February 27, 2026 News
Trump Administration Terminates Federal Use of Anthropic AI Following Defense Dispute Over Surveillance and Autonomous Weapons
President Trump ordered all federal agencies to stop using Anthropic products within six months following a dispute with the Department of Defense. The conflict arose when Anthropic refused to allow its AI models to be used for mass domestic surveillance or fully autonomous weapons, positions that Defense Secretary Pete Hegseth deemed too restrictive. Anthropic CEO Dario Amodei maintained the company's stance on these ethical safeguards despite the federal ban.
Skynet Chance (-0.08%): Anthropic's refusal to enable mass surveillance and fully autonomous weapons, even at the cost of government contracts, demonstrates corporate commitment to AI safety boundaries that could reduce risks of uncontrolled military AI deployment. However, this may simply redirect DoD contracts to less safety-conscious providers, partially offsetting the positive impact.
Skynet Date (+1 days): The dispute and subsequent ban create friction in military AI adoption and may slow the deployment of advanced AI systems in defense applications, at least temporarily delaying potential pathways to dangerous autonomous systems. The six-month transition period and likely shift to alternative providers with potentially weaker safeguards somewhat limits this deceleration effect.
AGI Progress (-0.01%): The federal ban restricts Anthropic's access to government resources, data, and funding, which may marginally constrain their research capabilities and slow their contribution to AGI development. However, Anthropic's core research continues, and the impact on overall industry AGI progress is minimal given competition from other labs.
AGI Date (+0 days): Loss of federal contracts and potential government data access may slightly slow Anthropic's development pace, while the political friction around AI safety standards could create regulatory uncertainty that marginally decelerates broader AGI timelines. The effect is limited as other well-funded AI labs continue unimpeded development.
Pentagon Threatens Anthropic Over Restrictions on Military AI Use for Autonomous Weapons and Surveillance
Anthropic CEO Dario Amodei is in conflict with Defense Secretary Pete Hegseth over the company's refusal to allow its AI models to be used for mass surveillance of Americans or fully autonomous weapons without human oversight. The Pentagon has threatened to designate Anthropic as a supply chain risk and given the company a Friday deadline to comply with allowing "lawful use" of its technology, while Anthropic maintains its models aren't yet safe enough for such applications. The dispute centers on whether AI companies can impose usage restrictions on government military deployments or whether the Pentagon should have unrestricted access to any lawful application of the technology.
Skynet Chance (-0.08%): Anthropic's resistance to unrestricted military use and insistence on human oversight for lethal decisions represents a corporate safeguard against potential loss of control scenarios. However, the Pentagon's pressure and availability of alternative providers (xAI, OpenAI) who may have fewer restrictions suggests such safeguards could be circumvented, partially offsetting the positive safety stance.
Skynet Date (+0 days): The conflict introduces friction and debate around autonomous weapons deployment, potentially slowing immediate implementation of AI systems with reduced human oversight. However, if the Pentagon simply switches to more compliant vendors like xAI, this represents only a minor temporary delay in military AI autonomy.
AGI Progress (+0.01%): The dispute indicates that Anthropic's models are considered capable enough for advanced military applications, suggesting meaningful AI capability progress. However, Anthropic's own assessment that their models aren't yet safe for autonomous weapons suggests current limitations in reliability for high-stakes decision-making.
AGI Date (+0 days): This policy dispute concerns deployment restrictions rather than fundamental research or capability development, and doesn't materially affect the pace of AGI research or technical breakthroughs. The potential shift between AI providers (Anthropic to xAI/OpenAI) doesn't change overall AGI timeline trajectories.
OpenAI Secures $110B Funding Round as ChatGPT User Base Reaches 900M Weekly Active Users
OpenAI announced that ChatGPT has reached 900 million weekly active users and 50 million paying subscribers, with January and February 2026 projected to be record months for new subscriptions. The company simultaneously disclosed a massive $110 billion private funding round led by Amazon ($50B), Nvidia ($30B), and SoftBank ($30B), valuing OpenAI at $730 billion pre-money. The funding round remains open for additional investors.
Skynet Chance (+0.04%): Massive capital injection and unprecedented user scale increase deployment of powerful AI systems globally, potentially amplifying risks from misalignment or misuse before adequate safety mechanisms are fully validated at scale. The rapid adoption outpaces comprehensive safety infrastructure development.
Skynet Date (-1 days): The $110 billion funding from major tech companies including chip manufacturers (Nvidia) enables significantly accelerated compute infrastructure, research capacity, and deployment speed. This capital concentration and user momentum substantially accelerates the timeline for both capability advances and associated risk scenarios.
AGI Progress (+0.03%): The combination of 900 million active users providing training data, 50 million paying subscribers funding development, and $110 billion in fresh capital represents substantial progress toward AGI infrastructure and iterative improvement cycles. The massive scale enables faster capability development through real-world feedback and expanded research capacity.
