Your ballooned unvested equity package is preventing you from seeing the difference between “our offering/deal is better” and “designated supply chain risk and threatening all companies who do business with the government to stop using Anthropic or will be similarly dropped” (which is well past what the designation limits). It’s easier being honest.

The supply chain risk stuff is bogus. Anthropic is a great, trustworthy company, and no enemy of America. I genuinely root for Anthropic, because its success benefits consumers and all the charities that Anthropic employees have pledged equity toward.

Whether Anthropic’s clear mistreatment means that all other companies should refrain from doing business with the US government isn’t as clear to me. I can see arguments on both sides and I acknowledge it’s probably impossible to eliminate all possible bias within myself.

One thing I hope we can agree on is that it would be good if the contract (or its relevant portions) is made public so that people can judge for themselves, without having to speculate about who’s being honest and who’s lying.