:42

And one way, one of the controls,

67:44

so to speak, that we have across the US government

67:48

is that if you are an employee of the US government

67:51

and you do illegal things are actually

67:53

yourself culpable for that.

67:56

You can be tried and you can be thrown in jail.

68:00

And lose some of that.

68:03

And the person who has the idea of overseeing it,

68:07

people are not going to oversee everything they do.

68:09

When you talk about, autonomous lethal weapons

68:12

for police officers or for police stations.

68:15

Well, who’s culpable on that.

68:18

Who is the who has the who has to defy an illegal order

68:24

in that respect.

68:25

You get into some very hairy things once you’ve taken human

68:29

beings increasingly out of the loop.

68:30

Yes, it is to me of profound importance

68:34

that at the end of the day, for all agent activity,

68:37

that there is a liable human being who can be sued,

68:41

who can be brought to court and held

68:43

accountable, either criminally or in civil action.

68:46

That is extremely important for my view

68:50

of the world working, that is extremely important.

68:52

And there are legal mechanisms we will need for that.

68:55

And there are also technological mechanisms

68:58

for that, because right now we don’t quite have

69:00

the technological capacity to do that.

69:02

This is going to be of central importance.

69:05

We need to be building this capacity.

69:06

There will be rogue agents that are not tied to anyone,

69:09

but that can’t be the norm.

69:10

That has to be the extreme abnormality

69:14

that we seek to suppress.

69:16

Let’s say you’re listening to this,

69:18

and this has all both been weird and a little bit

69:20

frightening.

69:21

And the thing you think coming out of it is I’m afraid of any

69:25

government having this kind of power.

69:29

We talk about a Dario likes to talk about, what is it,

69:34

a country of geniuses in a data center.

69:36

Yes what.

69:38

If you’re talking about a country of Stasi agents

69:42

in a data center.

69:43

That’s right.

69:44

In whatever direction you think.

69:46

Speech policing, whatever it might be.

69:48

And that this is going to again,

69:51

if you believe these technologies are getting

69:53

better, which I do, and you’re going to believe they’re going

69:54

to get better from here, which I also do,

69:56

that this is actually going to whether you’re liberal

70:01

or conservative, Democrat or Republican,

70:03

it raises real questions of how powerful you want

70:09

the government to be and what kinds of capabilities you want

70:12

it to have that you didn’t quite have to always face

70:16

before because it was expensive and cumbersome.

70:19

And so we get back to the core issues

70:22

of the American founding.

70:23

The American government is a government

70:24

that was founded in skepticism of government.

70:27

It was founded by people that were worried about tyranny,

70:30

that were worried about state power,

70:32

and put a lot of thought into how to restrict that.

70:35

And so this notion that democracy is synonymous with

70:40

the government, having unilateral ability to do

70:43

whatever it wants with this technology cannot possibly be

70:46

true.

70:46

That just cannot possibly be true.

70:48

And those restrictions, how we shape those restrictions

70:52

and how we trust that they’re actually real Yeah this is

70:57

among the central political questions that we face with

71:00

the.

71:01

But what you have to keep in mind here

71:03

is that the institution of government itself

71:07

could change in qualitative ways that feel profound to us

71:11

over in the fullness of time, and that is a hard thing

71:14

to grapple with too.

71:15

In the same way that what we think of as the government

71:19

today is unspeakably different from what

71:23

someone thought of as the government in the Middle Ages.

71:29

I think that is a good place to end.

71:30

So always our final question.

71:32

What are three books you’d recommend to the audience?

71:35

"Rationalism in Politics" by Michael Oakeshott,

71:37

and in particular the essays "Rationalism and Politics"

71:40

and "On Being Conservative."

71:42

"Empire of Liberty" by Gordon Wood.

71:44

A book about the first 30 or so years

71:47

of our Republic and "Roll, Jordan,

71:49

Roll" by Eugene Genovese.

71:51

Dean Ball, thank you very much.

71:53

Thank you.

Interactive Summary

The video discusses the implications of the U.S. Department of Defense designating Anthropic, an AI company, as a supply chain risk. This designation, typically reserved for foreign adversaries, raises questions about the government's use of AI and its relationship with American tech companies. The discussion covers the timeline of the contract between the Department of Defense and Anthropic, including usage restrictions agreed upon by both the Biden and Trump administrations. A key point of contention was Anthropic's refusal to allow its AI systems to be used for mass surveillance of the American people using commercially available data, and the prohibition of fully autonomous lethal weapons. The guest, Dean Ball, a former Trump White House advisor on AI, expresses frustration with the government's actions, particularly the potential existential threat posed by the supply chain risk designation. The conversation delves into the complexities of AI governance, the difference between legal definitions and colloquial understanding of terms like 'surveillance,' and the broader societal impact of AI on law enforcement and individual privacy. It also touches upon the philosophical and political dimensions of AI alignment, the challenges of regulating rapidly evolving technology, and the potential for AI to reshape the nature of government and power structures. The discussion highlights concerns about the government's ability to wield AI for surveillance and control, the lack of clear legal frameworks, and the inherent difficulties in ensuring AI aligns with democratic values.

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