#201: Anthropic vs. Pentagon Round 2, AI Job Impact Study, Services as the New Software & GPT-5.4

2026-03-10

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The data is in, and it's harder to ignore. Anthropic's new "observed exposure" study reveals AI can handle 94% of knowledge work tasks in theory and the gap between theory and reality is narrowing fast. Paul and Mike unpack what that means for your career, your company, and the broader social contract around work. This week: the Anthropic vs. Pentagon saga escalates, a Sequoia partner predicts AI will replace entire service industries (not just software), GPT-5.4 drops and outperforms professionals on economic benchmarks, a Polish mathematician has his "personal...

This week: the Anthropic vs. Pentagon saga escalates, a Sequoia partner predicts AI will replace entire service industries (not just software), GPT-5.4 drops and outperforms professionals on economic benchmarks, a Polish mathematician has his "personal singularity" moment — plus rapid fire on AI journalism, OpenClaw security risks, AI copyright law, and Meta's smart glasses privacy scandal.

Show Notes: Access the show notes and show links here

Click here to take this week's AI Pulse.

Timestamps:

00:00:00 — Intro

00:04:32 — AI Pulse Survey Results

00:07:00 — Anthropic vs. US Government Round 2

00:19:43 — Anthropic Analyzes AI Job Impact

00:35:30 — Services as the New Software

00:49:19 — Barriers to Enterprise AI Adoption

00:54:54 — GPT-5.4

01:00:55 — The Move 37 Moment for Math

01:05:39 — AI and Journalism Update

01:10:03 — NVIDIA CEO Calls OpenClaw “Most Important Software Release Ever”

01:13:35 — AI Art Can’t Be Copyrighted

01:16:08 — Meta Sued Over Smartglasses Privacy Concerns

01:19:21 — Microsoft Copilot Cowork

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