Concise Summary简洁概述
Hours after Trump publicly blacklisted Anthropic and the Pentagon labeled it a 'supply chain risk' — a designation never before used against a US company — CEO Dario Amodei gave his first on-camera response, laying out a 3-day ultimatum, hollow 'compromise' language, and two non-negotiable red lines.
The irony: the same night, OpenAI announced a Pentagon deal claiming the exact same two restrictions (no domestic mass surveillance, no fully autonomous weapons) — suggesting the conflict was never about the substance of the rules but about who controls their wording.
特朗普公开点名封杀 Anthropic、五角大楼将其列为「国家安全供应链风险」(此前从未用于美国公司)数小时后,CEO Dario Amodei 首次公开回应,披露了 3 天最后通牒、空洞的“妥协”条文,以及两条不可让步的红线。
最讽刺的是:就在同一晚,OpenAI 宣布与五角大楼达成协议,声称包含完全相同的两条限制(不用于国内监控、不用于全自主武器)——说明这场冲突的实质从来不是规则内容本身,而是谁掌握措辞的解释权。
Infographic信息图
Two red lines, 1% of use cases
两条红线,只占 1% 场景
Anthropic accepted 98-99% of Pentagon use cases; it drew the line only at domestic mass surveillance and fully autonomous weapons — restrictions Amodei says were never actually triggered in real operations, making the dispute symbolic rather than operational.
Anthropic 同意五角大楼 98%–99% 的使用场景,仅在国内大规模监控和全自主武器两项上设限,而据 Amodei 所说这两条限制从未在实际行动中被触发过,说明这场争端更多是象征性的而非操作层面的。
3-day ultimatum, vague 'concessions'
3 天最后通牒,模糊的“让步”
The Pentagon gave Anthropic three days to accept terms or be labeled a supply-chain risk; the compromise language it offered was riddled with hedges like 'if the Pentagon deems appropriate,' which Amodei says conceded nothing substantive.
五角大楼给 Anthropic 3 天最后通牒,逾期即被列为供应链风险;期间提出的“妥协”条文充斥“如五角大楼认为适当”等模糊措辞,Amodei 认为这实质上没有做出任何让步。
Law lags technology
法律落后于技术
Amodei's core legal argument: mass analysis of purchased personal data was never illegal because it was never technically feasible before AI — the Fourth Amendment and Congress haven't caught up, so someone must act as a temporary gatekeeper.
Amodei 的核心法律论点是:政府购买个人数据后进行大规模分析在法律上并不违法,只因 AI 之前技术上不可行——第四修正案和国会立法都还没跟上,因此需要有人临时充当守门人。
OpenAI gets the same clause
OpenAI 同一晚拿到相同条款
Hours after Anthropic was punished, OpenAI announced a Pentagon deal claiming the identical two red lines — exposing that the real fight wasn't over the substance of the restrictions but over who gets to write them into a contract.
就在 Anthropic 被惩罚数小时后,OpenAI 宣布与五角大楼达成协议,声称包含完全相同的两条红线限制——暴露出这场冲突的真正焦点并非限制内容本身,而是谁有权把它写进合同。
Detailed Summary详细解读
The interview opens by dismantling the premise of the government's attack: Anthropic is, by Amodei's account, the most cooperative AI company with the US military — first to deploy into a classified cloud, first to customize models for national security, already embedded across cybersecurity and combat support. This framing matters because it reverses the expected narrative: the dispute isn't between a reluctant startup and an eager Pentagon, but between a deeply integrated vendor and a client demanding the last 1-2% of unconditional access. Establishing this baseline is a rhetorical move as much as a factual one — it forces the audience to ask why a company this cooperative would risk everything over two narrow carve-outs.
The two red lines are explained through concrete mechanisms rather than abstractions. On surveillance: government agencies can legally purchase Americans' location and political data from private brokers and use AI to analyze it at scale — not because the law permits it explicitly, but because such analysis was technically impractical before AI existed, so the law never had to address it. This is a textbook 'law lags technology' argument, reinforced by the piece's footnote on ICE's actual use of Clearview AI and Mobile Fortify — turning an abstract worry into a documented pattern.
On autonomous weapons, Amodei's objection is notably not moral absolutism — he concedes adversaries may eventually field them and democracies may need to respond in kind. His actual objections are technical (models remain unpredictable, and 'we haven't solved this problem') and structural (a swarm of ten million coordinated drones collapses the accountability chain that human soldiers currently provide). This distinction — opposing deployment now, not opposing the category forever — is easy to miss and central to evaluating the piece fairly.
The negotiation breakdown section is the piece's strongest evidentiary contribution: a 3-day ultimatum, followed by 'compromise' language full of qualifiers like 'if the Pentagon deems appropriate' — legal hedging that Amodei says conceded nothing. This is corroborated externally (ABC News reporting) rather than resting on Amodei's word alone, which strengthens the claim considerably, though readers should note nearly all sourcing still traces back to Anthropic's own account of a private negotiation.
The Boeing analogy exchange is the interview's sharpest adversarial moment: if Boeing doesn't tell the military how to use its planes, why does Anthropic get to set usage rules for its models? Amodei's answer — that AI compute is doubling roughly every four months, an unprecedented pace mature industries never faced — is compelling but incomplete; the interviewer's counter (if the pace never slows, government oversight never catches up, so the self-appointed-gatekeeper logic never ends) is raised but not fully resolved, leaving a genuine open question the piece doesn't paper over.
The closing twist — OpenAI securing an ostensibly identical deal the same night — reframes the entire episode. If the substantive restrictions are the same, the punishment wasn't about content but about control: who gets final interpretive authority over 'lawful use.' The R Street analyst's observation that Anthropic's tech can't simultaneously be an 'indispensable national security asset' (worth invoking the Defense Production Act to seize) and a 'supply chain risk' crystallizes the piece's real thesis — this was a power struggle dressed as a policy dispute.
