The designation says any contractor, supplier, or partner doing business with the US military can’t conduct any commercial activity with Anthropic. Well, AWS has JWCC. Microsoft has Azure Government. Google has DoD contracts. If that language is enforced broadly, then Claude gets kicked off Bedrock, Vertex, and potentially Azure… which is where all the enterprise revenue lives. Claude cannot survive on $200/mo individual powerusers. The math just doesn’t math.
The designation says any contractor, supplier, or partner doing business with the US military can’t conduct any commercial activity with Anthropic. Well, AWS has JWCC. Microsoft has Azure Government. Google has DoD contracts. If that language is enforced broadly, then Claude gets kicked off Bedrock, Vertex, and potentially Azure… which is where all the enterprise revenue lives. Claude cannot survive on $200/mo individual powerusers. The math just doesn’t math.