In this episode, Nik welcomes back Yaël Ossowski, Fellow at the Bitcoin Policy Institute, to break down the escalating standoff between Anthropic and the Pentagon. They examine how Claude was reportedly used in the Venezuela raid, why Anthropic is drawing a hard line against warrantless surveillance and autonomous weapons, and the political fault lines forming between AI safety and permissionless innovation. Yaël unpacks the third party doctrine and its direct implications for Bitcoiners’ financial privacy, and they close with a look at how the massive AI capex buildout is reshaping the U.S. economy and what it means for Bitcoin in the broader macro picture.

The Bitcoin Layer and its guests do not provide investment advice.