Yesterday, Axios reported that Hegseth gave Anthropic a deadline of 5:01 PM on Friday to agree to the Pentagon's terms. At the same time, the DoD requested an assessment of its reliance on Claude, an initial step toward potentially labelling Anthropic as a "supply chain risk" — a designation usually reserved for firms from adversaries like China and "never before applied to an American company," Anthropic wrote.
"The situation is very fluid, very opaque, and there's a big geopolitical angle. We're in the early stages where Venezuelan production is concerned."
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