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I tend to agree with this sentiment. I'm not in the tech sector. As an outsider, it seems to me that OpenAI and Anthropic are chasing government and the defense industry as their main clients. Google and Microsoft are chasing business clients and educational institutions. Amazon and Apple are chasing consumers.


Isn’t Anthropic literally flagged as a supply chain threat?


in the US only insofar as they wont let claude decide who to kill.

from a non-US perspective yes, but so are the rest of the major providers


No, what I mean is that the pentagon is still labeling anthropic a supply chain risk, meaning it shouldn’t be used for government contract work and anything military related. I don’t see how they can have a strong presence in the defense sector when that’s the case




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