---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39046305.md"
description: "🚨 When Claude is being used and replaced at the same time, what I see is not a battle of models, but a restructuring of the military-industrial system.Two months.One operation targeting Maduro.One strike targeting Khamenei.Reports show that Claude was deployed for intelligence analysis in actual combat.But the more critical scene is—While using it, the Pentagon is already signing its "replacement."OpenAI signs a contract to enter the classified network.xAI already has an agreement in hand.$Alphabet(GOOGL.US) models are prepared as backup options.This is not supplier betrayal.This is a live demonstration of "model commoditization."First layer change: AI models are becoming modular components.The military no longer bets on a single model.Models have become plugins.Today it's Claude.Tomorrow it could be GPT.The day after could be something else.As long as the interface is compatible, permissions are controllable, and audits are compliant.Models are placed into the system, like inserting a new accelerator card.When you can switch models during an operation without affecting the overall architecture—The model is no longer a core asset.It becomes a replaceable layer.Second layer change: The execution end is becoming unmanned.Intelligence is driven by AI.Execution is completed by unmanned systems.This forms an ecological closed loop:$AgEagle Aerial(UAVS.US) represents the commercial extension of drone hardware$Ondas(ONDS.US) is responsible for encrypted communications$Unusual Machines(UMAC.US) handles multi-drone coordination$Aerovironment(AVAV.US), $Kratos Defense & Security(KTOS.US), $Red Cat(RCAT.US), $AIRO(AIRO.US) provide tactical-level unmanned systems$Draganfly(DPRO.US) provides training and combat deployment platforms$Northrop Grumman(NOC.US), $Lockheed Martin(LMT.US) integrate large-scale defense and autonomous systemsIntelligence inputs into the model.The model outputs decision recommendations.Unmanned systems execute missions.But in this chain, there is one question:Who is controlling the data flow?Who is deciding which model gets access?Who is recording, auditing, and distributing permissions?This is the third layer.Third layer change: The orchestration layer becomes a permanent asset.In the model rotation, the one not being replaced is $Palantir Tech(PLTR.US).Models rotate at the top layer.Unmanned systems execute on the front line.Palantir sits in the middle.Data enters.Models are called.Results are recorded.Permissions are managed.This is not a model company.This is an operating system-level position.In the new defense tech stack—AI models are tenants.Unmanned systems are tools.Palantir is more like the entire building.Tenants can be changed.The building won't change.The more models there are, the more important the orchestration layer becomes.Because complexity is rising.When the defense system is no longer loyal to an AI brand, what it is truly loyal to is:ReplaceabilityAuditabilityScalabilityWhat I focus on is not which model is stronger.But—When AI is fully commoditized, will value remain at the algorithm layer, or the control layer?As model costs continue to fall,Whose position will become more secure?This transformation is not about who is smarter.It's about who is irreplaceable."
datetime: "2026-03-04T04:28:20.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39046305.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39046305.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39046305.md)
author: "[辰逸](https://longbridge.com/en/profiles/16318663.md)"
---

# 🚨 When Claude is being used and replaced at the s…


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