访谈开篇先拆解了政府指控的前提:按 Amodei 的说法,Anthropic 是与美国军方合作最深的 AI 公司——第一家进入军方保密云、第一家为国家安全定制模型、已广泛部署于网络安全和战斗支援。这个铺垫本身就是一种论证策略:它把叙事从“不情愿的创业公司 vs. 急切的五角大楼”反转为“高度配合的供应商 vs. 要求最后 1-2% 无条件权限的客户”,逼着读者去问——一家配合到这个程度的公司,为何会为两条窄范围的限制赌上一切。
两条红线不是靠抽象说辞,而是靠具体机制来解释的。关于监控:政府机构可以合法从私营数据商购买美国人的位置和政治数据,再用 AI 大规模分析——这不是因为法律明确允许,而是因为在 AI 出现之前这种分析在技术上不可行,法律从未需要覆盖这种情形。这是典型的“法律滞后于技术”论证,文中关于 ICE 实际使用 Clearview AI 和 Mobile Fortify 的注释进一步把这种担忧从抽象假设变成了已有案例。
关于全自主武器,Amodei 的反对并非道德绝对主义——他承认对手未来可能拥有此类武器,民主国家或许也需要以此应对。他真正的顾虑是技术性的(模型仍然不可预测,“这个问题我们还没解决”)和结构性的(一千万架无人机由极少数人协调控制,会彻底击穿现有的问责链条)。这种“反对现在部署、不反对这个类别本身”的区分很容易被忽略,却是公正评估这篇访谈的关键。
谈判破裂部分是全文证据链最扎实的地方:3 天最后通牒,随后的“妥协”条文充斥“如五角大楼认为适当”这类限定语,Amodei 称其未做出任何实质让步。这一说法得到了 ABC News 报道的外部印证,而非仅凭 Amodei 单方陈述,可信度因此明显提升;但读者仍需注意,几乎所有信源最终都回溯到 Anthropic 对这场闭门谈判的单方叙述。
波音类比是全文交锋最激烈的一幕:波音不会告诉军方怎么用飞机,为什么 Anthropic 却要为自己的模型设定使用规则?Amodei 的回应——AI 算力大约每四个月翻一倍,这是成熟产业从未经历过的速度——有说服力但并不完整;采访者随即反问:如果这种速度永不放缓,政府监管永远追不上,那“自任守门人”的逻辑岂不是永远成立?这个问题被提出但并未被彻底回应,是文章诚实保留的一处真正悬而未决之处。
结尾的转折——OpenAI 同一晚拿到近乎相同的条款——重新定义了整场事件的性质。如果实质限制相同,那么惩罚的对象就不是内容本身,而是谁拥有对“合法使用”的最终解释权。R Street 分析师指出的矛盾一针见血:一项技术不可能同时是“不可或缺、值得动用《国防生产法》强制征用的国家安全资产”,又是“供应链风险”——这句话点出了全文真正的论点:这场争端本质是权力之争,只是披上了政策分歧的外衣。
FAQ常见问答
Is the 'supply chain risk' designation actually unprecedented for a US company?「供应链风险」认定真的是首次用于美国公司吗?
Per the piece, yes — it had only been applied to Kaspersky Lab (Russia-linked) and foreign chip suppliers before. No independent government confirmation is cited beyond Anthropic's characterization and reporter framing.
按文中说法确实如此——此前仅用于卡巴斯基(涉俄)和外国芯片供应商。但这一说法主要来自 Anthropic 自身表述和记者转述,并无独立政府文件佐证。
Were the two red lines ever actually triggered in real military operations?这两条红线是否真的在实际军事行动中被触发过?
Amodei claims no, saying it's roughly 1% of use cases with no documented need. This is his own assertion, not verified by an independent audit of Pentagon usage logs.
Amodei 称从未触发,且这仅占约 1% 的使用场景,目前没有证据显示有实际需求。但这仍是他单方陈述,并未经独立审计五角大楼使用日志核实。
How is OpenAI's deal actually different from what Anthropic refused to sign?OpenAI 的协议和 Anthropic 拒签的条款到底有何不同?
Unclear even to reporters cited in the piece — Fortune notes OpenAI agreed language allowing 'any lawful purpose' while also claiming the same restrictions were written in, a tension no source fully resolves.
连文中引用的记者也说不清楚——Fortune 指出 OpenAI 一边同意「任何合法用途」的措辞,一边又声称写入了相同限制,这种矛盾没有任何信源给出完整解释。
Does Amodei's Boeing rebuttal actually hold up?Amodei 对波音类比的反驳站得住脚吗?
Partially — the pace-of-change argument is real, but the interviewer's follow-up (perpetual innovation means perpetual gatekeeping) is never fully answered, leaving the self-governance justification incomplete.
部分站得住——技术迭代速度快是事实,但采访者的追问(持续创新意味着守门人角色永远存在)并未被彻底回应,自我把关的正当性论证并不完整。
Is this really about principle, or partly about Anthropic's market position?这真的只是原则之争,还是也掺杂了 Anthropic 的市场地位考量?
Likely both — Anthropic frames this as values-driven, but the piece notes the canceled contract is only $200M against ~$18B projected revenue, suggesting the company can afford to take a principled stand others might not.
很可能兼而有之——Anthropic 将此定位为价值观之争,但文中提到被取消的合同仅 2 亿美元,相对约 180 亿美元预期营收占比很小,这说明该公司有底气坚持原则立场,未必所有公司都承受得起。
In-depth Analysis · Pros & Cons深入解读 · 优缺点
This piece reconstructs, beat by beat, Dario Amodei's first on-camera response to being blacklisted by the Trump administration, using the interview transcript to expose the gap between the government's public rhetoric and its actual contractual demands.
本文逐段还原 Dario Amodei 在被特朗普政府拉黑当晚接受 CBS 专访的完整内容,通过访谈原话揭示政府公开言辞与合同实际条款之间的巨大落差。
- Concrete negotiation timeline谈判时间线具体清晰The 3-day ultimatum, the hedge-filled 'compromise' text, and the Parnell tweet contradicting 'principled agreement' give the piece a verifiable spine rather than vague grievance.3 天最后通牒、充满限定语的“妥协”文本,以及 Parnell 那条与“原则上同意”相矛盾的推文,为全文提供了可核查的骨架,而非空泛的抱怨。
- Externally corroborated claims部分关键说法有外部印证Key assertions are cross-checked against ABC News and CNN reporting rather than resting solely on Amodei's framing, strengthening credibility on the negotiation-breakdown claims specifically.关键论断与 ABC News、CNN 的报道相互印证,而非只依赖 Amodei 单方说法,这在谈判破裂的具体细节上明显增强了可信度。
- Doesn't shy from the strongest counterargument没有回避最有力的反驳The piece includes the interviewer's sharpest challenges (Boeing analogy, self-appointed gatekeeper critique) verbatim rather than editing them out, giving readers the adversarial version of the argument.文章原样保留了采访者最尖锐的质疑(波音类比、自任守门人的批评),没有把这些反驳剪辑掉,让读者看到了这场论证的对抗性一面。
- Surfaces the OpenAI irony as evidence, not commentary把 OpenAI 的讽刺处理成证据而非评论Rather than editorializing, the piece lets the same-night OpenAI deal and the R Street analyst's contradiction observation do the argumentative work, which is more persuasive than direct accusation.文章没有直接下结论,而是让同一晚的 OpenAI 协议和 R Street 分析师指出的矛盾自己说话,这种处理方式比直接指控更有说服力。
- Single-source account of a private negotiation闭门谈判的单方陈述Nearly all detail on the 3-day ultimatum and 'hedge-filled' concessions comes from Amodei himself; only partial corroboration exists via ABC News, with no Pentagon transcript or document quoted directly.关于 3 天最后通牒和「充满限定语」的让步条款,几乎所有细节都来自 Amodei 本人陈述,仅有 ABC News 部分佐证,没有引用任何五角大楼原始文件或记录。
- OpenAI comparison remains unresolved与 OpenAI 的比较未有定论The piece flags the apparent contradiction in OpenAI's deal but admits (via Fortune) that no one — including reporters — can fully explain how 'any lawful purpose' and 'identical restrictions' coexist, leaving the central irony asserted rather than proven.文章指出 OpenAI 协议存在明显矛盾,但也承认(借 Fortune 之口)连记者都无法解释「任何合法用途」和「相同限制」如何同时成立,导致全文最核心的讽刺点更多是断言而非证实。
- Amodei's self-governance case is asserted, not fully defended自我把关的正当性论证并不完整The interviewer's strongest counter — that perpetual AI acceleration implies perpetual, unaccountable corporate gatekeeping rather than a one-time legislative catch-up — is raised but never satisfyingly answered.采访者提出的最有力反驳——AI 持续加速意味着企业将永久性、不受问责地充当守门人,而非国会“追赶一次即可”——被提出后并未获得令人信服的回应。
- Commercial incentive is underexplored商业动机缺乏充分审视The piece notes the canceled contract is small relative to Anthropic's revenue but doesn't probe whether taking a principled stand is also a low-risk brand move for a company that can absorb the loss, unlike smaller competitors.文中提到被取消的合同相对营收占比很小,却没有深入探讨:对一家能承受这笔损失的公司而言,坚持原则立场是否同时也是一步低风险的品牌操作,这与规模较小的竞争对手处境并不相同。
Worth reading for anyone tracking AI-government relations or the politics of frontier-model governance — it's the most detailed first-person account of the standoff available, with real corroboration on the negotiation timeline. But treat it as one side's framing of a private dispute: the OpenAI comparison remains genuinely unresolved, and the self-governance justification never fully answers its own toughest question.
