[delichon]

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.

[stackskipton]

Being declared Supply Chain Risk means if you do ANY business with US government, you cannot use something.

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.

[oceanplexian]

If they are deemed a supply chain risk under the DPA anyone doing business with them and has government contracts has to drop them, including Google and Microsoft. The $200M is small potatoes compared to this.

[denverllc]

Do they? Are they different than OpenAi which I know has lots of debt and is losing money quarter over quarter with declining user share.

[afavour]

It has an excellent balance sheet that it’s actively chewing through, though.

[blibble]

don't look at the profit and loss though