Everything Is Suddenly a Threat, Except the Things That Actually Are
The Trump administration is reportedly considering severing ties with Anthropic, the AI company behind Claude, over supply chain concerns. The move follows a pattern: offshore wind, foreign tech investments, and an expanding definition of what qualifies as a national security vulnerability.
This is peak policy theater. The administration is treating commercial AI labs like geopolitical adversaries while the technology itself remains unreliably unvetted for basic public use. Both positions serve the same purpose: maximum executive control with minimum scrutiny.
The paradox is thick. When AI labs are commercially useful, the administration wants them regulated like weapons manufacturers. When they're not—when they're just buggy software with obvious failure modes—we get abstract concerns about supply chains and strategic vulnerability. The specifics matter less than the pretext.
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We get supply chain risk—a term so elastic it's covered everything from windmills to semiconductors. This is national security as a grab bag for whatever the administration wants to regulate this week. It's not wrong that AI companies warrant oversight. It's that this oversight has nothing to do with actual risk assessment and everything to do with consolidating control.
The real problem isn't that Anthropic is dangerous. It's that we've defined national security so broadly the concept has become meaningless. When everything is a threat, nothing is a priority. And when the government can cite security concerns to ban relationships it doesn't like while the same technology quietly fails in ways that matter—that's not protecting anything. That's just performing power with a security clearance.
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Photo by RDNE Stock project via Pexels
Danny Fisk
Staff writer covering financial markets and corporate strategy. Has strong opinions about spreadsheets.
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