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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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Such a public battle could have left everyone involved bruised. But investors seem to have decided that no one lost, rewarding all three companies. Least surprising was the 12% leap in Netflix’s stock price on news of the deal. Wall Street had thought all along that WBD was an overpriced acquisition. (Netflix would have paid $83 billion to WBD.) Investors were glad to see the streamer put aside its ambition of owning the traditional Hollywood studio. As for WBD itself, investors clearly felt Paramount was paying a decent price for the entire company. On news of the deal, WBD stock barely budged; it was almost exactly where it had been in December when the whole fray began.