Because this means you can't use it in regulated industries, including vendors of companies in regulated industries. It means any company who buys Anthropic products can never sell services to a company who is in a regulated industry (or has customers in a regulated industry, or has customers who have customers who are in a regulated industry, etc etc).
Hi, I'm European, not only I but also my peers are likely to actively prefer a corporation that Trump hates, and still would even if it was a little behind the curve (especially in AI, where new models from someone get announced every other week, so "a little behind the curve" doesn't mean much).
It's trivially untrue. It could be the end of one type of business model, and it could slow their growth, but it could also be a blessing in disguise -- there are a lot of brilliant engineers who would prefer to work with an Anthropic that took a stand on ethics, and a lot of people who would prefer to support such a company. One door closes, another opens. They could become an open, public-facing, benevolent-AI company.