But Anthropic can't be a winning bidder, can they? They're specifically saying they won't offer certain services that the US Gov wants. Therefore they de facto fail any bid that requires them to offer those services. (And from Anthropic's side, it sounds like they're also refusing to bid for those contracts.)
No. It is much more than this.
If I sell red widgets that I make by hand to the government, I won't be allowed to use Anthropic to help me write my web-site.
You’re just restating the implication of the rule, but the rule is as I stated. That’s the point of having such a rule.
As you said: focus on what it does.
What it does is prevent companies that Anthropic needs to do business with from doing business with Anthropic.
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But Anthropic can't be a winning bidder, can they? They're specifically saying they won't offer certain services that the US Gov wants. Therefore they de facto fail any bid that requires them to offer those services. (And from Anthropic's side, it sounds like they're also refusing to bid for those contracts.)
Is that not sufficient here?