The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force
Shownotes
Palo Alto Networks CIO Meerah Rajavel talks with TITV Host Akash Pasricha about securing AI agents and the risks of AI-generated code. We also talk with Modal Co-Founder and CEO Erik Bernhardsson about the company's $750 million funding round, $15.75 billion valuation and $1 billion annualized revenue run rate, and MoffettNathanson Managing Director Nick Del Deo about CoreWeave's debt, financing needs and power constraints. Lastly, Pentagon CTO Emil Michael joins The Information's Amir Efrati and Leo Schwartz to discuss the government's superintelligence task force, its dispute with Anthropic and the national security implications of the AI race with China.
Articles discussed in today's show:
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Chapters:
01:13 - Introduction
02:16 - Palo Alto Networks on securing AI agents
15:12 - Modal's valuation and revenue growth
26:25 - CoreWeave financing and neocloud risks
44:03 - Pentagon superintelligence task force
56:37 - Anthropic dispute
1:10:06 - Open-source AI and China
1:20:33 - Defense technology investment