upvote
The difference would be the DoW needing a a Tehran pizza delivery service, and thus saying "None of our pizza delivery services can use Dominos because they refuse to do the work we need".
reply
Declaring Dominos a supply chain risk means that Boeing cannot order a Dominos pizza for their board meeting in Arlington, because Boeing sells F-35s to the Pentagon, and Dominos wouldn't agree to deliver pizzas to a war zone.

Declaring Anthropic a supply chain risk means that Boeing can't use Claude to draft a poster informing people about the board meeting.

This isn't the Pentagon saying "I need pizzas to the front lines and Dominos won't do it; someone call Pizza Hut ASAP!". It's the Pentagon threatening to cut off Domino's ability to do business with a significant part of their customer base in order to compel them to deliver pizza way beyond their contractually-agreed service area.

reply