适合关注 AI 与政府关系、前沿模型治理政治的读者,是目前最详尽的第一手访谈记录,谈判时间线部分也有外部印证。但应把它当作一方对闭门争端的叙事来读:与 OpenAI 的对比始终没有定论,自我把关的正当性论证也未能真正回应自己提出的最尖锐质疑。
Original Text原文
The English text on this side is an AI translation provided for convenience; the authoritative version is the source in the other language.
February 27, 2026, was a long day for Anthropic.
That afternoon, Trump posted on Truth Social (his own social platform), calling Anthropic a company run by "leftwing nut jobs" and ordering all federal agencies to "immediately stop" using Anthropic's technology. Almost simultaneously, Defense Secretary Pete Hegseth announced on X that Anthropic would be designated a "national security supply chain risk" — a label that had previously been used only twice, once for Kaspersky Lab, which has ties to the Russian government, and once for a foreign chip supplier. It had never been applied to a US company.
That evening, Anthropic CEO Dario Amodei sat down for an exclusive interview with CBS News — his first appearance on camera since the incident. Over nearly 30 minutes, he discussed how negotiations with the Pentagon broke down, including a 3-day ultimatum, a "compromise" clause full of vague legal language, and why he refused to budge on two red lines. He characterized the government's action as "retaliatory and punitive" and said he would challenge the supply-chain-risk designation in court.
Original video link: http://www.youtube.com/watch?v=MPTNHrq_4LU
Below are the core points from the interview.
Key takeaways
Anthropic agreed to 98%-99% of the Pentagon's use cases; the dispute concerns only two red lines: domestic mass surveillance and fully autonomous weapons. According to Amodei, these restrictions have never actually been triggered in real military operations.
The Pentagon gave Anthropic a 3-day ultimatum, during which the "compromise" language it sent was full of vague qualifiers like "if the Pentagon deems it appropriate," without making any substantive concessions.
The supply-chain-risk designation had never before been applied to a US company — it had only been used for foreign adversaries such as Kaspersky (Russia) and foreign chip suppliers. Amodei called the move "retaliatory and punitive."
As of the interview, Anthropic had not received any formal government notice — all information came from social media posts by Trump and Hegseth. Anthropic plans to challenge the designation in court.
Just hours after Anthropic was cut off, OpenAI announced a deal with the Pentagon, claiming it included the exact same two red-line restrictions. This suggests the dispute may really be about who gets final say on interpretation.
98% of use cases were already open — the dispute is only over that 2%
The interviewer opened bluntly: "Why not open up Anthropic's AI to the US government without restriction?"
Amodei's answer began with a fact that might surprise many viewers: Anthropic has been the most active of all AI companies in cooperating with the US government. He said Anthropic was the first company to deploy models into the military's classified cloud, the first to build custom models for national security purposes, and is now widely deployed across the intelligence community and the military, spanning areas such as cybersecurity and combat support.
[Note: In July 2025, through its partnership with Palantir, Anthropic signed a $200 million contract with the Pentagon, becoming the first company to deploy frontier AI models on the military's classified systems. OpenAI and Google secured Defense Department contracts around the same time, but until then had only been used on unclassified networks.]
Given this, Amodei said Anthropic had no objection to 98% to 99% of the use cases the Pentagon proposed. The only exceptions were two: domestic mass surveillance and fully autonomous weapons.
"As we defend ourselves against our adversaries, we have to do so in ways that defend our democratic values and preserve our democratic values."
Two red lines: technology has outpaced the law, and AI has made previously impossible things possible
Amodei explained the logic behind the two red lines one by one.
The first red line is domestic mass surveillance. He gave a concrete example: private companies collect Americans' location data, personal information, political affiliations, and so on, and the government can legally purchase this data and then analyze it at scale using AI. The key point is that this practice is not illegal under current law. Before the AI era, such analysis was impractical due to technical limitations, so the law never needed to cover this scenario. Amodei's core argument is that technology has advanced faster than the law can keep up — judicial interpretation of the Fourth Amendment and congressional legislation have not caught up.
[Note: This is not merely theoretical. In 2025, reports showed that ICE (US Immigration and Customs Enforcement) had used facial recognition tools like Clearview AI and NEC's Mobile Fortify system to track individuals. ICE's largest contractor, Geo Group, received over $800 million in contracts in 2025 to mine data from commercial databases and conduct on-the-ground surveillance of suspects.]
The second red line is fully autonomous weapons. Amodei specifically emphasized that he was not talking about the semi-autonomous weapons already in use on the Ukrainian battlefield, but weapons systems with no human involvement whatsoever. However, he is not absolutely opposed to the existence of fully autonomous weapons, acknowledging that "our adversaries may have them someday, and perhaps democratic defense will eventually need them too." He raised two practical concerns.
The first is technical reliability. Amodei said anyone who has used AI models knows these systems have a fundamental unpredictability, and "from a purely technical standpoint, we haven't solved that problem yet." He doesn't want to sell a product that isn't reliable enough, and doesn't want it to result in the deaths of friendly personnel or innocent civilians.
The second is the absence of oversight mechanisms. He described a specific scenario: if there were an army of 10 million drones coordinated and controlled by one person or a small group of people, with no human soldiers on the ground deciding "who to fire on," that level of concentrated power would be unprecedented, and existing accountability structures would completely fail. "We need to have a conversation about who gets to push the button, who has the authority to say no — and we haven't had that conversation yet."
Amodei also revealed that Anthropic had proactively proposed collaborating with the Pentagon on developing fully autonomous weapons technology — prototyping it in a sandboxed environment — "but they weren't interested unless they could do whatever they wanted from the very start."
Inside the breakdown of negotiations: a 3-day ultimatum and a superficial compromise
The interviewer brought up the Pentagon's version of events: "The Pentagon tells us they've agreed in principle to these two restrictions and want to reach a deal. Why couldn't a deal be reached?"
