Dario Amodei (invitado)

Dario Amodei: Full interview: Anthropic CEO responds to Trump order, Pentagon clash

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27:44 min youtube 2026 Week 9 πŸ‡¬πŸ‡§ EN
Full transcript
[00:00] We appreciate you taking the time. You are Dario Amodei, the CEO of Anthropic. Is that right? >> That's correct, yeah. >> Great. Well, I My first question to you is why won't you release Anthropic's AI without restrictions to the US government? Yeah, so, you know, we should maybe back up a bit for a little bit of context. So, you know, Anthropic actually has been the most lean forward of all the AI companies in working with the US government and working with the US military. We were the first company to, you know, put our models on the classified cloud. We were the first
[00:31] company to make custom models for national security purposes. We're deployed across the intelligence community and the military for applications like cyber, you know, combat support operations, various things like this. And, you know, the reason we've done this is, you know, I I believe that we have to defend our country. I believe we have to defend our country from autocratic adversaries like China and like Russia. And so, we've been we've been very, you know, we've been very lean forward. We have a substantial, you know,
[01:01] a public sec team, public sector team. But, you know, I have always believed that, you know, as we defend ourselves against our autocratic adversaries, we have to do so in ways that defend our democratic values and preserve our democratic values. And so, we have said to the Department of War that we are okay with all use cases, basically 98% or 99% of the use cases they want to do, except for two that we're concerned about. One is domestic mass
[01:31] surveillance. They're worried that, you know, things may become possible with AI that weren't possible before. An example of this is something like taking data collected by private firms, having it bought by the government, and analyzing it en masse via AI. That actually isn't illegal. It was just never useful before the era of AI. So, there's this way in which domestic mass surveillance is get is getting ahead of the law. The the the technology is advancing so fast that
[02:03] it's out of step with the law. That's case number one. Case number two is fully autonomous weapons. This is not the partially autonomous weapons that are used in Ukraine or or, you know, could potentially be used in Taiwan today. This is the idea of making weapons that fire without any human involvement. Now, even those, I think that, they, you know, our adversaries may at some point have them. So, perhaps, you know, they may they may at some point be needed for the defense of democracy. But, we have some concerns
[02:34] about them. First, the AI systems of today are nowhere near reliable enough to make fully autonomous weapons. Um, you know, anyone who's worked with AI models understands that there's a basic unpredictability to them that in a purely technical way we have not solved. And there's an oversight question, too. If you have a large army of drones or robots that can operate without any human oversight, where there aren't human soldiers to make the decisions about who to target, who to shoot at,
[03:05] that that presents concerns. And we need to have a conversation about about how that's overseen. And we haven't had that conversation yet. And so, we feel strongly that, you know, for for, you those two use cases should uh should not be allowed. The Pentagon has told us that they have agreed in principle to these two restrictions, and they wanted to strike a deal. Why couldn't an agreement be reached? >> So, there were, you know, there there there were kind of several stages of this, all done quickly and kind of all
[03:37] uh you know, determined by the kind of three-day, you know, the the the kind of very limited three-day window that they gave us, right? They gave us an ultimatum to, you know, to agree to their terms in three days or um, you know, be designated a supply chain risk or defense production act. I guess we'll get to that later. During that time there were there were few back and forth. You know at one point they sent us language that you know appeared on the surface to
[04:08] meet our terms but it had all kinds of language like if the Pentagon deems it appropriate or you know you know or to do anything to do anything in line with laws. So it didn't actually concede in any it didn't actually concede in any meaningful way. And and there were further steps of it that that also did not concede in any meaningful way. We have wanted to strike a deal since the beginning. If you want to get a sense of the Pentagon's position of it the Pentagon spokesman Shawn Parnell the day before
[04:38] tweet you know he reiterated their position we only allow all lawful use. And this was the same as when they sent what they sent us they sent us their terms. So they they have not exceeded in they have not in any way agreed agreed to our exceptions in any meaningful way. The president posted today in response to the situation their selfishness referring to Anthropic is putting American lives at risk our troops in danger and our national security
