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We do not think Anthropic should be designated as a supply chain risk

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Re: We do not think Anthropic should be designated as a supply chain risk

#11

Post by rootusrootus »

cube00 wrote: post #8

From that same X thread: Our agreement with the Department of War upholds our redlines [1] OpenAI has the same redlines as Anthopic based on Altman's statements [2]. However somehow Anthropic gets banished for upholding their redlines and OpenAI ends up with the cash? [1]: https://xcancel.com/OpenAI/status/2027846013650932195#m [2]: https://www.npr.org/2026/02/27/nx-s1-5729118/trump-anthropic...

Exactly. What are we not being told? There is some missing element in the agreement, or the reasoning for the action against Anthropic is unrelated to the agreement.

Re: We do not think Anthropic should be designated as a supply chain risk

#14

Post by nkassis »

cube00 wrote: post #8

From that same X thread: Our agreement with the Department of War upholds our redlines [1] OpenAI has the same redlines as Anthopic based on Altman's statements [2]. However somehow Anthropic gets banished for upholding their redlines and OpenAI ends up with the cash? [1]: https://xcancel.com/OpenAI/status/2027846013650932195#m [2]: https://www.npr.org/2026/02/27/nx-s1-5729118/trump-anthropic...

OpenAI's post about their contract has the "redlines" described and they don't match what Anthropic wanted. (even if the text tries to imply they do)

https://openai.com/index/our-agreement-with-the-department-o...

Re: We do not think Anthropic should be designated as a supply chain risk

#16

Post by Analemma_ »

thunky wrote: post #9
AmericanOP wrote: post #7

I do think OpenAI's brand is dumpstered.

Optimistic. My money is on everyone forgetting about this by next week.

It depends. Normies don't care, but a bunch of them are free tier users anyway. The people who care are disproportionately on the $200/month moneymaking plan; losing a bunch of them could hurt, especially if it snowballs the consensus that Claude Code is the serious choice for software engineering.

For one small data point, my Signal GC of software buddies had four people switch their subscriptions from Codex to Claude Max last night.

Re: We do not think Anthropic should be designated as a supply chain risk

#17

Post by Analemma_ »

cube00 wrote: post #8

From that same X thread: Our agreement with the Department of War upholds our redlines [1] OpenAI has the same redlines as Anthopic based on Altman's statements [2]. However somehow Anthropic gets banished for upholding their redlines and OpenAI ends up with the cash? [1]: https://xcancel.com/OpenAI/status/2027846013650932195#m [2]: https://www.npr.org/2026/02/27/nx-s1-5729118/trump-anthropic...

It's probably a combination of "Altman is simply lying" (as he has been repeatedly known to do) and "the redlines in OpenAI's contract are 'mass surveillance' and 'autonomous killbot' as defined by the government and not the vendor". Which, of course, effectively means they don't exist.

Re: We do not think Anthropic should be designated as a supply chain risk

#19

Post by xeonmc »

Analemma_ wrote: post #17
cube00 wrote: post #8

From that same X thread: Our agreement with the Department of War upholds our redlines [1] OpenAI has the same redlines as Anthopic based on Altman's statements [2]. However somehow Anthropic gets banished for upholding their redlines and OpenAI ends up with the cash? [1]: https://xcancel.com/OpenAI/status/2027846013650932195#m [2]: https://www.npr.org/2026/02/27/nx-s1-5729118/trump-anthropic...

It's probably a combination of "Altman is simply lying" (as he has been repeatedly known to do) and "the redlines in OpenAI's contract are 'mass surveillance' and 'autonomous killbot' as defined by the government and not the vendor". Which, of course, effectively means they don't exist.

    > 'mass surveillance' and 'autonomous killbot' as defined by the government and not the vendor
Ah, so they’ll be applying the good ol’ Three-Fifths Rule[0], a classic.

[0] https://en.wikipedia.org/wiki/Three-fifths_Compromise

Re: We do not think Anthropic should be designated as a supply chain risk

#20

Post by Wowfunhappy »

cube00 wrote: post #8

From that same X thread: Our agreement with the Department of War upholds our redlines [1] OpenAI has the same redlines as Anthopic based on Altman's statements [2]. However somehow Anthropic gets banished for upholding their redlines and OpenAI ends up with the cash? [1]: https://xcancel.com/OpenAI/status/2027846013650932195#m [2]: https://www.npr.org/2026/02/27/nx-s1-5729118/trump-anthropic...

> However somehow Anthropic gets banished for upholding their redlines and OpenAI ends up with the cash?

The current administration is so incompetent that I find this perfectly believable.

I imagine the government signed with OpenAI in order to spite Anthropic. The terms wouldn't actually matter that much if the purpose was petty revenge.

I don't know if that's actually what happened here, I just find it plausible.

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