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VOICE ARCHIVE

Peter Harrell

@petereharrell
30 posts
2026-03-03
In fact, as of Mar. 2 @ 1pm ET, I can find no evidence that Hegseth has legally tried to designate Anthropic a supply chain risk, suggesting that maybe the government suspects its legal case is quite weak... (Government does seem to be terminating its own direct contracts).
2026-03-03 View on X
Lawfare

US Defense Secretary Pete Hegseth's and Trump's actions against Anthropic have serious legal issues, and its designation exceeds what the statute authorizes

This is designation as political theater: a show of force that will not stick.  —  alanrozenshtein.com  —  Meet The Authors

In fact, as of Mar. 2 @ 1pm ET, I can find no evidence that Hegseth has legally tried to designate Anthropic a supply chain risk, suggesting that maybe the government suspects its legal case is quite weak... (Government does seem to be terminating its own direct contracts).
2026-03-03 View on X
Bloomberg

Sources: amid negotiations with the DOD, Anthropic submitted a bid to compete in a $100M DOD contest to develop voice-controlled, autonomous drone swarming tech

Anthropic PBC was among the artificial intelligence companies that submitted a proposal earlier this year to compete …

2026-03-01
I understand why Anthropic did not agree to this language. I also get why OpenAI did agree. DoW/governent should respect both choices. Just end the Anthropic contracts, and work with OpenAI. It's the broader retaliation and effort to harm Anthropic that is the problem.
2026-03-01 View on X
OpenAI

OpenAI says its DOD agreement upholds its redlines and “has more guardrails than any previous agreement for classified AI deployments, including Anthropic's”

We think our agreement has more guardrails than any previous agreement for classified AI deployments, including Anthropic's.

I understand why Anthropic did not agree to this language. I also get why OpenAI did agree. DoW/governent should respect both choices. Just end the Anthropic contracts, and work with OpenAI. It's the broader retaliation and effort to harm Anthropic that is the problem.
2026-03-01 View on X
Wall Street Journal

Sources: the Pentagon used Claude in its major air attack in Iran, hours after Trump declared that the federal government will end its use of Anthropic's tools

Within hours of declaring that the federal government will end its use of artificial-intelligence tools made by tech company Anthropic …

I understand why Anthropic did not agree to this language. I also get why OpenAI did agree. DoW/governent should respect both choices. Just end the Anthropic contracts, and work with OpenAI. It's the broader retaliation and effort to harm Anthropic that is the problem.
2026-03-01 View on X
The Atlantic

Source describes the failed Pentagon-Anthropic talks: through the end, the Pentagon wanted to use Anthropic's AI to analyze bulk data collected about Americans

Right up until the moment that Pete Hegseth moved to terminate the government's relationship with the AI company Anthropic …

2026-02-28
Seems like a decent possible outcome: Anthropic keeps its safety guardrails/values. It can make bank from private customers. The government can decide it doesn't want to buy a private company's product. (Albeit, losing good tech). No weird (maybe illegal) legal dictates.
2026-02-28 View on X
CNBC

Claude hit #2 on Apple's US App Store, hours after the DOD designated Anthropic a supply chain risk; it bounced between #20 and #50 for much of February

Anthropic's Claude artificial intelligence assistant app jumped to the No. 2 slot on Apple's chart of top U.S. free apps late on Friday …

Seems like a decent possible outcome: Anthropic keeps its safety guardrails/values. It can make bank from private customers. The government can decide it doesn't want to buy a private company's product. (Albeit, losing good tech). No weird (maybe illegal) legal dictates.
2026-02-28 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

One legal point: The DoW “supply chain risk” designation applies to DoW *contracts,* not generally. DoW can tell suppliers “don't use Anthropic when performing DoW contracts.” But DoW can't, legally, tell its contractors “don't use Anthropic even in your private contracts.”
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

The Department of War weaponizing its procurement process against Anthropic is an example of the U.S. government bringing the economic weapons of war it has for decades deployed abroad back to the homefront. The strategic concept of U.S. economic coercion has been chokepoints:
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

The Department of War weaponizing its procurement process against Anthropic is an example of the U.S. government bringing the economic weapons of war it has for decades deployed abroad back to the homefront. The strategic concept of U.S. economic coercion has been chokepoints:
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

