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ternwer | 3 days ago
The $200m is not the risk here. They threatened labelling Anthropic as a supply chain risk, which would be genuinely damaging.
> The DoW is the largest employer in America, and a staggering number of companies have random subsidiaries that do work for it.
> All of those companies would now have faced this compliance nightmare. [to not use Anthropic in any of their business or suppliers]
... which would impact Anthropic's primary customer base (businesses). Even for those not directly affected, it adds uncertainty in the brand.
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