Today’s episode explores a high-stakes standoff between the U.S. Department of Defense and Anthropic, alongside broader market conditions and eye-catching innovation at Mobile World Congress 2026.

The discussion opens with escalating tension between Anthropic and the Pentagon over military applications of artificial intelligence. While other major labs, including OpenAI and xAI, have reportedly agreed to “all lawful use” contract terms, Anthropic has slowed negotiations in order to preserve ethical limits related to mass surveillance and autonomous weapon systems. The company appears determined to draw boundaries around how its models may be deployed in defense contexts.

In response, Defense Secretary Pete Hegseth has raised the possibility of labeling Anthropic a supply chain risk or ...