Comment Re:Well... They kind of are. (Score 1) 136
If company X provides mission critical capability, and company X can say "Nah, that doesn't fit our mojo match, we say no.".. Then that IS a supply chain risk, a big one.
Except that's not exactly what happened. Anthropic and the DoD signed a contract with explicit terms. Both sides agreed to the terms. Anthropic was perfectly willing to deliver services which meet the terms of the contract. It's not like Anthropic suddenly declared "you're about to attack Iran, we're going to disable our services because we don't agree." That would be legitimate grounds for a grievance.
Declaring a company a supply chain risk is a nuclear option. It should be invoked only after DoD has exhausted every other option to remedy the situation, including finding other suppliers. To me, that would imply the supplier is providing something like spyware or trojans or intentionally defective munitions, something surreptitious which undermines the ability of DoD to wage wa...er...sustained combat operations. Something which can't easily be detected ahead of time. Not something you were told about months ago.
What's really going on is DoD has a lot of leverage and this administration gets their jollies throwing their weight around. "Nice AI business you got here. Sure would be a shame if something was to happen to it, like being declared a supply chain risk."