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This is great context and I feel that this is bringing in a lot of information that I wasn't aware of.

If what you're saying is true, then there is truly no supply chain risk other than the risk of civil action against the government for violation of terms of service. That seems like a rather weak point on which to balance a "supply chain" risk though.

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To be fair and give the best steelman of the government’s position, see the ruling, it’s quite clear. I linked better analysis in https://news.ycombinator.com/item?id=49849556

The TL;DR is that this was actually decided on the principle that Anthropic can “manipulate” the defense systems by training Claude to refuse to take certain actions.

This feels like a parallel construction to me, it wasn’t reported AFAICT at the time of the original drama.

But yeah, the decision in OP has nothing to do with the contractual terms that everyone has been debating upthread.

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