Amodei disclosed negotiation details for the first time. The Pentagon gave Anthropic a 3-day ultimatum: either agree to their terms, or be designated a supply chain risk or face forced acquisition under the Defense Production Act.
Several exchanges took place during those 3 days. At one point the Pentagon sent over a version of the language that appeared, on the surface, to meet Anthropic's conditions, but Amodei said that on closer inspection it was riddled with vague phrases like "if the Pentagon deems it appropriate" or "or do anything as required by law." "It didn't actually make any meaningful concession."
This matches information obtained by ABC News. According to reports, Anthropic told ABC News that the Pentagon's latest contract language made "little progress" toward preventing Claude from being used for mass surveillance of Americans or fully autonomous weapons. The so-called "new language" was "paired with legal jargon" that "allowed these safeguards to be freely disregarded."
He cited a tweet from the Pentagon's chief spokesman Sean Parnell, posted the day before the deadline, as evidence — Parnell reiterated the Pentagon's position: "We will only permit all lawful use." This was exactly the same wording they had insisted on from the start, sharply contradicting the claim of having "agreed in principle."
[Note: Sean Parnell is the Pentagon's chief spokesman and a senior adviser to the Secretary of Defense, appointed by the Trump administration. Another key figure during the negotiations was Emil Michael, Under Secretary of Defense for Research and Engineering (a former Uber executive), who publicly called Amodei a "liar" on social media and accused him of having a "God complex," trying to "personally control the US military."]
Responding to Trump's "selfishness" accusation: a promise to help with the transition even if cut off
The interviewer read out Trump's post that day on Truth Social: "Their selfishness is putting American lives at risk, putting our military at risk, putting our national security at risk."
[Note: The tone of Trump's full post that day was even more heated — he called Anthropic "leftwing nut jobs," accused it of trying to "force the War Department to comply with their terms of service rather than the Constitution," and ordered all federal agencies to "immediately stop" using Anthropic's technology.]
Facing this accusation, Amodei didn't strike back with rhetoric — instead he emphasized a specific commitment: even after these unprecedented measures had been taken, Anthropic was still willing to do everything it could to support the Pentagon — providing technical support until the military completed its transition to another supplier.
The interviewer pressed further: "Are you prepared to pull out?"
Amodei said he was deeply concerned about service disruption. He mentioned having spoken with uniformed military personnel on the front lines, who told him that losing Claude would set them back 6 to 12 months, or even longer. "That's why we tried so hard to reach a deal. But the 3-day ultimatum, the threat of the supply-chain-risk designation — the entire timeline was driven by the Pentagon, not by us."
The boundaries of power in the AI era: who has the right to draw the lines on military AI use?
The interviewer got to the most fundamental question in this dispute: "Why do you think Anthropic — a private company — has more authority than the Pentagon to decide how AI is used in the military?"
Amodei first clarified a fact: as far as he knows, these restrictions have never actually been triggered in real front-line use. This is the 1% of use cases, and there is currently no evidence that anyone actually needs to do these things.
Then he made a key concession — "I actually agree with you." He believes that in the long run, this really should be Congress's responsibility. AI now allows the government to analyze Americans' location data, personal information, and political affiliations at scale, and this isn't currently illegal — which shows the law needs to be updated.
But Congress isn't the fastest-moving institution in the world. Until legislation catches up, Amodei believes that those who best understand the frontier of the technology have a responsibility to temporarily serve as gatekeepers. He framed the essence of this debate with two questions:
"No one wants to be spied on by the US government. No one wants to be spied on by the US government."
These are fundamental rights — the right not to be surveilled by the government, and the right for soldiers, not machines, to make decisions about war.
The interviewer pressed on: "But in the name of basic principles, why should Americans trust you — a private company CEO — to make these decisions instead of the federal government?"
Amodei's answer had two layers. The first layer is market logic: Anthropic is a private company and has the right to choose what it sells and how. If the government isn't satisfied, it's free to switch to another supplier. He said that if the Pentagon said, "Dario, we have a philosophical disagreement, we're going to go with another model," he would disagree but respect that. That would be the normal way to handle this kind of disagreement.
But the government didn't do that. The second layer is his indictment of the punitive measures: the government not only canceled the Pentagon contract, but extended the punishment beyond the Pentagon to other government departments, attempting to revoke broader government contracts as a form of punishment, and issued the supply-chain-risk designation — meaning any private company with military contracts cannot use Anthropic for the military-contract portion of its work. "It's hard to explain this as anything other than punitive."
[Note: Senior senators on the Senate Armed Services Committee wrote a private letter to Anthropic and the Pentagon before the ultimatum deadline, urging both sides to reconcile. The letter stated that the Department of Defense "has no intention of conducting mass surveillance or using autonomous weapons without human involvement — positions we also support in Congress," while also acknowledging that the question of "lawful use" "requires further effort from all stakeholders."]
Lumped in with Kaspersky and Huawei — "it feels very punitive and unjust"
Amodei said that, as far as he knows, the supply-chain-risk designation had never before been used against a US company. Those previously placed on this list included Kaspersky Lab (a cybersecurity company suspected of ties to the Russian government) and foreign chip suppliers.
"Being lumped in with them, it feels very punitive and inappropriate given the amount that we've done for US national security."
[Note: In 2024, the U.S. Department of Commerce banned Kaspersky Lab from providing antivirus services in the United States, citing the threat posed to its operations by the Russian government's cyberwarfare capabilities. Prior supply-chain risk determinations had all targeted companies affiliated with foreign governments — applying the same mechanism to a U.S. domestic company is indeed unprecedented.]
Boeing doesn't tell the military how to use the planes — why is AI different?
The interviewer offered a pointed analogy: "Boeing builds planes for the U.S. military, but Boeing doesn't tell the military how to use that plane. How is this different?"
Amodei responded on two levels. First, the difference in technological maturity . Airplanes have been around for a long time, and generals have a fairly mature understanding of how they work. But AI is advancing at an unprecedented pace — the compute used in models doubles every four months. "We've never seen a pace of innovation like this."
The interviewer pushed back immediately: "If that pace continues, the U.S. government will never be able to keep up. Isn't your logic self-contradictory then? On one hand you say you want to work with the government to protect national security, and on the other you say the technology is moving too fast for the government to keep pace."
Amodei's response was: Congress only needs to catch up once . The technology moves fast, but the issues requiring congressional intervention are few and very specific — namely domestic mass surveillance and fully autonomous weapons. Once a legislative framework is established, it doesn't need to be repeatedly updated.
He brought the argument to a central point: "Why fixate on the 1% of use cases that conflict with our values, instead of advancing the 99% that serve democratic values and can defend this country? We're even willing to study that last 1%, to see if there's a way to do it in line with our values."
If fully autonomous weapons go wrong: the accountability problem of killing civilians by mistake and an army of 10 million drones
The interviewer pressed further: "Give me one or two examples of what could go wrong."
Amodei described two categories of risk. The first is reliability risk : AI targeting the wrong target, killing civilians, lacking the judgment of a human soldier, leading to friendly fire or innocent casualties. "We don't want to sell something we don't think is reliable enough, something that could get our own people killed or kill innocent people."
