Google and OpenAI will eventually catch up and be banned as well. Therefore, this ban isn't really a huge concern for Anthropic since their competitors will be banned eventually.
All this does is proving to investors that Anthropic is indeed ahead of its competitors.
" We have reviewed a report that we believe is the basis of the government's directive and validated that the level of capability displayed there is widely available from other models (including OpenAI’s GPT-5.5)"
The administration just doesn't like anthropic. OpenAI is in bed with the trump Administration.
What they know right now is that the model is so advanced the US government has to ban it, and the model comes out of Anthropic. Not Google. Not OpenAI.