I actually think as a legal matter Hegseth has substantially overstated the legal implications of the supply chain risk designation, which applies only to use of Anthropic products in DoD contracts. I take the broader point that this may be capturing the intent, however.
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Seems like a decent possible outcome: Anthropic keeps its safety guardrails/values. It can make bank from private customers. The government can decide it doesn't want to buy a private company's product. (Albeit, losing good tech). No weird (maybe illegal) legal dictates.
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

Seems like a decent possible outcome: Anthropic keeps its safety guardrails/values. It can make bank from private customers. The government can decide it doesn't want to buy a private company's product. (Albeit, losing good tech). No weird (maybe illegal) legal dictates.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

I actually think as a legal matter Hegseth has substantially overstated the legal implications of the supply chain risk designation, which applies only to use of Anthropic products in DoD contracts. I take the broader point that this may be capturing the intent, however.
2026-02-28 View on X
@secwar

Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company

This week, Anthropic delivered a master class in arrogance and betrayal as well as a textbook case of how not to do business with the United States Government or the Pentagon. Our ...

One legal point: The DoW “supply chain risk” designation applies to DoW *contracts,* not generally. DoW can tell suppliers “don't use Anthropic when performing DoW contracts.” But DoW can't, legally, tell its contractors “don't use Anthropic even in your private contracts.”
2026-02-28 View on X
Anthropic

Anthropic says it'll challenge “any supply chain risk designation in court” and that the designation would only affect contractors' use of Claude on DOD work

Earlier today, Secretary of War Pete Hegseth shared on X that he is directing the Department of War to designate Anthropic a supply chain risk.

2026-02-27
Seems like a decent possible outcome: Anthropic keeps its safety guardrails/values. It can make bank from private customers. The government can decide it doesn't want to buy a private company's product. (Albeit, losing good tech). No weird (maybe illegal) legal dictates.
2026-02-27 View on X
Axios

President Trump calls Anthropic a “radical left, woke company” and says he is directing every federal agency in the US to stop using its products

The Trump administration has decided to blacklist Anthropic in the most consequential and controversial policy decision to date …

2025-12-31
When I worked on developing the outbound investment control regime that the government set up several years ago, Meta's acquisition of Manus is precisely one of the types of impacts we were hoping for. 1. Top Chinese AI talent decides to decamp from China in order to get access
2025-12-31 View on X
Wall Street Journal

How Manus distanced itself from its Chinese roots to court US investors; a source says Meta's $2.5B deal includes a $500M retention pool for Manus' employees

The $2.5 billion deal could herald a new era for China-linked AI companies and U.S. investors  —  Workers at Butterfly Effect …

2025-08-24
I will let others debate the merits of the government taking 10% of Intel. (Ok, count me skeptical). But I am coming to the view it is probably legal. If Congress doesn't want more government ownership of the private sector, Congress is going to have to act. Essay forthcoming.
2025-08-24 View on X
New York Times

Some lawyers and bankers say the Intel deal may face legal challenges as the CHIPS Act may not allow the US government to convert grants into equity

and every American should be [video] Kelsey Piper / @kelseytuoc : @recurseparadox Congress can repeal the CHIPS act if they want to. (I think they shouldn't, but they could). But ‘...

2025-08-21
Diplomatic tip: If you want to get an adversary hooked on your IT stack so that you can exploit it later, sometimes full transparency is not the best approach. (Tho I did once write an essay under the theme of “give bad faith diplomacy a chance"). https://www.ft.com/...
2025-08-21 View on X
Financial Times

Sources: China's H20 curbs were triggered by US Commerce Secretary Howard Lutnick's not selling China the “best stuff” remark, which officials found “insulting”

Comments by US commerce secretary trigger Chinese regulatory effort to stop tech groups buying H20 processors

2025-08-12
There is a fair debate about whether to allow H20 exports to China. I think the risks outweigh the benefits, but I can see both sides. But however you see the debate, a 15% US government rev-share is a problem: 1. If you oppose H20 sales because of national security risks, a 15%
2025-08-12 View on X
Bloomberg

Sources: Chinese authorities urge local companies to avoid using less advanced US chips, particularly Nvidia's H20s, for government or national security work

Supply Lines is a daily newsletter that tracks global trade.  Sign up here.  —  Beijing has urged local companies …