• A federal judge has temporarily struck down the Pentagon's effective blacklisting of Anthropic.
• US District Judge Rita Lin's ruling hands a major victory to the AI frontier model maker.
• The Pentagon has already struck a deal with OpenAI and is looking to find other AI companies.

A federal judge has granted Anthropic a major reprieve as the AI company challenges the Pentagon's effective blacklisting.

On Thursday, US District Judge Rita Lin granted Anthropic's request for a preliminary injunction to temporarily block the "Presidential Directive" that ordered federal agencies to stop using Anthropic's technology, and Defense Secretary Pete Hegseth's decision to formally label the AI frontier model maker as a "supply chain risk."

Lin also stayed the effective date of the supply-chain designation, meaning that it cannot take place while the injunction is in place.

The decision is a victory for Anthropic and its CEO Dario Amodei, who refused to bow to Hegseth's demands. It is not immediately clear if the Justice Department will appeal the decision. In the hours after talks with Anthropic fell apart, the Pentagon struck a deal with OpenAI.

"We're grateful to the court for moving swiftly, and pleased they agree Anthropic is likely to succeed on the merits," an Anthropic spokesperson said in a statement. "While this case was necessary to protect Anthropic, our customers, and our partners, our focus remains on working productively with the government to ensure all Americans benefit from safe, reliable AI."

Spokespeople for the Pentagon and White House did not immediately respond to a request for comment.

In court filings, Anthropic officials said the risk designation could jeopardize potentially billions in revenue. If the injunction remains, Anthropic will be able to continue to do business with defense contractors.

Lin wrote in her decision that the injunction does not require the Defense Department to use Anthropic's products or services.

Many in tech are closely watching the California case, since it tests whether the federal government can use some of its most severe powers to force a major AI company to agree to contractual terms. Microsoft, which filed an amicus brief in support of Anthropic, also said it was concerned about potential repercussions if companies like itself continued to partner with Anthropic.

Ahead of her ruling, Lin grilled the Justice Department over what she said looked like "an attempt to cripple Anthropic." She said that the Pentagon could have simply discontinued using Claude, but instead, the Trump administration made repeated actions that appeared to be designed to "punish" the company.

"One of the amicus briefs used the term 'attempted corporate murder.' I don't know if it's murder, but it looks like an attempt to cripple Anthropic," Lin said during the hearing. "And specifically, my concern is whether Anthropic is being punished for criticizing the government's contracting position in the press."

Beyond the California case, Anthropic has a separate suit pending in the D.C. Circuit over the supply chain risk designation.

It also remains to be seen how the White House and the broader Trump administration will treat Anthropic beyond the actions Lin's ruling compels.

During the hearing, Deputy Assistant Attorney General Eric Hamilton repeatedly said that the Pentagon questions Anthropic's "reliability and trustworthiness." Hamilton said that defense officials are concerned Anthropic may try to improperly skew its AI models or shut off access.

In recent weeks, Hegseth, who met with Amodei, said the AI startup put "Silicon Valley ideology above American lives." President Donald Trump decried the "WOKE COMPANY" run by " Leftwing nut jobs" in a Truth Social post that was also part of the California lawsuit.

"Their selfishness is putting AMERICAN LIVES at risk, our Troops in danger, and our National Security in JEOPARDY," Trump wrote on Truth Social on February 27.

• TSA agents are working without pay amid the partial government shutdown.
• Elon Musk on Saturday said on social media that he'd like to cover the workers' salaries.
• The White House said that it poses "legal challenges" due to Musk's involvement with federal contracts.

The White House turned down Elon Musk's offer to cover TSA agents' salaries as they continue to work without pay amid the partial government shutdown.

"We greatly appreciate Elon's generous offer," Abigail Jackson, a White House spokesperson, told Business Insider. "This would pose great legal challenges due to his involvement with federal government contracts. The fastest way to ensure TSA employees — and all DHS employees — get paid is for Democrats to fund the Department of Homeland Security."

CBS News first reported the White House's rejection. Musk did not immediately respond to a request for comment.

The billionaire CEO on Saturday wrote in a social media post that he'd like to cover the salaries of TSA workers "during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country."

As of Wednesday, TSA workers missed at least one paycheck as Congress remains at an impasse over funding for the Department of Homeland Security.

The funding lapse has led to staffing shortages and hourslong lines at airports across the country.

