This is a hell of a graphic from Morgan Stanley

#China currently has 339 gigawatts of wind and solar capacity under construction

One of the most consequential AI policy fights of the year erupted between Anthropic and the U.S. Department of War. The standoff triggered a broader divide across the AI industry. Anthropic framed the decision as a stand for responsible deployment, arguing that current AI systems are not safe enough for autonomous warfare or large-scale surveillance.

In a public statement, Dario Amodei emphasized support for using AI to defend democracies but drew firm red lines against mass domestic surveillance of U.S. persons—which could undermine civil liberties through unprecedented data aggregation—and fully autonomous weapons, due to reliability concerns and risks to warfighters and civilians. Anthropic rejected demands for "any lawful use" without safeguards, viewing threats to label the company a supply chain risk (typically reserved for adversaries) as contradictory and coercive

Claude's popularity surged amid the controversy, with reports of continued military use in operations planning despite the ban. Anthropic committed to a smooth transition if offboarded, while advocating for ethical boundaries in national security AI.

Sources: Dario Amodei Statement, Statement on the comments from DoW, AIthinkerlab blog post, last tweet

Sama first seconded Dario, the next day signed a DoW agreement, pledging similar safeguards but agreeing to provide models for defense use under a $120M contract. That decision wasn't well received by the public and several OpenAI employees. So Sam had to do some damage control with his communication. xAI reportedly lifted restrictions to secure classified work — this comes with no surprises or consequences, since Elon Musk is already fighting public approval. Google has a similar situation, since they've been working with the Pentagon in the US and overseas, no changes in their alignment.

Sources: Sam comments

In the early hours of March 1, 2026, amid Iran's retaliatory drone and missile strikes across the Gulf following US and Israeli attacks on Tehran, Amazon Web Services' ME-CENTRAL-1 region in the UAE took direct hits. Two facilities were struck by drones, sparking fires, structural damage, and power disruptions that forced local authorities to shut down primary and backup systems. A nearby strike in Bahrain damaged a third AWS site, with fire suppression efforts causing additional water damage to sensitive equipment.

Expect this to become the norm in modern warfare.

Sources: tweet, tweet

The escalation of war in Iran is already showing serious consequences for the AI world. Large investments into AI are coming from the UAE. Between many flying Dubai, the future drone attack at the oil refineries, and the lockdown of the Strait of Hormuz, the UAE will be financially strangled and very likely it will close the flow of funds going into Silicon Valley's AI companies. This in combination with other macro-economics and geopolitical issues might cause the AI bubble to pop.

Sources: Predictive History — US - Iran

You may have seen this bet. Luckily Polymarket finally decided to ban it. Turn out even a free market needs some regulation or it self-distruct. Sources: tweet

"We’ve identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax. These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve their own models." Sources: tweet

A short note on Citrini Research’s viral blog post “The 2028 Global Intelligence Crisis,” which briefly rattled markets and triggered a sell-off in software, tech, and payments stocks (Dow fell ~1.7%, S&P 500 ~1%). It’s a well-written doomer scenario on the post-AI job market — white-collar displacement → collapsing middle-class consumption → deflationary spiral by 2028 — and while the prose is solid and the logic sounds compelling, it rests on several flawed economic assumptions that only hold up if you’re not deep in labor economics, productivity dynamics, or macro feedback loops. Sources: tweet, blog post

The market called the upcoming lay off SaasPocalipse a secret meme group I'm part of called it way more appropriately The Fuckening

Mixed situation:

• Gartner says there won't be job loss but chaos during the shift.
• Jamie Dimon (JPM) also think there will be chaos.
• Marathon's founding partner is already noticing that nobody's hiring. This month Jack Dorsey laid off 40% of Block 3000 employees. Block is doing well financially, this layoff is driven by making the company leaner and faster.
• Anthropic: Labor Market Impacts of AI — 1. Massive gap between what AI could do and what it is actually doing. 2. Most exposed Jobs: developers (74.5%), customer service (70.1%), data entry keyers (67.1%). 3. Junior hiring decreased.

Antrhopic: Labor Market Impacts of AI research

Sources: Gartner, Jamie Dimond, Marathon, Jack Dorsey tweet, Moats blog post, Antrhopic - Labor Market Impacts of AI