Its incredibly simple - they want to get off the supply chain risk list.

Its very evident in his statement, he's trying very hard to clarify what that list means for corporations and downstream business with large commercial and strategic companies.

Imagine if Microsoft, Amazon, Google, etc decided that they don't want to ANY sort of minuscule risk (real or perceived) to their massive public sector business lines (via all their DoD DoJ NHS and other 3 letter agencies, state agencies, city and local municipals etc) - and decide to cancel their enterprise Anthropic licenses - which is a VERY possible scenario.

And these are the big players, theres a whole slew of medium and small players all with existing government contracts that need to tread carefully.