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Mark Zandi, chief economist at Moody’s Analytics, invoked the Spanish conquistador Hernán Cortés—who burned his boats upon arriving in Mexico in 1519, eliminating any possibility of retreat—to describe the posture he believes corporate America is quietly assuming toward AI adoption. Companies are investing heavily, making structural bets, and cutting off their own escape routes. Whether that leads to conquest or catastrophe, Zandi suggests, may depend on timing. The analogy crystallized for Zandi after fintech company Block announced it was slashing its workforce by 40%.
The Financial Times reports that Amodei has now re-entered negotiations in hopes of avoiding the supply chain risk designation. Amodei is now discussing terms of a potential deal with Undersecretary of Defense Emil Michael, who called the Anthropic CEO "a liar" with a "God-complex" in a social media post just last week.