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Anthropic vs. Trump Administration: Clashes Intensify! On the 27th, President Trump ordered an immediate halt to the use of Anthropic's AI "Claude" throughout the federal government. On the same day, Secretary of Defense Hegseth designated Anthropic as a "supply chain risk," announcing that contractors, suppliers, and partner companies dealing with the military "must not engage in any commercial activities" with Anthropic. Anthropic immediately issued an official statement strongly protesting, stating that "applying this to US companies is unprecedented and lacks legal basis" and "sets a dangerous precedent." They clearly indicated their intention to sue, stating they would "fight in court." Here's the prediction: Expert opinion on the lawsuit: There is an 80-90% probability of an injunction being issued. • Reason: USC 3252 (Supply Chain Risk Act) is originally intended for "foreign hostile companies (such as Huawei)." Expanding its interpretation to "prohibiting any commercial activities" for domestic companies is unprecedented and highly likely to be illegal. • If an injunction is issued, Hegseth's "complete ban on military business partners" will be temporarily suspended. The DoD, led by Palantir, is accelerating its rapid shift to alternative AI. Because Palantir's API platform allows switching between any model, the DoD is prioritizing the deployment of xAI's Grok into its classified network (its compatibility with the administration is excellent). On the other hand, this headwind is actually a tailwind for Anthropic. Talented individuals who dislike the Trump administration are flocking to the company as a "hero company upholding ethics," and recruitment is expected to increase significantly. Furthermore, contracts from European countries, Democratic state governments, and large anti-Trump private companies are increasing, and I believe that the reduction in defense spending can be adequately compensated for by private and international business. This is a historic battle to see how far AI companies can resist the state. It's definitely worth watching.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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