They are suggesting that a Democratic President could label Palantir a supply chain risk.

If:

1. The designation of Anthropic as a supply chain risk is politically motivated

2. We collectively accept that is okay for the US President to bar all defense vendors and contractors from working with an American company for political reasons.

What defense related company(ies) would a Democratic President have political reasons to ban?

It has been reported that Palantir and its founder have a history of political contributions to the Republican party.

Instead of Republican presidents driving left leaning companies out of defense and Democratic presidents driving right leaning companies out of defense, it would be better if neither party used supply chain risk as a political weapon.