Anthropic vs. OpenAI: The DoD Contract

In Machines we Trust

Technology

4.3 • 6 Ratings

🗓️ 13 March 2026

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jamie & Jaeden explore the heated dispute between Anthropic and OpenAI over a Department of Defense contract, which led to a surge in Anthropic's app downloads and a dip for ChatGPT, and question the actual impact of this controversy on the broader AI market.

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Chapters

00:00 The Rise of Claude and the Fall of ChatGPT

02:45 Contrarian Views on AI and Government Contracts

05:51 Anthropic's Stance on Military Use of AI

08:56 The Impact of User Trends on AI Companies

12:02 Market Dynamics and Future Predictions

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Transcript

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0:00.0	Chaggbt uninstalls surge by over 295% after their Department of Defense deal.
0:07.4	Chad GBT is in some hot water.
0:08.9	People are not very happy about this.
0:10.6	And then Claude now is being installed more than any other app out there.
0:15.8	It's the number one.
0:17.3	It's reached the number one spot.
0:19.2	There's a big shift going on.
0:20.7	And I think it's for a lot of
0:21.8	reasons besides just the Department of Defense deal. But I think that really turned a lot of people
0:28.1	off to chat, GBT, and they're worried about their security, their privacy. And Claude already
0:33.1	has been on the come up because of Claude code. Lots of people are starting to use Claude,
0:39.1	and they may end up taking the number one spot for the most used AI company eventually.
0:44.3	We'll have to see about that. But Jaden, why don't you tell them about what's going on here
0:48.0	in this story? Okay. I actually have a contrarian take that if you are easily upset about things, you will be upset about me, no doubt.
0:56.5	But I'll give you my contrarian take on this. And when I say contrarian, if you go to TechCrunch and you want to like know the latest in AI news in their AI section, every other article for the last 20 articles has covered this topic in one specific, one specific point of view, which is it's like chat chupiti installs surge.
1:16.8	No one has a good plan for how AI companies should work with the government.
1:19.9	Users are ditching chat chitipiti for clod.
1:21.8	Here's how to make the switch.
1:23.8	Tech workers urge Department of Defense to withdraw Anthropic label of supply chain risk.
1:28.3	Anthropic Claude reports widespread outage, presumably from so many people using it, right?
1:34.6	Anthropics Claude rises to number one in the app store following Pentagon dispute.
1:37.7	Opening Eye reveals more details about its agreement with the Pentagon.
	...

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