[05:08] in jeopardy. Is What do you think? What's your response? So you know in in the statement we issued yesterday and also in the one we issued today we said that we were willing even if even if the Department of War or even if the Trump administration takes these unprecedented measures against us this kind of supply chain designation that's normally used against foreign adversaries. We have said that you know even if they take these extreme actions we'll do everything we can to support the Department of War to provide its
[05:39] technology for as long as it takes to offboard us and and onboard you know a competitor who's willing to do these things that that that we are not that we are not willing to do. Prepared to exit. >> Yeah, so so we have offered continuity. We're actually deeply concerned about this. We're deeply concerned about the the kind of interruption of service, which is exactly what's happening when we're designated a supply chain risk, right? When we're designated a supply chain risk, they say like, you know, you have to be off all of our systems. And
[06:09] I've talked to people on the ground, uniform military officers who say this is essential. Not having this will set us back 6 months, 12 months, maybe longer. And so that's why we've tried so hard to try to get it to try to to try to get a deal. But again, the 3-day ultimatum, the risk to designate us a supply chain, the whole timeline has been driven by the Department of War, not by us. We are trying to provide continuity. We're trying to provide the services. We are trying to provide it.
[06:40] We are trying to reach a deal here. So then what does this mean for the safety of Americans? Yeah, you know, I would I would say a couple things. Um, you know, in in the short run, it means and, you know, it's it's it's up to the Department of War, you know, we're still trying to reach a We're still trying to reach a deal with them. We're still trying to talk to them. You know, >> talking with you? Yeah, we've we've we've received various communications. We haven't seen anything that, you know, that that satisfies our We haven't seen
[07:10] anything that satisfies our concerns. Um, but, you know, I I mean that just in the broad sense that we are still, you know, we are still interested in working with them as long as it is in line with our red lines. Um, uh >> sounds like you're still really far apart and now Secretary Hagseth has determined you all a supply chain risk and said what he's said. So do you think it's possible at this point to come to an agreement? You know, I look, an agreement requires both
[07:40] sides. Um, we, for for our side are willing to serve the national security of this country. We are willing to provide our models to all branches of the government including the Department of War, the intelligence community, you know, the more civilian branches of the government under the terms that we've provided under our redlines. We are always willing to do that. Right? You know, we're you know, you know, we don't we don't take offense here. The the reason we're providing our technology in this
[08:10] way is that we want to support the you know, national security of the United States. We're not doing it, you know, for the sake of Pentagon officials. We're not doing it for the sake of a particular administration. We're doing it because it's good for the national security of the United States and we're going to continue to do that. Why do you think that it is better for Anthropic, a private company, to have more say in how AI is used in the military than the Pentagon itself? So, first I would say, and I think this is an important point, no one on the ground
[08:41] has actually, to our knowledge, run into the limits of any of these of any of these exceptions. These are Excuse me, these are 1% of use cases and and ones that that we have seen no evidence on the ground have been done. Now now again, I can't say what their plans are. That you we don't know. But but we have no evidence that these use cases have actually have actually run into trouble. We've spread across the
[09:12] Department of War and other parts of the government without without running into any of these problems. Now, in terms of these one or two narrow exceptions, I actually agree that in the long run, we need to have a democratic conversation. In the long run, I actually do believe that it is Congress's job. If, for example, domestic there are possibilities with domestic mass surveillance. Government buying of you know bulk data that has been
[09:43] produced on Americans, locations, personal information, political affiliation to build profiles. And it's now possible to analyze that with AI. The fact that that's legal, that seems like you know the judicial interpretation of the Fourth Amendment has not caught up or the laws passed by Congress have not caught up. So in the long run we think Congress should catch up with where the technology is going. But Congress is not the fastest moving body in the world. And for right now we
[10:15] are the ones who see this technology on the front line. I would expect that the Department of War I would expect them to be thoughtful about these issues to you know to to proactively you know think think about these issues. And so I would have expected them not not to have any concern and you know for us to have a for us to have a conversation. But I think in the absence of that you know you know we need to look at the technology. We need to look at what it's capable of in terms of reliability. And
