> They are a "supply chain risk" if they can willy-nilly break their contract with US govt and enforce arbitrary rules to service.

It is the US govt that seeks to break their contract with Anthropic.

The contract they signed had the safeguards, so they were mutually agreed upon. These safeguards against fully autonomous killbots and AI spying of US citizens was known before signing.

This conflict now is because the US govt regrets what they agreed to in the contract.