Is War Just Another Data Point?

The conflict between Anthropic and the Pentagon is not what you think.

Is War Just Another Data Point?

Preliminary remark.

Hello to all our new subscribers

This week, I was going to continue my series on hyperproductivity, because some of you have confessed to feeling overwhelmed by all these new tools.

Part of what we learned last year by prompting ChatGPT is no longer enough. With agentic AI, Claude, Manus, OpenClaw, Kimi, Twin and Perplexity Computer are becoming tools for managing agents that do things for us: build a PDF from scratch, analyze data, create applications you can use right away. It is a productivity revolution that is still hard to grasp for those who don't have the max versions of these tools.

Following a few messages, I am putting together a short guide to hyperproductivity to share the way I work. An unorthodox way, but then again, each of us will find our own way of doing things.

As you know, a few minutes before I started writing my newsletter, the war in Iran officially began. A war with missiles, but also one of the first wars assisted by LLMs.

The Wall Street Journal confirms that Claude, despite its "ban", was used by U.S. Central Command in the Middle East.

According to Numerama, there may also have been the use of a digital kill switch that cuts off the entire Iranian Internet.

Iran: why did the country suddenly vanish from the Internet's radar?
On Saturday, February 28, 2026, as explosions rang out in Tehran, Isfahan and several other Iranian cities, Internet access collapsed across the whole country. A signal that has become routine in times of crisis there. The threat had been brewing for several weeks. The United States and Israel have

If this were confirmed, it would mean that a kill switch has been technically validated on an entire country. In my talks six years ago I spoke about this scenario, which has now been validated in practice. The consequences are dizzying.

My 2020 presentation already imagined this scenario. Scary!

All paying subscribers will now have access to the Club des Résilients, a space where we are going to learn together to do two important things:

  1. Protect your personal environment in a world that has become turbulent and unpredictable. That is the decoupling guide
  2. Reinvent your professional career and your capabilities in the age of hyperproductivity and the commoditization of many intellectual tasks. That is the hyperproductivity guide.

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 Sometimes, some newsletters leave more of a mark than others. This one will come in two parts to give you (and me) time to digest.

The standoff between Anthropic and the Department of War (formerly the Department of Defense) made me understand something important, which I am going to try to explain at somewhat greater length than usual, over two newsletters. 

For paying subscribers, I already sent out by email yesterday a strategic note summarizing the affair between Anthropic and the Trump administration. I am making it available to free subscribers today, here

🔴 Anthropic vs. the Pentagon: What You Need to Understand
On February 27, the US government classified Anthropic as a threat to national security, a label until then reserved for Huawei, ZTE and Kaspersky. Here are the facts, the timeline, the agreements, the positions, and what it changes.

 But this affair raises more questions than it answers. I have had a theory for some time now, and it is being confirmed by what we are watching unfold before our eyes this week.

As I explained in a previous newsletter, there exists in the United States a military-industrial complex 2.0 that lives off the exploitation of data, not the building of weapons. Built essentially around Palantir, its data management model is being disrupted, like the rest of the software industry, by a player nobody saw coming: Anthropic. 

I now better understand why Michael Burry, who foresaw the 2008 crisis and has a starring role in The Big Short, thinks Palantir is heading for the wall.

Christian Bale plays Michael Burry in The Big Short

For now, the relationship with the Trump administration and Alex Karp's relentless communication are protecting the stock, but for how long?

https://finance.yahoo.com/news/michael-burry-shorts-doing-far-174839022.html

Because the conflict begins with Palantir's use of Claude Code and ends in a standoff between Emil Michael, Under Secretary of Defense for Research and Engineering, an Uber alumnus, close to the Uber/Kalanick ecosystem, an investor in SpaceX, whose ties to the Pentagon run through the Feinberg/Cerberus network and Hegseth, and Anthropic's co-founder, who has understood full well that Palantir is trying to cast them as a subordinate player, when in fact they are the main tool of the coming agentic revolution.

Who is Emil Michael, the Trump official leading the war against Anthropic? | Fortune
Undersecretary of War Emil Michael cut his teeth at Uber and has vowed not to bend to “woke” AI.

This conflict quickly took on unimaginable proportions, but it also shows that to protect the ecosystem in place at the heart of defense, some people in the Trump administration are ready for anything, including trying to destroy a $380 billion American company a few days after its record $30 billion fundraising round.

What is going to play out in the coming weeks matters, and the lesson to be drawn matters for anyone who works, closely or remotely, with "data".

Enjoy the read (and the reread)

Part I - The power grab

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