For surveillance at least, multimodal AI is old hat: https://en.wikipedia.org/wiki/Sentient_(intelligence_analysi...
If you're one of the contractors working in NRO or aware of Sentient, OpenAI and Anthropic probably do look like supply chain risks. They want to subsume the work you're already doing with more extreme limitations (ones that might already be violated). So now you're pitching backup service providers, analyzing the cost of on-prem, and pricing out your own model training; it would be really convenient if OpenAI just agreed to terms. As a contractor, you can make them an offer so good that it would be career suicide to refuse it.
Autonomous weapons are a horse of a different color, but it's safe to assume the same discussions are happening inside Anduril et. al.