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  • Anthropic vs Pentagon ¨, SpaceX eyes March IPO ¨, lessons building Claude Code ¨¨

    From TLDR@VERT to All on Mon Mar 2 11:26:49 2026
    Emil Michael, the Department of War's chief technology officer, had
    been negotiating with Anthropic for weeks on a $200 million AI
    contract


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    BIG TECH & STARTUPS

    HOW TALKS BETWEEN ANTHROPIC AND THE DEFENSE DEPT. FELL APART (8
    MINUTE READ) [5]

    Emil Michael, the Department of War's chief technology officer, had
    been negotiating with Anthropic for weeks on a $200 million AI
    contract. The talks had hit an obstacle as Anthropic would not allow
    its technology to be used for purposes such as the surveillance of
    Americans. Michael demanded that Anthropic's CEO, Dario Amodei, get on
    the phone to discuss the issue, but he was told Amodei was in a
    meeting with his executive team and needed more time. Michael had been hammering out a deal with OpenAI on the side, so the Department of War designated Anthropic as a security risk and cut it off from working
    with the government.

    SPACEX WEIGHS CONFIDENTIAL IPO FILING AS SOON AS MARCH (4 MINUTE
    READ) [6]

    SpaceX may file for its initial public offering as soon as this
    month. The firm expects to submit its draft IPO registration to the US
    SEC in the next few weeks, keeping it on track for a June listing. It
    could be seeking a valuation of more than $1.75 trillion. The listing
    could raise as much as $50 billion.

    ¨

    SCIENCE & FUTURISTIC TECHNOLOGY

    GOOGLE QUANTUM-PROOFS HTTPS BY SQUEEZING 15KB OF DATA INTO 700-BYTE
    SPACE (3 MINUTE READ) [7]

    Google has implemented a new Merkle Tree Certificate system in
    Chrome. It uses Merkle Trees to provide quantum-resistant assurances
    that a certificate has been published without having to add most of
    the lengthy keys and hashes. Cloudflare is enrolling roughly 1,000 TLS certificates to test how well the system works. The Internet
    Engineering Task Force standards body has formed a new group to
    develop a long-term solution for generating the distributed ledger.

    `WORLD'S LARGEST BATTERY' TO PROVIDE 100-HOUR IRON-AIR STORAGE FOR
    GOOGLE DATA CENTER (4 MINUTE READ) [8]

    Google is building a new data center in Pine Island, Minnesota, that
    will be powered by 1.9 gigawatts of clean energy from wind and solar.
    It will use a 300-megawatt iron-air battery with a 30-gigawatt-hour
    capacity and 100-hour duration. Iron-air batteries store electricity
    by making rust and then reversing the rusting process to release
    energy when needed. While these batteries are heavier and less
    efficient than their counterparts, they are almost three times
    cheaper. Google will fund the installation of many smaller batteries
    across the grid to increase power capacity and make the system more
    reliable.

    ¨

    PROGRAMMING, DESIGN & DATA SCIENCE

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    provide tools that elevate software quality. Get the eBook [9]

    LESSONS FROM BUILDING CLAUDE CODE: SEEING LIKE AN AGENT (8 MINUTE
    READ) [10]

    Designing tools for models is as much of an art as it is a science.
    It depends heavily on the model, the goal of the agent, and the
    environment it's operating in. Developers need to experience often,
    read outputs, and try new things. This post provides a useful
    framework for designing agents with tools that are shaped to their own abilities.

    APPLE REPLACING CORE ML WITH MODERNIZED CORE AI FRAMEWORK FOR IOS 27
    AT WWDC (1 MINUTE READ) [11]

    Apple plans to replace Core ML with a modernized Core AI framework to
    help developers better leverage modern AI capabilities with their apps
    in iOS 27. The shift from 'ML' to 'AI' is an acknowledgement from
    Apple that 'machine learning' is a dated term that no longer resonates
    with developers or consumers. The general purpose of Core AI will
    remain the same, but there will likely be new ways to incorporate AI
    features into apps. Apple will announce iOS 27 at its WWDC conference
    in June.

    ¨

    MISCELLANEOUS

    I'D LIKE TO ANSWER QUESTIONS ABOUT OUR WORK WITH THE DOW AND OUR
    THINKING OVER THE PAST FEW DAYS (2 MINUTE READ) [12]

    OpenAI CEO Sam Altman recently held an Ask Me Anything on X to
    discuss the company's recent decision to work with the Department of
    War. In the thread, he answered questions around whether society
    should prefer a democratically elected government or unelected private companies to have more power, whether the government should
    nationalize OpenAI or other AI efforts, and the work it takes to keep
    society safe. Katrina Mulligan, OpenAI's Head of National Security Partnerships, and Boaz Barak, a computer scientist at OpenAI, were
    also present in the thread to answer questions.

    ANTHROPIC'S CLAUDE OVERTAKES CHATGPT IN APP STORE (3 MINUTE READ)
    [13]

    Anthropic's Claude has dethroned OpenAI's ChatGPT in Apple's App
    Store. The sudden surge in rankings is almost certainly due to public
    backlash at a recent decision by OpenAI to work with the Department of
    War to deploy AI without restrictions on mass domestic surveillance
    and fully autonomous weapons. Anthropic was recently labeled a
    supply-chain risk to national security for refusing to amend its
    safety policies for its work with the government.

    ¨

    QUICK LINKS

    LET'S TALK ABOUT THE HUMANOID ROBOT IN THE ROOM (8 MINUTE READ) [14]

    Humanoid robots are like self-driving cars, but significantly more
    complex, and we still haven't fully solved self-driving, so it is
    unlikely that we're close to having general-purpose humanoid robots at
    home.

    THE THIRD ERA OF AI SOFTWARE DEVELOPMENT (5 MINUTE READ) [15]

    Cursor is moving towards helping developers build the factory that
    creates their software.

    THE PLATFORM FOR BUILDING AGENTS (WEBSITE) [16]

    Cloudflare's Agents platform allows developers to build agents in an environment designed for durable execution, serverless inference, and
    pricing that scales.

    A FIRST GUIDE TO BUILDING APIS WITH AI (2 MINUTE READ) [17]

    This post contains notes on building APIs in an AI-first world from
    someone who has maintained many APIs but only has basic
    working-professional knowledge of building APIs at scale, securing
    APIs, and related subjects.

    THE TWO VIEWS OF RATIONALITY (15 MINUTE READ) [18]

    It's important to distinguish between what's scientifically true and
    what's empirically useful.

    AMAZON TRIES ITS LOW-COST APPROACH TO WINNING THE AI RACE (9 MINUTE
    READ) [19]

    Amazon's winning formula for many years has been to sell the thing
    everyone wants but charge less for it.

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    Thanks for reading,
    Dan Ni [26] & Stephen Flanders [27]

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    [5] https://links.tldrnewsletter.com/xpdDCG
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    [13] https://mashable.com/article/claude-overtakes-chatgpt-in-apple-app-store?utm_source=tldrnewsletter
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