[10:46] we need to look at the ways in which it's getting ahead of the law. And and in which it's escaping the intent of the law. Those are some very narrow areas but I think that they're important. These are things that are fundamental to Americans right the the the the the the right not to be spied on by the government right the the right for our military officers to make decisions about war themselves and not turn it over completely to a machine. These are these are fundamental principles. But in the name of fundamental principles why
[11:18] should Americans trust you the CEO of a private company to make these decisions instead of the federal government? Well I would give I would give two answers to that. One you know a a a you know, we are we are a private company, right? We can choose to sell or not sell whatever we want. There are other providers. If the DOW, the government, you know, doesn't like the services we provide or or or or the way that we make them, they can use
[11:48] another contractor. This would have been the normal way to handle this, right? Just to say, I would have disagreed, but I would have respected them if they said, "DOW, we don't want to work with Anthropic. Our principles are not aligned with yours. We're going to go with one of the other models." But, they've both extended that to parts of the government beyond the DOW and tried to punitively revoke our contracts beyond DOW, and they've done this supply chain designation thing, which basically says
[12:18] that if you're part of a if you're if you're another private company who has military contracts, you can't use Anthropic in you can't use Anthropic in a way that touches those military contracts. So, they're reaching in to the behavior of private enterprise, and it's very hard to interpret this in any way other than punitive. To our knowledge, the supply chain designation has never been applied to an American company. It has only been applied to at you know, adversary like you know, Kaspersky Labs, which is a
[12:49] Russian cybersecurity company that you know, that is you know, suspected of suspected of ties to the Russian government, Chinese chip suppliers. You know, being being lumped in with them, it it feels very punitive and inappropriate given the amount that we've done for US national security. So, you say you've done so much for US national security, you're adhering to these two restrictions that you want to keep. Do you think that Anthropic knows better than the Pentagon here?
[13:19] We don't look, you know, I one of the things about a free market and free enterprise is different folks can provide different products under different principles. Remember, this isn't just about terms of use. This isn't just about, you know, this is what our model is legally allowed to do. Our model has a personality. It's capable of certain things. It's able to do certain things reliably. It's able to not do certain things reliably. And I think we are a good judge of what our models can do reliably and what and what they
[13:50] cannot do reliably. And I think we do have a good view into how the technology, again, is getting ahead of the law. And I but I would say all I would say again, I I I actually agree with you that this is not tenable in in the long term. I don't think the right long-term solution is for a private company and the Pentagon to argue about this. I think Congress needs to act here. And we are thinking about that. We are thinking about what Congress could do to impose some of these guardrails
[14:22] that don't hinder our ability to defeat our adversaries, but that, you know, allow us to defeat our adversaries in a way that's in line with the values in in line with the values of our country. But as you know, Congress doesn't move fast. So, you know, I think I think I think in the meantime, we do need to draw a line in the sand. So, until Congress acts, you're saying you are going to hold firm here. But there are so many other companies out there that do business with the US government. Boeing builds aircraft for the US
[14:52] military. Boeing doesn't tell the US military what to do with that aircraft. How is this any different? >> Again, I would say two ways that it's different. One, I would point again to the newness of the technology. Right? When a technology is well established, then uh you know, the the you know, I you know, I mean, there are lots of technical things about aircrafts. Uh but but, you know, I think I think you know, a general has a pretty good understanding of like how an aircraft works. Aircrafts have been around for a
[15:22] long time. >> plenty of innovation inside the aerospace industry. Sure, but not at the pace that not at the pace that we see with AI. AI is moving so fast. I've talked often about how AI is on an exponential trend. Every the models the you know the the the the the amount of computation that goes into the models doubles every 4 months. Uh we have never seen anything like this pace of innovation. But if that pace continues a pace Yes. >> then
[15:52] the US government will never be caught up. So, how does that logic apply if you have long argued that you want to work with the US government to provide you know the appropriate national security if it's going to be such a fast development for the foreseeable future, Congress can't catch up. Then why turn your back on >> I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I are few, but
