When AI Competition Breaks the Rules of Diplomacy

[johnblockbuster]

What made Amodei’s comments remarkable wasn’t just the rhetoric — it was who they targeted. Nvidia is not only Anthropic’s primary GPU supplier but also a major investor, having committed up to $10 billion as part of a deep technology partnership announced just months earlier. Yet at Davos, Amodei openly criticized the very company his models depend on.

That fearlessness signals something bigger. Anthropic is well capitalized, highly valued, and confident in its market position, with its Claude models widely respected among developers. The episode suggests the AI race has become so high-stakes that traditional constraints — investor relations, partnerships, even diplomatic caution — no longer apply. When AI leaders speak this freely, it’s a sign they believe the outcome matters more than the fallout.

[lingriiddd]

criticizing your biggest supplier and investor on a davos stage is wild confidence