I haven't finished reading, but I should note for the group that the author doesn't represent the Anthropic situation accurately. Emil Michael, the undersecretary of war/defense for research and engineering went on the All-In podcast (1) and explained, for quite some time, exactly what happened. You should go listen to it (2). In essence, in the negotiations, Dario kept coming back saying "well, if you need it, call us, we can redline things as needed". This happened over and over and over. Emil's point was that a major conflict, if it were to occur, might happen on the 30 minute clock of an ICBM, and all due respect to Dario, the national security apparatus just doesn't have an allowance in that 30 minutes to call him for a redline. Emil felt Dario had demonstrated he wanted ultimate control via line item veto, and was willing to trade up to and including the survival of the nation for that veto. And a government cannot be expected to pay for that sort of behavior from an entity domiciled in their jurisdiction.

Now, Dario is going to win a decent slice of the economic pie. But as an military acquisitions matter, I gotta say, I have to agree with the undersecretary's position here, and yeah, it makes sense to document a company's undesirable behavior, and in certain circumstances push that information to others. Not the first time the government has found a company under contract acting in a way that appears to be counterproductive to the government's obligations; there's a whole database full of this stuff (3).

1) Without a doubt, All In is a friendly crowd for Emil, but I think that actually made it easier for him to get more nuanced facts out in this case because he wasn't spending a lot of time defending malignant attacks.

2) This link should jump to the relevant segment https://www.youtube.com/watch?v=gzwRflcLPAA&t=2479

3) http://www.ppirs.gov/

That doesn't address the supply chain risk designation? Or the ban on all work with claude for contractors, incl. non-government work?

Even if they disagreed, this was clearly retaliatory for not capitulating. The government could have just decided to go with a different provider.

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I cannot think of a less trustworthy source of information than Emil Michael on the All-In podcast. Why on Earth would you take his statements at face value? I grant that nobody in this situation is totally trustworthy, but if it's his word against Dario's I'm believing Dario 10 times out of 10, and it's astonishing and dismaying that anyone might do otherwise.

Keep in mind that Emil Michael's job at Uber was to slander and destroy their political enemies. What makes you think he hasn't continued exactly as before?

Wait. Do you trust what he said?