The second is oversight risk. He asked the audience to imagine a scenario: an army of 10 million drones, coordinated and controlled by one person or a small handful of people. Human soldiers operate under an entire chain of accountability, built on the premise that each individual exercises common-sense judgment. When you concentrate all decision-making in the hands of a very small number of people, that mechanism collapses.
He reiterated that he isn't saying there should never be such a drone fleet — "maybe someday we'll need it, because our adversaries will have it" — but the accountability mechanism must be discussed first. "Who's pressing the button, who has the authority to say no. I think that's entirely reasonable."
The "woke left-wing company" label: Anthropic has consistently and deliberately stayed politically neutral
The interviewer directly quoted Trump's characterization: "Trump called Anthropic a 'woke left-wing company.' Was this decision ideologically driven?"
Amodei listed a series of collaborative records in rebuttal: he attended an energy event hosted by Trump and Senator McCormick in Pennsylvania, discussing ensuring an adequate power supply for AI models; Anthropic signed the AI health app pledge; when the administration's AI Action Plan was released, Anthropic publicly stated it agreed with "much, even most" of its content.
"Anthropic only speaks up on AI policy, because that's the area where we have expertise. We don't get involved in general political issues. This claim that we're not being fair — we have consistently and deliberately tried to stay fair."
He added: "We can't control how others — even the president — perceive us. What we can control is: staying rational, staying neutral, and holding to our convictions."
Governing by tweet: no formal notice, only social media posts
The interviewer asked whether Anthropic would take legal action. Amodei said: "All we received was a tweet. We haven't received any formal communication. There's no actual supply-chain determination document. The government hasn't taken any actual action. There's only a tweet saying what they claim they're going to do."
A U.S. tech company worth tens of billions of dollars, a decision affecting the entire defense AI ecosystem, was conveyed via a social media post. No formal document, no legal process, no direct communication.
"When we receive some kind of formal action, we'll examine it, understand it, and then challenge it in court."
He also pointed out an important legal detail in Hegseth's tweet: Hegseth claimed that "any company doing business with the military cannot do any business with Anthropic," but the law actually only stipulates that Anthropic cannot be used within the scope of military contracts. There's a huge difference between the two. Amodei said bluntly that Hegseth's tweet was "designed to create uncertainty, designed to create fear, uncertainty and doubt."
Asked whether this constitutes an "abuse of power," Amodei sidestepped the question the first time, saying only "this is unprecedented." When the interviewer pressed again, he gave a clearer characterization: this has never happened before, has never been done to an American company, and it's clear from the government's statements and language that "this is retaliatory and punitive. I don't know what else to call it."
Can a deal be reached — "the red lines won't move"
The interviewer asked him to rate, on a scale of 1 to 10, the likelihood of reaching a deal in the future.
Amodei declined to give a number. He reiterated Anthropic's position: the two red lines have been there from day one and won't change . If a consensus can be reached with the Pentagon, a deal is of course possible. "For the sake of U.S. national security, we continue to hope to make this work. But reaching a deal takes two parties."
If he could speak to the president — "opposing the government is the most American thing there is"
The interviewer gave Amodei a chance to speak directly to the president: "If you could speak to the president right now, what would you say?"
He said: We are patriotic Americans. Everything we do is for this country, to support U.S. national security. We were the first to deploy our models to the military because we believe in this country. We draw red lines because crossing them would violate American values, and we're going to defend American values.
Facing the threat of the supply-chain determination and the Defense Production Act — "an unprecedented intrusion by the government into the private economy" — he said Anthropic exercised "the classic First Amendment right to voice dissent."
Opposing the government is the most American thing in the world, and everything we've done here is an act of patriotism. ("Disagreeing with the government is the most American thing in the world, and we are patriots in everything we have done here. We have stood up for the values of this country.")
Business survival — "not only will we survive, we'll do great"
The interviewer asked the question most on the minds of investors and customers: "Do you think Anthropic can survive as a business?"
Amodei said the actual scope of impact of the supply-chain determination is far smaller than Hegseth's tweet implies. "The purpose of the Defense Secretary's tweet is to create uncertainty, to create fear, to make people think the impact will be far greater than it actually is. But we won't let that tactic succeed. We'll be fine."
[Note: Anthropic's projected 2026 revenue is at least $18 billion, with a valuation of about $380 billion. The canceled Pentagon contract was worth $200 million, a small share of its revenue. But the bigger risk comes from the potential ripple effects of the supply-chain determination — many enterprise customers doing business with the Pentagon may, out of risk aversion, cut back their use of Claude.]
The biggest irony: OpenAI got the same terms on the very same night
That very same night, things took a turn.
Just hours after Anthropic was "blacklisted" for holding firm on its two red lines, OpenAI CEO Sam Altman announced on X that OpenAI had reached an agreement with the Pentagon to deploy its models on classified networks. What matters is the terms Altman claimed. He wrote: "Our two most important safety principles are no domestic mass surveillance and human responsibility for the use of force, including for autonomous weapons systems. The Department of War agreed to these principles, reflected them in law and policy, and we put them in our agreement."
This is exactly the same reasoning for which Anthropic was punished.
Multiple media outlets pointed out this contradiction. CNN reported that "it's currently unclear how OpenAI's agreement differs from what Anthropic wanted." Fortune's analysis was sharper: the key difference may lie in the wording — Anthropic tried to explicitly write these restrictions into the contract, while OpenAI agreed that the Pentagon could use its technology for "any lawful purpose," while Altman "also said these restrictions were written into the agreement." How both can be true at once "is unclear."
Axios's report offered another angle: a source familiar with the matter said the restrictions in OpenAI's agreement "reflect existing U.S. law and Pentagon policy," and the intent was not "to invent a new legal standard." Whereas Anthropic's core concern is precisely that — existing law has already failed to keep pace with AI's capabilities.
Mark Dalton, an analyst at the R Street Institute, pointed out a fundamental contradiction in the Pentagon's position: earlier in the week, they considered Anthropic's technology so important to national security that they were considering invoking the Defense Production Act to compel access to it; and now suddenly they're calling it a "supply-chain risk." Something can't be both an "indispensable national security asset" and a "supply-chain risk" at the same time — unless the real issue is who has the authority to say "no."
Altman added a pointed remark at the end of his post: "We're asking the Department of War to offer the same terms to all AI companies, and we think every company should be willing to accept these terms."
The aftermath of this conflict is far from over.
Anthropic said it will challenge the supply-chain risk determination in court. Over 430 employees of Google and OpenAI signed an open letter in support of Anthropic's position, calling for industry solidarity. Google DeepMind chief scientist Jeff Dean personally spoke out against government mass surveillance. But xAI's Elon Musk sided with the government, claiming "Anthropic hates Western civilization."
This dispute has already gone beyond a single contract or the fate of one company. As Amodei repeatedly said in the interview: when AI's capabilities outrun the law, when algorithms can do things the framers of the Constitution never imagined, who holds the line?
OpenAI got a contract with the same restrictions on the very same night, and even the Pentagon ultimately agreed to both red lines. The real question is: does a company have the right to say "no" at the negotiating table, or must it comply unconditionally.
