[cowsandmilk]

> one company ends up classed a "supply chain risk" while another agrees the the same terms that led to that

Never discount the possibility of Hegseth being petty and doing the OpenAI deal with the same terms to imply to the world that Anthropic is being unreasonable because another company signed a deal with him.

[addandsubtract]

Or corruption, in which Trump/Hegseth are getting a kickback from OpenAI, but giving the money to Anthropic would be "worthless" to them.