That's an opinion but poorly held one. Big money is in selling to Enterprise, looking at F10, there are very few companies on there that probably don't have DoD contracts OR supply those who do.

Looking at it by top 10 US companies by revenue, Walmart, Berkshire are probably only two that MIGHT not have DoD contracts. Amazon/Apple/Alphabet do for sure. CVS/UnitedHealth probably supply DoD healthcare, Chevron/ExxonMobil very likely supply fuel and Verizon supplies telecom links.

So if you are Anthropic, those 8 companies cannot use your software AT ALL. That's massive potential revenue to lose.

> So if you are Anthropic, those 8 companies cannot use your software AT ALL.

On the contrary, they are free to use it outside the defense supply chain.

Most companies are not going to take the risk that supply chain bleeds into defense side if there are alternatives available.

I'm confident Amazon has no problem keeping e.g. its store reviews chatbot out of any defence contracts. If I am wrong, then the company's processes already disqualify it from defence work.