So sure... and so wrong. I've done government contracting. If you angered the Pentagon enough they would simply blacklist you. You couldn't get a contract or be a part of someone else's contract.
The difference with Anthropic is it's open and above board instead of the customer telling a company "You can't sub with those guys or you won't get the contract."
Your response is myopic. Do you think large health insurers gave a shit about DoD unofficial contracting black lists or even if the DoD would even know who they're contracting with?
The impact of this is far more than just DoD procurement, which is already enormous.