Amrith Ramkumar

And they're continuing to say, like, we need every AI model that we work with to agree to be used in all waffle use cases.

And that has to apply across the board.

It's gotten pretty bad in the sense that the Pentagon has now threatened to label Anthropic a supply chain risk, which sounds pretty vague, but is actually a pretty big deal because that's something that's usually only used for companies associated with foreign adversaries.

And if they'd go through with that, that would mean all Pentagon vendors and contractors would have to certify that they don't use Anthropix models in their government work.

So if you think about that, that means Anthropix's biggest investors and customers, they would all have to say, in the context of their government work with the Pentagon, Anthropix and Quad had nothing to do with this.

It's important to note, too, that Pete Hegseth, the defense secretary, combating wokeism and woke companies has been at the core of what he's tried to do in the military.

And a lot of people just keep coming back to that idea that the administration feels anthropic is too woke in different settings or too liberal.

They can't quite shake that feeling.

That's a really good question.

It's safe to say Anthropic is in damage control mode.

And if they do get designated a supply chain risk, extreme damage control mode to try to salvage something.

Because again, getting cut off from the military would be a huge deal for them.

They've invested a lot in trying to become the AI company or one of the few focused on national security.

And it would be a big blow because then you're potentially cut off from a huge customer market.

So, I mean, they would be in a real bind.

They would have to maybe take other steps like bending a knee a little bit in a way they haven't before.

So that could put them in a very tough spot for sure.

A lot of very smart people say that would be counterproductive for U.S.

national security, for the goals of the administration, etc., etc.

So they've made these threats, but a lot of people are looking at it and saying this would be sort of an own goal and wouldn't really benefit anyone.