Uploaded March 2026 | Updated September 2026, 1 hour ago

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M.G. Siegler of Spyglass is back for our monthly tech news discussion. Siegler joins us to discuss the latest on the Pentagon’s clash with Anthropic, why OpenAI stepped in to take the deal, and what comes next for Anthropic and its CEO, Dario Amodei.

Tune in to hear what the “supply chain risk” label could mean and AI’s growing role in defense work. We also cover Apple’s rumored trio of AI devices, Siri’s latest delays, and the Netflix–Warner Bros. Discovery deal falling apart as Paramount jumps in.

00:00:00 - Introduction
00:00:34 - Anthropic's Dispute with the Pentagon
00:02:12 - Implications of the Dispute
00:24:15 - The Potential Impact on Anthropic
00:30:51 - OpenAI's Involvement in the Dispute
00:32:18 - Predictability and Backlash of OpenAI's Involvement
00:33:58 - Potential Implications for OpenAI and Other Companies
00:47:35 - Implications of AI Implementation and Strategy
00:49:15 - Speculation on Amazon and OpenAI Partnership
00:51:51 - Analysis of Netflix, Warner Brothers, and Paramount Deal