> Surely there’s a big difference between Anthropic selling the government direct access to its models, and an unrelated contractor that sells pencils to the government and happens to use Anthropic’s services to help write the code for their website.

Yes, this is the part where I acknowledge that it might be overreach in my original comment, but it's not nearly as extreme or obvious as the debate rhetoric is implying. There are various exclusion rules. This particular rule was (speculating here!) probably chosen because a) the evocative name (sigh), and b) because it allows broader exclusion, in that "supply chain risks" are something you wouldn't want allowed in at any level of procurement, for obvious reasons.

Calling canned tomatoes a supply chain risk would be pretty absurd (unless, I don't know...they were found to be farmed by North Korea or something), but I can certainly see an argument for software, and in particular, generative AI products. I bet some people here would be celebrating if Microsoft were labeled a supply chain risk due to a long history of bugs, for example.