AGI Date (-1 days): Historic funding levels ($110B) combined with strategic investments from compute providers (Nvidia) and cloud infrastructure leaders (Amazon) directly removes capital and resource constraints that typically slow AGI development. The accelerated subscriber growth also provides revenue sustainability for continuous intensive research efforts.
State Legislator Faces Silicon Valley Backlash Over AI Safety Regulation Efforts
New York State Assemblymember Alex Bores sponsored the RAISE Act, New York's first AI safety law, and became a target of a Silicon Valley lobbying group spending $125 million on attack ads. The episode discusses the broader regulatory battle occurring as communities block data center construction and debates polarize between "doomers versus boomers." Bores is attempting to navigate a middle path on AI regulation while running for U.S. Congress.
Skynet Chance (-0.03%): State-level AI safety legislation represents incremental progress toward governance frameworks that could mitigate existential risks, though the massive lobbying opposition suggests industry resistance may limit effectiveness. The regulatory efforts show growing political recognition of AI risks but face significant pushback.
Skynet Date (+0 days): The intense lobbying campaign and regulatory friction may slow some AI deployment and create compliance costs, slightly extending timelines for unconstrained AI systems. However, the limited scope of state-level regulation means the delaying effect is modest compared to federal or international coordination.
AGI Progress (0%): State safety legislation focuses on deployment guardrails and accountability rather than restricting fundamental AI research capabilities. The RAISE Act doesn't directly impact technical progress toward AGI.
AGI Date (+0 days): Community opposition to data center construction mentioned in the article could create infrastructure bottlenecks that modestly slow compute scaling necessary for AGI development. However, this represents localized friction rather than systemic constraint on the industry's overall trajectory.
AI Industry Employees Rally Behind Anthropic's Resistance to Pentagon Demands for Unrestricted Military AI Access
Anthropic is resisting Pentagon demands for unrestricted access to its AI technology, specifically opposing use for domestic mass surveillance and autonomous weaponry. Over 300 Google and 60 OpenAI employees have signed an open letter supporting Anthropic's stance, urging their companies to maintain these boundaries. The Pentagon has threatened to invoke the Defense Production Act or label Anthropic a supply chain risk if the company doesn't comply by Friday's deadline.
Skynet Chance (-0.08%): Industry coordination against autonomous weaponry and mass surveillance use cases represents meaningful alignment around safety boundaries that could reduce risks of uncontrolled AI deployment in high-stakes military contexts. The cross-company employee mobilization and executive sympathy suggest emerging institutional safeguards against particularly dangerous applications.
Skynet Date (+0 days): While the resistance slows immediate military deployment of unrestricted AI systems, the Pentagon's aggressive tactics and existing partnerships with other companies suggest regulatory pressure may eventually overcome these boundaries. The conflict creates temporary friction but doesn't fundamentally alter the trajectory toward more autonomous military AI systems.
AGI Progress (0%): This is primarily a governance and ethics dispute about deployment restrictions rather than technological capabilities or research breakthroughs. The conflict doesn't affect underlying AI development progress toward general intelligence.
AGI Date (+0 days): The regulatory standoff concerns specific use cases rather than fundamental research or compute availability that would accelerate or decelerate AGI development timelines. Military adoption constraints don't significantly impact the pace of AGI research.
OpenAI Secures Historic $110B Funding Round, Led by Amazon, Nvidia, and SoftBank
OpenAI announced a $110 billion private funding round with investments from Amazon ($50B), Nvidia ($30B), and SoftBank ($30B), against a $730 billion pre-money valuation. The funding includes major infrastructure partnerships with Amazon and Nvidia, with significant portions likely provided as compute services rather than cash. The round remains open for additional investors, with $35 billion of Amazon's investment potentially contingent on OpenAI achieving AGI or completing an IPO by year-end.
Skynet Chance (+0.04%): Massive capital influx and compute capacity (5GW combined) significantly accelerates deployment of frontier AI at global scale without clear corresponding safety investments disclosed. The contingency tied to AGI achievement by year-end suggests aggressive timeline pressure that could incentivize rushing development over safety considerations.
Skynet Date (-1 days): The unprecedented funding level and dedicated multi-gigawatt compute infrastructure dramatically accelerates the pace at which powerful AI systems can be developed and deployed globally. Amazon's $35B contingent on AGI achievement or IPO by year-end creates explicit incentives for rapid capability advancement.
AGI Progress (+0.04%): The $730 billion valuation and historic funding round with 5GW of dedicated compute capacity represents a major leap in resources available for AGI research and development. The explicit mention of a funding contingency tied to AGI achievement indicates investors believe OpenAI is on a credible near-term path to AGI.
AGI Date (-1 days): The massive scale of compute infrastructure (5GW total) and the explicit AGI-contingent funding tranche with year-end deadline strongly accelerates the timeline toward AGI achievement. This represents one of the largest single resource commitments to AGI development in history, removing key bottlenecks around compute availability and capital.