Anthropic Vs. DoD

The Anthropic vs. Department of Defense clash is really confusing me. It's not that I find it shocking that the Trump administration is doing something that oversteps norms - that's expected. The thing I find confusing is the "pro-business" tech commenters who I have some respect for that are siding with the DoD way more forcefully than I would ever expect. Specifically, Ben Thompson from Stratechery, and Noah Smith of Noahpinion. I don't have a problem with disagreeing with either of them, but the force with which they're making their arguments makes me wonder if I'm missing something.