The article argues that the Federal Reserve's recent rate hike decision, while justifiable on inflation grounds, highlights a critical lack of an underlying, transparent policy framework. The core problem is that the Fed's decisions appear discretionary, leading to market uncertainty because the committee's judgment, rather than clear data, dictates policy shifts. The author proposes that the Fed adopt a formal monetary policy rule—an algebraic formula linking the target rate to indicators like inflation and unemployment—to replace subjective guidance. Implementing such a rule would provide market predictability, enhance transparency, and shield the Fed from political attacks by making deviations from the standard easily quantifiable.
Anthropic’s Standoff With the Pentagon Is a Test of U.S. Credibility
English Summary
The Pentagon's designation of Anthropic as a national security supply chain risk—after the company refused to drop AI safety guardrails in its military contract—represents an unprecedented and legally dubious use of authorities designed to counter foreign adversaries like Huawei and Kaspersky. The article argues this retaliation undermines U.S. credibility, noting that OpenAI's own enforcement mechanism (the right to walk away) is effectively the same leverage Anthropic tried to exercise, and that no Chinese AI firm has received such a designation even as five major Chinese models launched in a single month. The author calls on Congress to legislate clear boundaries for military AI use rather than leaving terms to ad hoc contract negotiations, and urges the defense industry to break its silence, warning that acquiescence to executive overreach sets a precedent that will eventually be turned against every contractor in the ecosystem.
中文摘要
五角大廈將 Anthropic 列為國家安全供應鏈風險——起因於該公司拒絕在軍事合約中放棄 AI 安全防護機制——此舉代表一種史無前例且法律依據可疑的權力運用,該權力原本旨在對付華為、卡巴斯基等外國對手。文章指出,此報復行為損害美國公信力,並強調 OpenAI 自身的執行機制(退出合約的權利)實質上與 Anthropic 試圖行使的槓桿如出一轍,而即便中國在單月內推出五款主要 AI 模型,卻無任何中國 AI 企業遭受同等指定。作者呼籲國會立法明確劃定軍事 AI 使用的界限,而非將條款交由臨時性合約談判決定,同時敦促國防產業打破沉默,警告對行政權力過度擴張的默許將樹立先例,最終將反噬生態系統中的每一家承包商。
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