That's a very short-term win, if so, with a long-term cost. Now anyone who's thinking of spending money on an Anthropic subscription (or any other big American company for that matter) needs to consider the possibility that the product they get will be "too good" and therefore will suddenly get yoinked out from under them by the US government.
That long-term impact will be very beneficial for the local and open models because they can't be taken away like that.
I don't really care what they're concerned about, I'm personally a long-term thinker on this.