I suspect this is changing. The DSA branch especially wants all contracts with Palantir eliminated.

Sarbanes-Oxley? Dodd-Frank? ACA? Now I'm sure you (like, every other living human) has a ton of nitpicks and criticism of bills like that. But they're real and they passed and they're largely-to-wholely partisan creations of the Democratic policy apparatus (SOX looked very bipartisan and was passed under Bush, but the actual bill was written mostly by democratic staffers).

I mean, fine, you'd like different regulation. But they're responsible for basically all the corporate regulation active in the US regime.

Bothsidesism is a very poor tool for this particular argument. Work with your allies, please.

Dems still subsidize O&G but they have other constituents they need to pay lip service to.

Banking and finance own both parties.

They are not turning a profit, and aside from enterprise token billing, every other offering they have is a loss leader. In order to flip that around they need to drive down the cost of inference significantly, either through massive compute improvements, more efficient or lower cost models, and either one lowers the barrier to entry for local and/or private cloud inference for open models. The moat established by the expertise in model training is effectively dissolving as they approach recursive self improvement because any mechanism that prevents model distillation effectively reduces the quality and utility of the models, so each improved model makes their competitors better by default if they want to realize those gains.

The reason for the pivot to control and regulation seems to be more about erecting an artificial moat in their market, and having these technologies controlled or highlighted as supply chain risks will continue to drive investments in alternatives, especially in other countries where data sovereignty and domestic tech has become a priority given the last decade of the US dominated tech industry.

I don't think that AI is going to go away, but I think the future of AI in the next several years looks alot like massive overfunded foundational model providers collapsing, their employees launching dozens or hundreds of direct competitors, and the leading hyperscalers buying up datacenter capacity the way they bought up dark fiber 20 years ago.

Anthropic’s position is also known as “having terms of service”.

To be clear the existing, signed ToS terms that Trump balked at were:

1. No mass surveillance of US civilians - illegal but we have all read the Snowden papers.

2. Fully unmanned kill chains on autonomous weapons - they are even in favor of doing this eventually, they just didn’t think their models were ready and didn’t want the obvious, inevitable blowback.

The DoD is within its rights to cancel the contract if it doesn’t like the terms that it previously signed.

No, it does not mean that. I don't know why people have been making this claim. If you work for a company, let's call it X, and your work is not DOD related, let's say you work on a social media service, then X has no reason (from this designation) to prevent you from using Anthropic, it will not impact their defense contracts at all.

So yes obviously defense contractors are forbidden to use it.

You mention inexperience. Historically how many US companies can you name that have been historically named supply chain risks?

Side note, the Anthropic bots are astroturfing the comments.