It will really depend on the fine details. If Amazon would lose its military contracts unless it dropped Claude, then Claude will be gone tomorrow. They just got a half billion contract for the Air Force earlier this year, and it's not their only military contract, and they're going to want to be well positioned next time something like the JEDI contract comes along.

Also, AWS has a long history of rolling over when politicians make noise about AWS customers, going back to when Joe Lieberman casually asked Bezos to please stop supporting Wikileaks.

I don't think you understand. This supply chain risk designation is viral. Every Claude model provider now has to decide whether to (1) drop Anthropic models, or (2) drop every single government contract, every contract with government contractors, or any customer who has any customer to any degree of connection to a government contract [which is effectively everyone], or (3) go to jail.

GovCloud revenue is in the tens of billions of dollars. Bedrock less so. Almost every FedRAMP product uses the same codebase for Fed and non-Fed, and this would force most FedRAMP vendors to blackball Anthropic.

I would find that a lot more plausible if people had not spent the past week giving me similar arguments, in precisely the same tone, for why this was an empty threat and would never happen in the first place. If Amazon and Google do not either bow down or immediately join a business coalition to get Trump out of power, Hegseth will be even happier to get an opportunity to prove his power by destroying them. Trump either doesn't want to stop him or has become too senile to stop him.

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