His actions seem pretty consistent with a belief that AI will be significant and societally-changing in the future. You can disagree with that belief but it's different to him being a liar.

The $200m is not the risk here. They threatened labelling Anthropic as a supply chain risk, which would be genuinely damaging.

> The DoW is the largest employer in America, and a staggering number of companies have random subsidiaries that do work for it.

> All of those companies would now have faced this compliance nightmare. [to not use Anthropic in any of their business or suppliers]

... which would impact Anthropic's primary customer base (businesses). Even for those not directly affected, it adds uncertainty in the brand.