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All-In PodcastHow the Pentagon cut Anthropic over terms-of-service clauses
Anthropic's contract barred defense uses. The Pentagon called it a supply chain risk; Emil Michael frames LUCAS drones as the model that replaces it.
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Episode Details
EPISODE INFO
- Released
- March 6, 2026
- Duration
- 1h 22m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military Follow Emil Michael: https://x.com/USWREMichael https://x.com/emilmichael Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/chamath/status/2029584905831891069 https://polymarket.com/event/us-forces-enter-iran-by https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026 https://x.com/chamath/status/2029416079781736844 https://x.com/USWREMichael/status/2029539950962626734 https://x.com/addyosmani/status/2029372736267805081 https://github.com/googleworkspace/cli https://x.com/chamath/status/2029634071966666964 https://www.lloyds.com/about-lloyds/history/lloyds-buildings https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk https://www.bloomberg.com/news/articles/2026-03-03/anthropic-nears-20-billion-revenue-run-rate-amid-pentagon-feud #allin #tech #news
SPEAKERS
Jason Calacanis
hostEmil Michael
guestChamath Palihapitiya
hostDavid Friedberg
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Emil Michael, How the Pentagon cut Anthropic over terms-of-service clauses explores Iran war update and Pentagon clash with Anthropic over AI The hosts frame an “emergency pod” around the escalating U.S.-Israel operation against Iran, asking Under Secretary of Defense for Research & Engineering Emil Michael about objectives, duration, and the likelihood of boots on the ground.
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