Amodei chose to say "no." The price was a $200 million contract, a "supply-chain risk" label, and a direct attack by the president on social media. He said Anthropic will be fine. Time will tell.
Full interview video: http://www.youtube.com/watch?v=MPTNHrq_4LU
2026 年 2 月 27 日,对 Anthropic 来说是漫长的一天。
这天下午,特朗普在 Truth Social(他旗下的社交平台)上发帖,称 Anthropic 是“左翼疯子”运营的公司,命令所有联邦机构“立即停止”使用 Anthropic 的技术。几乎同时,国防部长 Pete Hegseth 在 X 上宣布将 Anthropic 定性为“国家安全供应链风险”——这个标签此前只用过两次,一次给了与俄罗斯政府有关联的卡巴斯基实验室,一次给了外国芯片供应商。从未用于一家美国公司。
当晚,Anthropic CEO Dario Amodei 接受了 CBS News 的独家专访。这是事件发生后他第一次面对镜头。在近 30 分钟的对话中,他谈到了与五角大楼谈判破裂的始末,包括 3 天最后通牒、充满模糊法律术语的“妥协”条文,以及他为什么坚持两条红线不可让步。他将政府的行动定性为“报复性和惩罚性的”,并表示将在法庭上挑战供应链风险认定。
原始视频链接:http://www.youtube.com/watch?v=MPTNHrq_4LU
以下是访谈核心内容。
要点速览
Anthropic 同意五角大楼 98%-99% 的使用场景,争议仅涉及两条红线:国内大规模监控和全自主武器。据 Amodei 称,这些限制从未在实际军事任务中被触发过。
五角大楼给了 Anthropic 3 天最后通牒,期间发来的“妥协”语言充满“如果五角大楼认为适当”等模糊条款,实际未做出实质让步。
供应链风险认定此前从未用于美国公司,仅用于卡巴斯基(Kaspersky,俄罗斯)和外国芯片供应商等外国对手。Amodei 称这一措施“报复性和惩罚性的”。
截至采访时,Anthropic 未收到任何正式政府通知,所有信息来自特朗普和 Hegseth 的社交媒体帖子。Anthropic 将在法庭上挑战这一认定。
就在 Anthropic 被封杀数小时后,OpenAI 宣布与五角大楼达成协议,声称包含了完全相同的两条红线限制。这暗示争端的核心可能是谁拥有最终解释权。
【1】98% 的使用场景早已开放,争议只在那 2%
采访者开门见山:“为什么不向美国政府无限制开放 Anthropic 的 AI?”
Amodei 的回答从一个可能出乎许多观众意料的事实开始:Anthropic 在所有 AI 公司中与美国政府的合作最为积极。他说 Anthropic 是第一家将模型部署到军方保密云(classified cloud)的公司,第一家为国家安全目的定制模型的公司,目前已在情报界和军方广泛部署,涵盖网络安全、战斗支援等多个领域。
【注:2025 年 7 月,Anthropic 通过与 Palantir 的合作,与五角大楼签订了价值 2 亿美元的合同,成为首家在军方保密系统中部署前沿 AI 模型的公司。OpenAI 和 Google 同期也获得了国防部合同,但此前仅在非保密网络中使用。】
在这个前提下,Amodei 说 Anthropic 对五角大楼提出的 98% 到 99% 的使用场景都没有异议。例外只有两项:国内大规模监控(mass domestic surveillance)和全自主武器(fully autonomous weapons)。
在保卫自己免受外部威胁的同时,我们必须以捍卫民主价值观的方式来做这件事。
(”As we defend ourselves against our adversaries, we have to do so in ways that defend our democratic values and preserve our democratic values.”)
【2】两条红线:技术超前于法律,AI 让此前不可能的事变成了可能
Amodei 逐一解释了两条红线的逻辑。
第一条红线是国内大规模监控。 他举了一个具体的例子:私人公司收集的美国人位置数据、个人信息、政治归属等,政府可以合法购买这些数据,然后用 AI 进行大规模分析。关键在于,这种做法在法律上并不违法。在 AI 时代之前,这种分析因为技术限制而不实用,所以法律从未需要覆盖这种场景。Amodei 的核心论点是:技术的发展速度已经超过了法律的更新速度,第四修正案的司法解释和国会立法都还没有追赶上来。
【注:这并非理论推演。2025 年,有报道显示 ICE(美国移民和海关执法局)已使用 Clearview AI 等面部识别工具,以及 NEC 的 Mobile Fortify 系统来追踪个人。ICE 最大的承包商 Geo Group 在 2025 年获得超过 8 亿美元合同,用于从商业数据库中挖掘数据并对嫌疑人进行实地监控。】
第二条红线是全自主武器。 Amodei 特别强调,他不是在说乌克兰战场上已经使用的半自主武器,而是完全没有人类参与的武器系统。但他并不绝对反对全自主武器的存在,承认“我们的对手可能某天会拥有它们,也许民主防御终将需要它们”。他提出两个现实担忧。
第一个是技术可靠性。 Amodei 说,任何使用过 AI 模型的人都知道,这些系统存在基本的不可预测性,“从纯技术角度来看,我们还没有解决这个问题”。他不想卖一个不够可靠的产品,不想因此导致己方人员或无辜平民丧命。
第二个是监督机制的缺失。 他描绘了一个具体场景:如果有一支 1000 万架无人机组成的军队,由一个人或少数人协调控制,没有人类士兵在现场做关于“对谁开火”的决定,这种权力集中程度前所未有,现有的问责链条完全失效。“我们需要就谁来按按钮、谁有权说不进行讨论,而我们还没有进行这个讨论。”
Amodei 还透露,Anthropic 曾主动提出与五角大楼合作研发全自主武器技术——在沙盒环境中原型化——“但他们不感兴趣,除非从一开始就能想做什么就做什么”。
【3】谈判破裂的内幕:3 天最后通牒与表面妥协
采访者带来了五角大楼方面的说法:“五角大楼告诉我们,他们已原则上同意这两项限制,并希望达成协议。为什么无法达成?”
