Anthropic has an excellent balance sheet. It basically has fuck you money that would let it walk away from the federal trough without existential risk. And hopefully extra dollars from users like me could compensate and then some in the fullness of time.
So many companies have US Government contracts. Maybe they are not majority of their business like Lockheed Martin or RTX but look at F10, on that list, MAYBE Walmart is only one without US Gov Contract, everyone else likely does.