As a countermeasure, the Trump administration deployed Immigration and Customs Enforcement agents to address airport disruptions.

• Uber has partnered with at least a dozen robotaxi players in the past few years.
• The ride-hailing giant is spreading its bets in an industry that still has no clear winner.
• The investments also stimulate a robotaxi economy that's not ruled by a singular player.

By Dara Khosrowshahi's telling, the robotaxi future doesn't belong to one company: Multiple vendors supply the fleet as driverless cars expand the market, and in the middle of it all, Uber stands as the demand gatekeeper.

The ride-hailing giant's latest deal blitz seems designed to ensure this is the future that materializes.

Uber announced three new robotaxi partnerships in the past few weeks with Zoox, Wayve-Nissan, and Rivian. In less than half a decade, the company has secured at least a dozen deals, including with WeRide, AVride, May Mobility, Momenta, Pony.AI, Wayve, Baidu's Apollo Go, Motional, and Lucid-Nuro.

Still, less than a half-dozen of Uber's partners have deployed fully driverless, paid robotaxi operations, and only one, Waymo, operates in the US. Uber has a joint deployment with Waymo in Atlanta, Austin, and Phoenix, but in other cities, Waymo is a competitor.

Uber's partnership spree is less about seeking the singular, dominant player of autonomous driving. Instead, analysts told Business Insider that Uber is ensuring multiple vendors can participate in the expensive business of robotaxis — fending off the real risk of a Waymo or Tesla scaling on its own — and giving itself a stake in the robotaxi economy by being the aggregator of choice.

"The more diversified the supplier base, the better for the network in the middle, which is Uber," Mark Mahaney, an Uber analyst for Evercore ISI, told Business Insider.

Uber's defense and offense

Uber abandoned its in-house self-driving division years ago. Today, the ride-hailing company is targeting partnerships, including companies that, unlike Waymo, have expressed no interest in making their own apps, such as Nuro and Hyundai's Motional.

Instead, it is going the partnership route to shape a multiplayer market with companies that have expressed no interest in developing their own apps, including Nuro and Hyundai's Motional.

Those partnerships are not just about hedging, said Lloyd Walmsley, an Uber analyst for Mizuho Financial Group. By joining the investor roster, a giant like Uber puts its stamp of approval on those companies, thus attracting other investors that can help fund a smaller outfit, he said.

"The bets they're making aren't that big relative to their market cap," Walmsley said of Uber. "So it's in their interest to put a little bit of capital out there that then attracts even more capital from third parties that will build the ecosystem for them."

Laura Major, the CEO of Motional, framed the stakes more bluntly. She told Business Insider that autonomy — and having multiple players — is "existential" for Uber.

"If there's one winner, that's going to be a problem for them," Major said. "I think it creates a huge risk if that robotaxi partner starts their own ride-hail service."

Uber's strategy, through that lens, is defensive. Waymo has shown it can offer commercial robotaxis with its own app and fleet maintenance, and Tesla remains a looming threat as it works on Robotaxi. If one or both companies can control the car, the software, and the customer relationship at scale, Uber's position weakens.

However, Uber's bets are also opportunistic. Walmsley said that if Uber can add more autonomous options that bring down the cost of human-driven rides, the company can increase demand, not just cannibalize the volume of trips that exist today.

Mahaney agreed that Uber's strategy can expand the total addressable market — in this case, the total pool of ride bookings Uber could eventually capture. He added that a larger group of partners could also help Uber secure more favorable deal terms.

One or two players could "probably extract pretty aggressive terms from Uber," Mahaney said. "If there are five to 10, then actually Uber gets more negotiating leverage."

Who will stay in the robotaxi race?

The gap between signing a partnership and putting thousands of safe, fully driverless cars on the road remains wide. Most of Uber's partners have yet to deploy a fully driverless, paid service.

Motional believes cost could be the decisive factor. Alan Hall, Motional's director of communications, said flashy demos and features will matter less than who can scale the cheapest and safest ride.

Mahaney, the Evercore ISI analyst, similarly said that having a few cars in one city proves far less than having a company that can sustain a large commercial fleet. Until then, Uber is placing bets on a field that still has no clear shape, he said.

"There are a lot of players out there," Major, the Motional CEO, said. "No one knows quite who's going to survive this phase."

An Uber spokesperson did not respond to a request for comment.