Amodei 首次披露了谈判细节。五角大楼给了 Anthropic 3 天最后通牒:要么同意他们的条件,要么被列为供应链风险或面临《国防生产法》(Defense Production Act)的强制征用。
在这 3 天里有过几轮交换。五角大楼某一时刻发来了一版条文,表面上似乎满足了 Anthropic 的条件,但 Amodei 说仔细看后发现充满了“如果五角大楼认为适当”、“或按照法律规定做任何事”等模糊表述。“它实际上没有在任何有意义的层面上做出让步。”
这与 ABC News 获得的信息相吻合。据报道,Anthropic 告诉 ABC News,五角大楼最新的合同语言“在防止 Claude 被用于大规模监控美国人或完全自主武器方面几乎没有进展”。所谓的“新语言”被“法律术语配套”,“允许这些安全措施被随意忽略”。
他引用了五角大楼首席发言人 Sean Parnell 在截止日前一天的推文作为佐证——Parnell 重申了五角大楼的立场:“我们只允许所有合法用途(all lawful use)。” 这恰恰是他们从一开始就在坚持的措辞,与所谓的“原则上同意”形成了鲜明矛盾。
【注:Sean Parnell 是特朗普政府任命的五角大楼首席发言人暨国防部长高级顾问。在谈判期间,另一位关键角色是国防部研究与工程副部长 Emil Michael(前 Uber 高管),他曾在社交媒体上公开称 Amodei 是”骗子”,并指控他有”上帝情结”(God complex),试图”亲自控制美国军队”。】
【4】回应特朗普”自私”指控:即使被封杀也承诺帮助过渡
采访者读出了特朗普当天在 Truth Social 上的帖子:“他们的自私正在将美国人的生命置于危险之中,将我们的军队置于危险之中,将我们的国家安全置于危险之中。”
【注:特朗普当天完整帖子的语气更为激烈,称 Anthropic 是“左翼疯子”(leftwing nut jobs),指控其试图“强迫战争部遵守他们的服务条款而非宪法”,并下令所有联邦机构“立即停止”使用 Anthropic 技术。】
面对这一指控,Amodei 没有反击措辞,而是强调了一个具体承诺:即使在被采取这些前所未有的措施之后,Anthropic 仍然愿意做一切能做的事来支持五角大楼——提供技术支持,直到军方完成过渡、换用其他供应商。
采访者追问:“你准备好退出了?”
Amodei 说他对服务中断深感担忧。他提到自己与一线穿制服的军事人员交流过,对方告诉他,失去 Claude 将使他们倒退 6 到 12 个月,甚至更长。“这就是为什么我们如此努力地想达成协议。但 3 天的最后通牒、供应链风险认定的威胁——整个时间线都是五角大楼驱动的,不是我们。”
【5】AI 时代的权力边界:谁有权给 AI 军事应用画线?
采访者切入了这场争端最根本的问题:“为什么你认为 Anthropic——一家私营公司——比五角大楼更有权决定 AI 如何在军事中使用?”
Amodei 先澄清了一个事实:据他所知,一线实际使用中从未触发过这些限制。这是 1% 的使用场景,而且目前没有证据表明有人真的需要做这些事。
然后他做了一个关键的让步——“我实际上同意你的观点。”他认为,长期而言,这确实应该是国会的职责。AI 让政府可以大规模分析美国人的位置数据、个人信息和政治归属,而这在法律上并不违法,这说明法律需要更新。
但国会不是世界上行动最快的机构。在立法到来之前,Amodei 认为最了解技术前沿的人有责任暂时充当守门人。他用两个问题框定了这场争论的本质:
没有人想被美国政府监控。没有人想被美国政府监控。
(“No one wants to be spied on by the US government. No one wants to be spied on by the US government.”)
这些是根本性的权利——不被政府监视的权利,军人(而非机器)做战争决策的权利。
采访者继续追问:“但以基本原则之名,为什么美国人应该信任你——一个私营公司 CEO——来做这些决定,而不是联邦政府?”
Amodei 的回答分两层。第一层是市场逻辑:Anthropic 是一家私营公司,有权选择卖什么、怎么卖。如果政府不满意,完全可以换一个供应商。他说如果五角大楼说“Dario,我们理念不合,我们去找别的模型”,他会不同意但会尊重。这才是处理此类分歧的正常方式。
但政府没有这样做。第二层是他对惩罚性措施的控诉:政府不仅取消了五角大楼的合同,还将惩罚范围扩大到五角大楼以外的政府部门,试图在惩罚意义上撤销更广泛的政府合同,并且做出了供应链风险认定,这意味着任何有军事合同的私营公司在军事合同部分不能使用 Anthropic。“这很难用惩罚以外的任何方式来解释。”
【注:参议院军事委员会的高级参议员们在最后通牒到期前写了一封私人信函给 Anthropic 和五角大楼,敦促双方和解。信中表示国防部“无意进行大规模监控或在没有人类参与的情况下使用自主武器——这些立场我们在国会也支持”,但也承认“合法使用”的问题“需要所有利益相关方进一步努力”。】
【6】跟卡巴斯基和华为归为一类——“感觉非常惩罚性和不公正”
Amodei 说,据他所知,供应链风险认定从未被用于美国公司。此前被列入这一名单的包括卡巴斯基实验室(一家与俄罗斯政府有嫌疑关联的网络安全公司)和外国芯片供应商。
被跟这些公司归为一类,考虑到我们为美国国家安全所做的一切,这感觉非常惩罚性和不公正。
(“Being lumped in with them, it feels very punitive and inappropriate given the amount that we've done for US national security.”)
【注:2024 年,美国商务部禁止卡巴斯基实验室在美国提供杀毒服务,理由是俄罗斯政府的网络战能力对其运营构成威胁。此前的供应链风险认定均针对与外国政府有关联的企业——将同一机制用于美国本土公司确实是前所未有的。】
【7】波音不会告诉军方怎么用飞机——AI 为什么不同?
采访者提出了一个有力的类比:“波音为美国军方建造飞机,但波音不会告诉军方怎么使用那架飞机。这有什么不同?”
Amodei 用两个层面回应。首先是技术成熟度的差异。飞机已经存在很久了,将军们对飞机的工作原理有相当成熟的理解。但 AI 正在以前所未有的速度推进——模型的计算量每四个月翻一倍。“我们从未见过这样的创新速度。”
采访者立刻反驳:“如果这种速度持续下去,美国政府永远追不上。那你的逻辑不是自相矛盾吗?你一方面说要跟政府合作保障国家安全,一方面又说技术太快了政府跟不上。”
Amodei 的回应是:国会只需要追赶一次。技术速度快,但需要国会介入的议题很少且非常具体——就是国内大规模监控和全自主武器这两个。一旦立法框架建立,就不需要反复更新。
他把论证收束到一个核心问题上:“为什么要纠结那 1% 有违我们价值观的使用场景,而不是去推进 99% 有利于民主价值观、能够保卫这个国家的使用场景?我们甚至愿意研究那最后 1%,看看有没有办法以符合我们价值观的方式去做。”
【8】如果全自主武器出错了:误杀平民与 1000 万架无人机的问责难题
采访者追问:“给我举一两个例子,说明什么可能出错。”
Amodei 描述了两类风险。第一类是可靠性风险:AI 瞄错目标、射杀平民、缺乏人类士兵的判断力,导致友军误伤或无辜伤亡。“我们不想卖一个我们认为不够可靠的东西,不想卖一个可能导致我们自己人被杀或无辜者被杀的东西。”
第二类是监督风险。 他让观众想象一个场景:一支 1000 万架无人机组成的军队,由一个人或少数人协调控制。人类士兵有一整套问责链条,建立在每个人运用常识判断的基础上。当你把所有决策集中到极少数人手里,这套机制就崩溃了。
他再次强调,自己并不是说永远不应该有这样的无人机舰队——“也许某天我们需要它,因为我们的对手会有”——但必须先讨论问责机制。“谁在按按钮,谁有权说不。我觉得这非常合理。”
【9】“左翼觉醒公司”标签:Anthropic 一直刻意保持政治中立
采访者直接引用了特朗普的定性:“特朗普称 Anthropic 是'左翼觉醒公司'。这个决定是意识形态驱动的吗?”