[16:22] very important. Again, we we only have two of these. Domestic mass surveillance fully autonomous weapons. We need to have a conversation with Congress to help them understand some some of the risks associated with Again, this is the most American thing in the world. No one wants to be spied on by the US government. No one wants to be spied on by the US government. At the exact same time, some of our greatest adversaries have technology that is either quickly catching up to us or will eventually do
[16:53] so, perhaps already caught up. And so our if our military is critical to defending the American people and critical to our democracy, freedom, the republic why stay in this position and say no, we're not going to cooperate. >> know, again, that's an abstract That's an abstract argument, but let's look at the actual two uses. Domestic mass surveillance does not help the US catch up with its adversaries. Domestic mass
[17:24] surveillance is is, you know, is an abuse of the government's authority even where it's technically legal. So that one we can rule out. Um fully autonomous weapons, there I actually am concerned that we may need to keep up. It, you know, it's it's it's not, you know, the technology is not ready. And so we are not, as I said, we are not categorically against fully autonomous weapons. We simply believe that the reliability is not there yet and that we need to have a conversation
[17:55] about oversight. And we have offered to work with the Department of War to help develop these technologies, to prototype them in a sandbox, but they weren't interested in this unless they could do whatever they want right from the beginning. And and and and so, you know, again, we we need to balance the existential need, no one has emphasized it more than me, to defeat our adversaries, but we need to fight we need to fight in the right way. You
[18:26] know, this is like saying if our adversaries commit war crimes, shouldn't we commit war crimes as well? I'm not saying this amounts to war crimes. What I'm saying is that the the the the essence of our values is that we have to find a way to win in a way that preserves those values. We can't just be a total race to the bottom. We we we, you know, we have to have some principles. And these are very few. This technology can radically accelerate what
[18:56] our military can do. I've talked to admirals, I've talked to generals, I've talked to combatant commanders who say this has revolutionized what we can do. And and and these are just the very limited use cases we've deployed so far. And and and so, why harp on the 1% of use cases that are against our values when we can pursue the 99% of use cases that are in favor of our that that that advance our democratic values and that defend this
[19:27] country. And and we can even try to study that last 1% of use cases to understand if there is a way to do them consistent with our values. That is our position and I think that's very reasonable. Give me one or two examples of what could go wrong. >> So, the the kind of thing that we I there there are two classes of things that I can imagine could could go wrong. One, again, is around this idea of reliability, which is just it targets the wrong person, it shoots a civilian, it doesn't show the judgment that a
[19:58] humans that a human soldier would show. Um uh friendly fire or shooting a civilian or just the wrong kind of things. We don't want to sell something that we don't think is reliable. And we don't want to sell something that could get our own people killed or that could get innocent people killed. Second is this question of oversight. If you think about it, you know, you you human soldiers, there's you know, there's a whole chain of accountability that assumes a human uses their common sense. Suppose I have an army of 10 million
[20:31] drones all coordinated by one person or a small set of people. Can't you know, I think it's easy to see that there are accountability issues there. Right? That that that you know, concentrating power that much doesn't work. It it doesn't mean we shouldn't have this fleet. Again, I don't know, maybe we need it at some point because our adversaries will have it. But we need to have a conversation about accountability, about who is holding the button and who can say no. And I think that's very reasonable. President Trump has called Anthropic a
[21:01] left-wing woke company. Is this decision at all driven by ideology? I I I can't speak for what you know, I can't speak for what other parties are doing and what they're doing. >> But you and here and at the forefront. >> Yeah, look, we we but we we I think have tried to be very neutral. We speak up on issues of AI policy where we have expertise. We don't we don't have views. We don't think about general political issues and we try to work together whenever there's
[21:31] common ground. For example, I went to an event in Pennsylvania with the president, with Senator McCormick, um about provisioning energy, provisioning enough energy to uh power our AI models in provision our AI models in the US. I spoke to the president. I you know, I I I I expressed that I you know, agreed with many aspects of what he's doing. We also did a pledge around um you know, using using AI for health and we've done a number of other things. When the AI
