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I am directing the Department of War to designate Anthropic a supply-chain risk

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Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#413

Earlier quoted context omitted.

None of the hyper scalers are going to stop offering Claude. All of the big 3 have invested billions of dollars into Anthropic, and have tens (if not hundreds) of billions more tied up in funding deals with them. Amazon and Google are two of the largest shareholders of Anthropic. Anthropic is going to be fine. The DoD is going to walk this back and pretend it never happened to save face.

* * *

The DoD’s spend on cloud contracts is measured in single-digit-billions per year. It’s peanuts compared to the hyperscalers investments in Anthropic.

Think of it this way: each of the hyperscalers have built a handful of data centers specifically for government contracts. A handful each.

Meanwhile, AWS and GCP have dedicated over 50 new data centers solely for Anthropic to train new models, and more were announced today.

My bet is on Anthropic.

Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#414

"They have threatened to remove us from their systems if we maintain these safeguards; they have also threatened to designate us a “supply chain risk”—a label reserved for US adversaries, never before applied to an American company—and to invoke the Defense Production Act to force the safeguards’ removal. These latter two threats are inherently contradictory: one labels us a security risk; the other labels Claude as…

Is this the same Administration that reversed a previous block, and allowed NVIDIA to sell H200 to China?

Unconstitutionally, no less:

"No Tax or Duty shall be laid on Articles exported from any State.".

Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#415

Earlier quoted context omitted.

Elon has agreed to all demands and can’t wait for gigahitler to take the reigns. I swear there is no room for good guys in this is there.

Musk was embedded in the military industrial complex with Thiel since day 1. https://www.mintpressnews.com/pentagon-recruiting-elon-musk-...

Rumor has it they like to tickle each others' homunculi right in the region known anatomically as the inferiority-superiority complex.

Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#416
Wow, and the only restrictions Anthropic asked for are (1) no mass domestic surveillance and (2) require human-in-the-loop for killing [1]. Those seem exceptionally reasonable, and even rather weak, lol :|

[1] https://www.anthropic.com/news/statement-department-of-war

Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#417

Earlier quoted context omitted.

GovCloud revenue is in the tens of billions of dollars. Bedrock less so. Almost every FedRAMP product uses the same codebase for Fed and non-Fed, and this would force most FedRAMP vendors to blackball Anthropic.

The JWCC, which is larger than GovCloud, was only $9b, split across three companies, over ten years. It’s peanuts compared to the investments that the hyperscalers have with Anthropic.

JWCC is not the only project. Vendors like Crowdstrike also rely on hyperscalers to serve their products to federal customers, and the codebase is shared.

This announcement has made Anthropic toxic in the entire dependency chain because it means years of efforts and tens to hundreds of millions of dollars rearchitecting entire platforms and renegotiating contracts.

The entire cybersecurity industry has a TAM of $208 BILLION [0]

[0] - https://www.bccresearch.com/market-research/information-tech...

Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#418

"They have threatened to remove us from their systems if we maintain these safeguards; they have also threatened to designate us a “supply chain risk”—a label reserved for US adversaries, never before applied to an American company—and to invoke the Defense Production Act to force the safeguards’ removal. These latter two threats are inherently contradictory: one labels us a security risk; the other labels Claude as…

Supply chain risk ? Seems the risk here is the US Gov't wanting free reign to do whatever they want - - when they want.

Look no further than the famous expose by Mark Klein, the former AT&T technician and whistleblower who exposed the NSA's mass surveillance program in 2006, revealing the existence of "Room 641A" in San Francisco. He discovered that AT&T was using a "splitter" to copy and divert internet traffic to the NSA, proving the government was monitoring massive amounts of domestic communication.

Re: I am directing the Department of War to designate Anthropic a supply-chain risk

#420

Earlier quoted context omitted.

The real question we should be asking is what others HAVE agreed to. Has OpenAI just agreed to let the government go crazy with their models?

Elon has agreed to all demands and can’t wait for gigahitler to take the reigns. I swear there is no room for good guys in this is there.

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