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This is, as far as I can recall, the longest converted Don’t Worry About the Vase post, clocking in at three hours and seven minutes. If you found it valuable, paid subscriptions really do help cover the premium ElevenLabs voices used for maximum reliability, variety of speakers and audio quality.
00:00:00 - Introduction
00:00:44 - What Happened
00:10:16 - The Timeline Of Events
00:22:48 - I Did Not Have Time To Write You A Short One
00:23:47 - The Unhinged Declaration of the Secretary of War
00:26:15 - Altman Has Been Excellent On The Question of Supply Chain Risk, But May Need To Do More
00:28:55 - Arrogance Here Means Insisting On Meaningful Red Lines On Mass Domestic Surveillance and Lethal Autonomous Weapons
00:31:03 - Not Doing Business Is Totally Fine
00:31:46 - The Demand For Unrestricted Access Is New And Is Selective And Fake
00:34:15 - Claims Of Strongarming Are Ad Hominem Bad Faith Obvious Nonsense
00:36:26 - Hegseth Equates Not Being a Dictator With Companies Having Veto Power Over Operational Military Decisions
00:42:17 - The Part That If Enacted Would Be A Historically Epic Clusterfuck
00:50:44 - The Other Part Of The Clusterfuck
00:54:47 - The Department of War Had Many Excellent Options
00:57:54 - And Then There’s Emil Michael
01:04:52 - Anthropic Will Probably Survive
01:07:29 - The Goal of DoW Was Largely Mass Domestic Surveillance
01:18:16 - What Are The Key Differences Between The Two Contracts?
01:26:16 - OpenAI’s Contract Terms
01:30:01 - What OpenAI’s Contract Terms Actually Do
01:32:23 - OpenAI Is Trusting DoW And Sam Altman Misrepresented This
01:36:29 - OpenAI Accepted Terms Anthropic Explicitly Declined And That Would Not Have Protected Anthropic’s Red Lines
01:38:47 - How Altman Initially Described His Deal
01:45:45 - OpenAI Allowed All Lawful Use And Trusts DoW On This
01:51:05 - The DoW Could Alter This Deal
01:53:18 - Why OpenAI’s Shared Legal Language Offers Almost No Protections
02:03:48 - So How Does OpenAI Hope For This To Work Out?
02:06:44 - This Was Never About Money
02:10:06 - OpenAI Tells Us How They Really Feel
02:11:52 - First The Good News
02:16:53 - The OpenAI Redlines Only Forbid Currently Illegal Activity
02:22:01 - Altman Does Not Present As Understanding The Difference In Redlines
02:24:25 - Meeting Of The Minds
02:27:11 - Anthropic’s Position Was The Opposite Of How This Is Portrayed
02:27:45 - The Room Where It Happened
02:31:36 - You Don’t Have The Right
02:38:12 - I Ask Questions And Get Answers
02:43:05 - Does This Contract Apply To NSA?
02:44:10 - Can OpenAI Models Be Used To Analyze Commercially Available Data At Scale?
03:02:22 - Employee Activism
