Expanding our partnership with GSA to bring Claude to all levels of government
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Genuine public service.
10-15% discount was sufficient to get listed.
What is our rush to give up our own thinking?
Also, fuck them, just because they are on the books for an amount of money equal to the GDP of New Zealand doesn't mean I want to pay it off for them with my taxes.
GSA should be working to host its own inference and models for federal agencies, not selling out to unprofitable private infrastructure.
Read their SEC filing, then decide if the "discount" is sustainable as a multi-agency dependency for decades to come. Or just blindly accept this as a positive and downvote away.
If GSA is already considering vendor lock-in as they establish new public services across multiple agencies, the natural move is to build them to eventually transition to a federally-owned and operated provider. Especially with how involved the U.S. government is in limiting capabilities Anthropic provides to consumers today.
If it's critical infrastructure, it should be publicly owned, funded, and protected by the federal government directly. Not rented from someone else under contracts that can be violated.
I don’t actually think you want the federal government doing their own cloud work tbh. It’s a hugely expensive endeavor and the incentives are not there to do it right across government.
These agreements are pretty iron clad and the data centers are often separate and have their own setups.
Once a cross-cutting services agency like DISA or GSA own the stuff they quickly become a bottleneck for government agencies because they can, and then each agency goes out and fights for their own budgets to avoid the bottleneck, and then we’re back to renting.
It’s often better for service to have separate agreements with agreed upon commercial providers for this reason.
But we’re also taxpayers. So maybe there’s an equilibrium.
Also ideally some competition between those providers that will keep prices in line. (Spoiler: it absolutely does)
GSA also requires that the government is the lowest cost customer so nobody on earth is allowed any better deal. This also applies pressure. You have to rely on incentives in the end.
If you assume nobody has any integrity and incentives are all fake and nobody will hold to their agreements then there isn’t really a “public” good anymore anyway so what’s the point in trying to make a public cloud? It would just lead to grift at larger scale that wouldn’t even benefit our stock portfolios.