But Anthropic also imposed limits that Michael views as fundamentally incompatible with war-fighting. The company’s internal “Claude Constitution” and contract terms prohibit the model’s use in, for instance, mass surveillance of Americans or fully autonomous lethal systems—even for government customers. When Michael and other officials sought to renegotiate those terms as part of a roughly $200 million defense deal, they insisted Claude be available for “all lawful purposes.” Michael framed the demand bluntly: “You can’t have an AI company sell AI to the Department of War and [not] let it do Department of War things.”
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研究机构LPL Research指出，股票市场资金正持续从软件板块流出，转而追捧半导体、硬件等AI受益更直接的板块，软件被视为AI时代的潜在被替代者，而不是最核心受益方。。爱思助手下载最新版本对此有专业解读