Ilia Ilinskii

I think we all lie every day (even when we say "Good night" to someone, and we don't even have to mean it sincerely).

We also lie on our resumes, we don't fully disclose everything on our tax returns, and we sometimes fake income.

Today, I read a TechCrunch article about what investors are no longer looking for in SaaS, or rather, what to avoid if you don't want to lose their interest.

The red flags were:

• Too easy to replicate light AI wrappers, generic horizontal tools, basic CRM clones, generic productivity or project management tools.

• No real depth products where differentiation is mostly UI and automation, anything without proprietary data, surface-level analytics.

• Becoming obsolete workflow automation tools that coordinate human work (agents are taking over), integrations as a moat (MCP is making connectors a commodity), and "workflow stickiness" products trying to keep humans inside their software.

TL;DR: Anthropic refused to sign a contract with the Pentagon that would have allowed the U.S. military to use all of its models without restrictions. Anthropic insisted on an exception, and brace yourself, that its models cannot be used: 1) for mass surveillance of citizens, 2) for autonomous killing. Now the administration is threatening that if the founder of Anthropic doesn't change his mind by a certain date, they will come after him.

Google, OpenAI, and Musk (Grok) have all signed the contract.

Following Sam Altman's announcement over the past few hours, people have been speaking out massively about cancelling their OpenAI subscriptions and subscribing to Claude.