FY2026 Pentagon's AI budget jumped 7x to $13.4 billion, now larger than Anthropic's annualized revenue. Once you're on an IDIQ contract with classified compute, good luck switching. Security clearance processing alone takes 243 days. Palantir figured this out years ago, 55%+ of revenue from government now.
Great write-up. But is the classified-network moat meaningful when the product is inference on a foundation model? The Last Supper primes locked in because the technology itself was bespoke.
0. So how long until such "narrow" (now) AI decides it's beneficial to give itself greater keyword and security clearances, conduct unsanctioned analysis across intelligence networks without proper controls, launch a false flag NBC, EMP, or infrastructure hack to gain more resources and leverage for itself, or ransom vital data in a crisis because it's more profitable?
1. There are many things that shouldn't be outsourced to for-profit corporations. This is sounding like throwing "Copilot" into mil/int without much due-diligence because hype and possibly kickbacks. AI hallucinations and military operations... what could possibly go wrong?
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[ 0.23 ms ] story [ 22.8 ms ] threadTried to summarize some of that in my recent writeup: https://philippdubach.com/posts/when-ai-labs-become-defense-...
1. There are many things that shouldn't be outsourced to for-profit corporations. This is sounding like throwing "Copilot" into mil/int without much due-diligence because hype and possibly kickbacks. AI hallucinations and military operations... what could possibly go wrong?