I don't see how you get that reading. Anthropic is clearly allowed to sell Claude to companies not doing business with the US Military. If anything that's more likely to be non-US companies.
IIRC, the supply chain risk designation is sticky which is why it tends to ultimately mean "nobody can work with this". Amazon using claude means a DoD company can't use Amazon. Every business that touches claude gets tainted.
It's a bit like how the US Cuba sanctions worked and why they effectively isolated Cuba from everything.
Because Anthropic sells Claude through other companies that in turn do business both with Anthropic and the government. These intermediaries, large cloud companies, can't offer Claude anymore if they want to keep the government as a customer.
The government is faaaaaaaaaaaar too invested in Azure and AWS for Microsoft or Amazon to give even half a shit. The DOD has no where else to go and the companies know it. They'll sit on their hands until the legal maneuvers play out, which will take longer than this administration will be in office.
I don't see how you get that reading. Anthropic is clearly allowed to sell Claude to companies not doing business with the US Military. If anything that's more likely to be non-US companies.
IIRC, the supply chain risk designation is sticky which is why it tends to ultimately mean "nobody can work with this". Amazon using claude means a DoD company can't use Amazon. Every business that touches claude gets tainted.
It's a bit like how the US Cuba sanctions worked and why they effectively isolated Cuba from everything.
Yes I got that. But doesn't that mean that non-US customers would be the major customer segment still open to Anthropic in that scenario?
I still don't see any way to read that as saying they could only do business with US customers, whether they give in or not?
Because Anthropic sells Claude through other companies that in turn do business both with Anthropic and the government. These intermediaries, large cloud companies, can't offer Claude anymore if they want to keep the government as a customer.
But thay doesn't imply they can't do business with say the German Federal Government for example?
The government is faaaaaaaaaaaar too invested in Azure and AWS for Microsoft or Amazon to give even half a shit. The DOD has no where else to go and the companies know it. They'll sit on their hands until the legal maneuvers play out, which will take longer than this administration will be in office.
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Sorry, the "they" referred to the hyperscalers