Amodei 列举了一系列合作记录来反驳:他参加了特朗普和参议员 McCormick 在宾夕法尼亚州举办的能源活动,讨论为 AI 模型提供充足电力供应;Anthropic 签署了 AI 健康应用承诺;当政府的 AI 行动计划发布时,Anthropic 公开表示同意其中“许多甚至大部分内容”。
“Anthropic 只在 AI 政策领域发声,因为这是我们有专业能力的领域。我们不参与一般性的政治议题。这种认为我们不够公正的说法——我们一直在刻意保持公正。”
他补充说:“我们无法控制别人——哪怕是总统——对我们的看法。我们能控制的是:保持理性,保持中立,坚持我们的信念。”
【10】推文治国:没有正式通知,只有社交媒体帖子
采访者问 Anthropic 是否会采取法律行动。Amodei 说:"我们收到的只是一条推文。我们没有收到任何正式信息。没有实际的供应链定性文件。政府没有采取任何实际行动。只有推文说他们声称将要做什么。"
一家价值数百亿美元的美国科技公司,一个影响整个国防 AI 生态的决定,居然是通过社交媒体帖子来传达的。没有正式文件,没有法律程序,没有直接沟通。
“当我们收到某种正式行动时,我们会审视它,理解它,然后在法庭上挑战它。”
他还指出了 Hegseth 推文中一个重要的法律细节:Hegseth 声称“任何与军方做生意的公司不能与 Anthropic 进行任何商业活动”,但法律实际上只规定,在军事合同范围内不能使用 Anthropic。这两者之间有巨大差异。Amodei 直言 Hegseth 的推文“旨在制造不确定性,旨在制造恐惧、不确定和怀疑”。
对于这是否构成“权力滥用”,Amodei 第一次回避了这个问题,只说“这是前所未有的”。采访者再次追问,他才给出了更明确的定性:这从未发生过,从未对美国公司做过,而且从政府的声明和用语中可以清楚看出,“这是报复性和惩罚性的。我不知道还能怎么称呼它。”
【11】能否达成协议——“红线不会动摇”
采访者问他用 1 到 10 打分,未来达成协议的可能性有多大。
Amodei 没有打分。他重申了 Anthropic 的立场:两条红线从第一天起就存在,不会改变。如果能和五角大楼达成共识,协议当然可以有。“为了美国国家安全,我们继续希望让这件事行得通。但达成协议需要双方。”
【12】如果能跟总统说话——“反对政府是世界上最美国的事”
采访者给了 Amodei 一个直接向总统喊话的机会:“如果现在能跟总统说话,你会说什么?”
他说:我们是爱国的美国人。我们做的一切都是为了这个国家、为了支持美国国家安全。我们率先将模型部署给军方,是因为我们相信这个国家。我们画红线,是因为跨越这些红线违背美国价值观,我们要捍卫美国价值观。
当面临供应链认定和《国防生产法》的威胁——这些是“政府对私营经济前所未有的侵入”,他说 Anthropic 行使了“经典的第一修正案权利来表达异议”。
反对政府是世界上最美国的事,而我们在这件事上所做的一切都是爱国行为。
(“Disagreeing with the government is the most American thing in the world, and we are patriots in everything we have done here. We have stood up for the values of this country.”)
【13】商业生存——“不仅能存活,我们会很好”
采访者问出了投资者和客户最关心的问题:“你认为 Anthropic 能否作为一家企业存活下来?”
Amodei 说,供应链认定的实际影响范围远没有 Hegseth 推文暗示的那么大。"国防部长推文的目的是制造不确定性、制造恐惧,让人们认为影响会比实际大得多。但我们不会让这种策略得逞。我们会很好。"
【注:Anthropic 2026 年预计收入至少 180 亿美元,估值约 3800 亿美元。被取消的五角大楼合同价值 2 亿美元,占其收入比例很小。但更大的风险来自供应链认定可能带来的连锁反应——大量与五角大楼有业务往来的企业客户可能出于风险规避而减少使用 Claude。】
【14】最大的讽刺:OpenAI 同一晚上拿到了相同的条款
就在同一个晚上,事情出现了转折。
就在 Anthropic 因坚持两条红线而被“拉黑”的几个小时后,OpenAI CEO Sam Altman 在 X 上宣布,OpenAI 已与五角大楼达成协议,将在保密网络上部署其模型。关键在于 Altman 声称的条款。他写道:"我们最重要的两项安全原则是禁止国内大规模监控和人类对使用武力的责任,包括对自主武器系统的责任。战争部同意这些原则,在法律和政策中体现了这些原则,并且我们把它们写入了我们的协议。"
这与 Anthropic 被惩罚的理由完全相同。
多家媒体指出了这个矛盾。CNN 报道称“目前不清楚 OpenAI 的协议与 Anthropic 想要的有什么不同”。Fortune 的分析更加尖锐:关键区别可能在于措辞方式——Anthropic 试图在合同中明确写出这些限制,而 OpenAI 同意五角大楼可以将其技术用于“任何合法目的”,同时 Altman“也说将这些限制写入了协议”。两者如何同时成立,“不得而知”。
Axios 的报道提供了另一个视角:一位知情人士透露,OpenAI 协议中的限制“反映的是现有美国法律和五角大楼的政策”,意图不是“发明新的法律标准”。而 Anthropic 的核心关切恰恰在于——现有法律已经跟不上 AI 的能力了。
R Street Institute 的分析师 Mark Dalton 指出了五角大楼立场的一个根本性矛盾:本周早些时候,他们认为 Anthropic 的技术对国家安全如此重要,以至于考虑动用《国防生产法》来强制获取;而现在突然又说它是“供应链风险”。一个东西不能既是“不可或缺的国家安全资产”又是“供应链风险”,除非真正的问题是谁有权说“不”。
Altman 在帖子末尾还加了一句意味深长的话:“我们要求战争部将同样的条款提供给所有 AI 公司,我们认为每家公司都应该愿意接受这些条款。”
这场冲突的余波还远未平息。
Anthropic 表示将在法庭上挑战供应链风险的定性。超过 430 名 Google 和 OpenAI 的员工签署了公开信支持 Anthropic 的立场,呼吁行业团结。Google DeepMind 首席科学家 Jeff Dean 个人表态反对政府大规模监控。但 xAI 的 Elon Musk 站在政府一边,声称“Anthropic 仇恨西方文明”。
这场争论已经超越了一纸合同或一家公司的命运。正如 Amodei 在访谈中反复说的:当 AI 的能力跑到了法律前面,当算法可以做到宪法制定者从未想象过的事情,谁来守住底线?
OpenAI 在同一个晚上获得了包含相同限制的合同,连五角大楼最终也同意了这两条红线。真正的问题是:一家公司是否有权在谈判桌上说“不”,还是必须无条件服从。
Amodei 选择了说“不”。代价是一份 2 亿美元的合同、一个“供应链风险”的标签,以及总统在社交媒体上的点名攻击。他说 Anthropic 会没事的。时间会告诉我们答案。
完整访谈视频:http://www.youtube.com/watch?v=MPTNHrq_4LU
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