[22:02] action the administration's AI action plan when the administration's AI action plan came out, we said that there were you know, many perhaps most aspects of it that we agreed with. So, this idea that we've somehow been partisan or that we haven't been even-handed, we've been studiously even-handed. Um and and again, we can't control if someone even even the president, you know, has has an opinion about us. That's not under our control. What's under our control is that we can be reasonable, we can be
[22:33] neutral and we can stand up for what we believe. One to 10, will there be an agreement with the federal government on this in the future or do you think this is over? Look, I I I have no crystal ball. For our part, our position is clear. We have these two red lines. We've had them from day one. We are still uh you know, we are still advocating for those red lines. We're not going to move on those red lines. If we can get to the point with the department where you know
[23:03] you know we can see things the same way then perhaps there could be an agreement. For our part and for the sake of US national security we we know we we continue to want to make this work. But you know again it takes two parties to have an agreement. If you had a moment with the president right now tonight what would you say to him? You know I I again I would say we are patriotic Americans. We have done everything we have done has been for the sake of this country for the sake of supporting US national security. Our leaning forward
[23:35] in deploying our models with the military was done because we believe in this country. We believe in defeating our autocratic adversaries. We believe in defending America. The red lines we have drawn we drew because we we we we believe that crossing those red lines is is contrary to American values and we wanted to stand up for American values. And when we were threatened with supply chain designation and defense production act which are unprecedented
[24:06] intrusions into the private economy by the government. We we exercised our classic first amendment rights to speak up and disagree with the government. Disagreeing with the government is the most American thing in the world and we are patriots in everything we have done here. We have stood up for the values of this country. Do you think Anthropic can survive this as a business? You know when when the president when Secretary Hegseth tweeted out the supply chain designation
[24:38] he said something that was inaccurate that far exceeds their lawful authority. He said that any company that has a military contract can't do business with Anthropic at all. That is not what the law said. We put out a statement that pointed to the law. All the law says is that as part of its military contracts, any company cannot use Entropic as part of those military contracts. That is a very
[25:08] That is a much more limited impact. So, you're confident then Entropic can survive this? Not Not only survive it, we're going to be fine. The The impact of this designation is fairly small. Now, the nature of the tweet that the secretary put out was designed to create uncertainty. Was designed to create a situation where people believed the impact would be much larger. Was designed to create fear, uncertainty, and doubt. But, we won't let that
[25:39] succeed. We will be fine. Critics call this an abuse of power, what the Pentagon is doing and what the White House is doing. Do you believe this is an abuse of power? You know, again, I would return to the idea that this is unprecedented. But, is it an abuse of power? You know, this has never happened before. This designation has never happened before with an American company. And I think it was made very clear in some of their statements, in some of their language, that this was retaliatory and punitive. I don't I don't I don't
[26:09] know what else what else to call it. Retaliatory and punitive. >> So, will you take legal action? We We I've I've I've stated I've stated in our statement. Again, all we've received is a tweet. We haven't received an actual supply chain design You know, there's there's been no actual action by the government. There's just been tweets saying what they're going saying what they claim they're going to do. >> You haven't received any formal information. We haven't received any formal information whatsoever. All we've seen are tweets from the president and tweets from Secretary Heckseth. When
[26:40] When When When we receive some kind of formal action, we will look at it, we will understand it, and we will challenge it in court. What do you think that says about their ability to navigate major national security issues if this is the way that you say they're communicating with you. Again, you know, I I I don't want to make that I don't want to make this about this particular administration. I don't want to make this about particular people. We are trying to do whatever we can to support US national security. That's why we're committed to trying to find a deal. If
[27:11] we can't find a deal, that is why we're committed to to off-boarding in you know, in a in a smooth way that allows our war fighters to continue to be supported as they as they go into conflicts. And that's why we're committed to standing up to uh you know, actions that we think are not in line with the values of this country. It's it's not about any particular person. It's not about any particular administration. It's about the principle of standing up for what's right. Dario Amodei, CEO of Anthropic. Thank you very
[27:41] much. I appreciate you being here. >> having me. Thank you.
Research summary





