Ends (nearly) all contracts with Anthropic but does NOT label Anthropic a supply chain risk

Ends (nearly) all contracts with Anthropic AND labels Anthropic a supply chain risk

The DoD is threatening to label Anthropic a supply chain risk, forcing everyone who has contracts with the Pentagon to stop using Anthropic.

https://x.com/DavidLawler10/status/2023425130148626767?s=20

This seems like it would be a very big deal.

The three possible outcomes are pretty mutually exclusive, but if there's gray area between two (or even all three?) of the options, I may resolve them to PROB.  I will try my best to resolve to the most clear outcome.  I will not bet in this market to remain as objective as possible.