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> Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthrop
by easton 8mo ago
> Effective immediately, no contractor, supplier, or partner that does business with the United States military may conduct any commercial activity with Anthropic.
I’m sure the lawyers just got paged, but does this mean the hyperscalers (AWS, GCP) can’t resell Claude anymore to US companies that aren’t doing business with the DoD? That’s rough.
- outside1234 8mo agoThere is no way they can just stop selling Opus 4.6. This will crater the market.
- janalsncm 8mo agoThis doesn’t erase Claude, and even if it did Gemini and Codex are there to replace it. Even if a ton of companies have to switch over to an alternative, it won’t be catastrophic to the economy.
- robertjpayne 8mo agoThe stock market will be spooked if the US govt can willy nilly high trajectory darling of the AI world like this though. Who's next? OpenAI? Google? What if they refuse to allow the DoD to use AI with zero safeguards and Trump's goons decide they are also a "supply chain risk"?
- intrasight 8mo agoNo. The stock market has understood for generations that it's the guys with the guns that protect their gold. The stock market will have a sigh of relief.
- voganmother42 8mo agoIts the agents who control the drones now.
- direwolf20 8mo agoIn the end we discovered this had nothing to do with safeguards — OpenAI simply bribed them to switch. https://news.ycombinator.com/item?id=47197505 https://news.ycombinator.com/item?id=47197505
- hobom 8mo agoEven more extreme, that might mean they won't be able to offer Claude to non-US companies at all.
- nl 8mo agoI don't see how you get that reading. Anthropic is clearly allowed to sell Claude to companies not doing business with the US Military. If anything that's more likely to be non-US companies.
- throw310822 8mo agoBecause Anthropic sells Claude through other companies that in turn do business both with Anthropic and the government. These intermediaries, large cloud companies, can't offer Claude anymore if they want to keep the government as a customer.
- stdgy 8mo agoThe government is faaaaaaaaaaaar too invested in Azure and AWS for Microsoft or Amazon to give even half a shit. The DOD has no where else to go and the companies know it. They'll sit on their hands until the legal maneuvers play out, which will take longer than this administration will be in office.
- throw310822 8mo agoThis is also true, unless the government can force them to drop Anthropic on the basis that the alternative- the government dropping them- is unworkable.
- SpicyLemonZest 8mo agoOr Pete Hegseth will threaten to do the same to them unless they comply, and they will demonstrate the same inexcusable cowardice the American business class has consistently demonstrated this past year. Hope I'm wrong and this has finally woken them up!
- 8mo ago
- JumpCrisscross 8mo agoIt means everyone waits for the injunctions.
- deleted 8mo ago[deleted]
- stackskipton 8mo agoBillable hours will win figuring it out but in theory, no because they can’t test it or use it. Generally any machine that touches Supply chain Risk software cannot ship any software to DoD. AWS has separate clouds but software comes from same place.
- progbits 8mo ago(edit: I'm most likely wrong) You got it backwards, can't use claude if you ARE doing business with DoD. Presumably AWS/GCP don't care, its up to the end customer to comply. Not like GCP KYC asks if you work with DoD.
- copperx 8mo agoSo GitHub Copilot will remove Anthropic as an LLM provider, I suppose?
- rfw300 8mo agoI don't think he got it backwards, at least if Hegseth's statement is accurate. AWS, GCP, etc. all do business with DoD. If they, as DoD contractors, are no longer allowed to do business with Anthropic, then presumably they have to stop re-selling or hosting Anthropic's models to anyone.
- progbits 8mo agoAh, true. Well then, what makes GCP/AWS more money? DoD contracts or Claude resell fees? They could drop DoD though I guess I see how this will go...
- chasd00 8mo agoDoes gcp have anything to do with Claude? AWS is the one that has to choose, if AWS picks Anthropic then GCP get all of the DOD. And then google also gets to provide Gemini to the DOD. Thats a nice chunk of change.
- stackskipton 8mo agoDoD for sure. It's also much more stable income then reselling AI.
- skeeter2020 8mo ago>> at least if Hegseth's statement is accurate Oh you tender babes, trying to logic the meaning of what the lieutenant of the biggest crime syndicate in the world means with his words, as if this was a well thought-out strategy... it's a shakedown; it would make more sense to ask "at least if Hegseth is sober..."
- fluidcruft 8mo agoBigger question is whether government contractors can use any Open Source software after this. Open Source is a big part of the supply chain.
- throw324782 8mo agoWait, what about Bun?
- prpl 8mo agohave you tried punching in "Huawei" the shopping portal on google.com in the US?
- prpl 8mo agoProbably yes. Additionally the (probably more for AWS) won't be allowed to use it internally either. This will probably apply to all the top SaaS/software companies unilaterally. Additionally, every major university will undoubtedly have to terminate the use of Claude. First on the list will be universities that run labs under DOD contracts (e.g. MIT, Princeton, JHU), DOE contracts (Stanford, University of California, UChicago, Texas A&M, etc...), NSF facilities (UIUC, Arizona, CMU/Pitt, Purdue), NASA (Caltech). Following that it will be just those who accept DOD/DOE/NSF grants.
- doug_durham 8mo agoThere is no evidence that what you say is true. A tweet is not a legally binding statement.
- prpl 8mo agoWhat part? Are you doubting that they are being designated as a supply chain risk? Or the implications of being designated as one? We do have a recent example with Huawei, and it did fall just like this - and that was just some hardware.
- lemming 8mo agoIt will be true as soon as it becomes official though, assuming they actually go through with it and this is not just a bargaining tactic.
- 8mo ago