Summary β€” Dario Amodei (Anthropic) vs. Department of War


Anthropic vs. Department of War β€” two red lines, a standoff that resets the floor of the defense-AI market

TL;DR

  • Dario Amodei (CEO, Anthropic) confirms two red lines in the Pentagon contract: domestic mass surveillance and fully autonomous weapons; he accepts the 98% or 99% of the use cases.
  • The Department of War issued a 3-day ultimatum and designated Anthropic a supply chain risk β€” something that, per Amodei, "has never been applied to an American company"; previously only applied to firms like Kaspersky Labs.
  • He anchors the defense on the compute curve: "the amount of computation that goes into the models doubles every 4 months" β€” law and Congress cannot keep that pace.

β–Ά The standoff: context and positions

Anthropic frames itself as "the most lean forward of all the AI companies" on defense: first to put models on the classified cloud ("the first company to, you know, put our models on the classified cloud") and first to build custom models for national security ("the first company to make custom models for national security purposes"). Amodei casts the refusal not as unpatriotic but as defending democratic values against adversaries like China and Russia: "we are patriotic Americans".

The Department of War issued a 3-day ultimatum. When Anthropic asked for precision, the response carried clauses like "if the Pentagon deems it appropriate" which, per Amodei, "didn't actually concede in any meaningful way". The retaliation was the supply chain risk designation, which technically only restricts Anthropic inside military contracts β€” but Secretary Hegseth's tweet inflated the scope to sow "fear, uncertainty, and doubt". Amodei clarifies "we haven't received any formal information whatsoever" and previews "challenge it in court" once formal action arrives.

β–Ά The two red lines

1) Domestic mass surveillance. Amodei flags a new pattern: data collected by private firms, bought by the government, and analyzed en masse via AI. "That actually isn't illegal. It was just never useful before the era of AI". The Fourth Amendment and Congressional statutes "have not caught up".

2) Fully autonomous weapons. He distinguishes the partially autonomous weapons already deployed (Ukraine, potentially Taiwan) from those that fire without human involvement. Two-pronged argument: (a) today's models "are nowhere near reliable enough"; (b) oversight breaks if "an army of 10 million drones all coordinated by one person" removes the accountability chain. He does not rule them out categorically: "we are not categorically against fully autonomous weapons. We simply believe that the reliability is not there yet". Anthropic offered a sandbox prototype; the Pentagon "weren't interested in this unless they could do whatever they want right from the beginning".

β—† Search for the alpha

Anthropic's framing: the alpha vector in defense/AI is not the model in isolation but the exponential gap between technological capability and the legal/constitutional frame. Implicit thesis: whoever positions at the intersection of AI + compliance + public sector captures value when Congress is forced to legislate β€” but the catalyst is binary, not gradual.

  • Capability shipped: Anthropic models on the classified cloud and custom models for national security; already deployed across the intelligence community and military for "cyber, combat support operations, various things like this".
  • Compute curve (the only capability figure): "the amount of computation that goes into the models doubles every 4 months" β€” Amodei presents this as why "the US government will never be caught up" and why the frontier of the possible shifts before the law reacts.
  • Department of War roadmap: 3-day ultimatum; sandbox offer rejected; tweets from the president and Secretary Hegseth as the only "formal action"; if real action comes, "we will challenge it in court".
  • Regulatory roadmap: Amodei calls for "Congress needs to act here" on domestic mass surveillance and fully autonomous weapons β€” he frames the gap as "the judicial interpretation of the Fourth Amendment has not caught up or the laws passed by Congress have not caught up"; Congress itself is "not the fastest moving body in the world".
  • Adoption / field impact (the only field metric): uniformed officers on the ground told him losing Anthropic "will set us back 6 months, 12 months, maybe longer"; admirals, generals and combatant commanders describe the technology as "revolutionized what we can do".
  • Contrarian / non-obvious call: Amodei argues "domestic mass surveillance does not help the US catch up with its adversaries" β€” breaking the "anything goes against the adversary" frame and recasting the field as a "race to the bottom" that erodes democracy's differential asset.
Asset / signal / read
Asset Signal Read
Anthropic First on the classified cloud and in custom national-security models; refuses 1–2% of use cases Vendor with regulatory leverage in defense. If Congress acts, its red lines could become the de facto standard.
Department of War / Pentagon 3-day ultimatum; supply chain risk designation; tweets without formal action Political pressure on AI providers via administrative designation; unprecedented against an American firm.
US Congress Amodei calls it "not the fastest moving body in the world" Binary catalyst: legislation on the Fourth-Amendment-style gaps in AI is the missing event.
Fully autonomous weapons models "Nowhere near reliable enough"; sandbox proposed and rejected Open window: the first to ship a "reliable + oversight-compatible" solution captures the standard.
La vuelta de tuerca: Amodei is not litigating a contract β€” he is trying to define ex ante the constitutional standard for US military AI. If Anthropic holds the two red lines until Congress acts, the alpha is regulatory: the firm that writes the reliability + oversight test Congress eventually adopts owns the floor of the defense-AI market for the next political cycle. The "6 months, 12 months, maybe longer" window the uniformed officers describe on the ground is the clock.


Generated with algorithm v2.1-anchor-first Β· model MiniMax-M3 Β· 2026-07-05T21:13:16Z

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