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And here is the friction:
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For Palantir, that sequence of events is not an abstraction—it is a direct operational threat. Palantir’s flagship AI Platform (AIP) relies on plugging best-in-class frontier models into its defense and intelligence workflows. Claude Opus is among the most capable of those models, prized for its reasoning depth and reliability in high-stakes environments. If Anthropic is blacklisted as a military supply chain risk—or if its terms of service effectively bar it from the classified settings where Palantir operates—Palantir would lose access to one of its most powerful AI engines. It would be forced to retool its platform around alternative models mid-contract, a costly and reputationally damaging disruption for a company whose entire brand promise is mission-critical reliability.
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上海復旦大學國際問題研究院教授宋國友此前向官媒公號《玉淵譚天》強調，制裁日本的效力不只體現在經濟損失，更重要的是震懾日本。他說，中方公開點名制裁，就是明確信號，「意味任何繼續與其合作的企業和個人，都必須認真評估被中國制裁的現實風險。」
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