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It’s unclear why the government agreed to team up with OpenAI if its models also have the same guardrails, but Altman said it’s asking the government to offer the same terms to all the AI companies it works with. Jeremy Lewin, the Senior Official Under Secretary for Foreign Assistance, Humanitarian Affairs, and Religious Freedom, said on X that DoW “references certain existing legal authorities and includes certain mutually agreed upon safety mechanisms” in its contracts. Both OpenAI and xAI, which had also previously signed a deal to deploy Grok in the DoW’s classified systems, agreed to those terms. He said it was the same “compromise that Anthropic was offered, and rejected.”
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Gene Munster, manager partner at Deepwater Asset Management, said that buildout was likely to continue for a long time.