[ExoticPearTree]

That is with the Pentagon directly only. Now they will lose much more because no defense contractor, subcontractor and so on can use them for anything defense related (even if they use the model to invent a new type of screw, if that screw is going to be used in anything military).

So yeah, they bet a whole lot on “look at us, we have morals”.

[jitl]

their revenue went up 4 billion in the week since this story started.

[hedora]

There's no legal basis for blocking defense contractors from using them. Trump's claiming he can do so, but the law doesn't back him up. He'll lose in any fair court, or any corrupt court that values billionaire interests over virtue signaling to the orange one (like the Supreme Court).

Also, they got a huge PR win, and jumped to #1 on the Apple App Store. Consumer market share is going to decide which of the AI companies is the market leader, not fickle government contracts.

[b112]

Consumer market share? Absolutely not.

If you look at what generates cash, it's corp to corp. That's across most industries. While there are markets that are consumer mostly, LLMs have immense and enormous business facing revenue potential. The consumer market is a gnat in comparison.

[ExoticPearTree]

There are always Executive Orders that can enforce that. It is not like in the movies where they will sort stuff out in 2 weeks in a single trial. It is going to take years, and we'll see if Anthropic survives that.

[sixothree]

I'm guessing they believe they will be around longer than this administration.