libraryofbabel
9 hours ago
So many comments here missing the big picture, and just gleefully pointing out that Anthropic got what they deserved, or that this is the natural culmination of some kind of marketing stunt.
The real story here is that this may be the beginning of governments restricting the availability of strong LLMs to the public, to you. Fable was the strongest model on the market, and the US government has told you you can't use it (technically, only if you're not a US citizen, but in practice, even if you are). If you think the solution here is going to be open source Chinese models and / or running on your own hardware, think again. Do you think China is going to allow the strongest LLMs from companies within its borders to be open source a year from now when they have Mythos capabilities, if the US government is keeping the strongest American models back? Unlikely. These are heading in the direction of being powerful cybersecurity weapons and it will be in the interest of nation states to restrict and control them. In 2 years time, I would be surprised if the strongest LLMs are available for general use at all.
Will we be the poorer for that, or will we be safer? I think poorer, because I hate being told what technology I can and can't use, but I'm not certain. Maybe you think the government should restrict strong LLMs. Maybe you don't. But either way, this is big news and a rubicon has been crossed and a precedent set. That's true even if the motivation for this is just the government settling scores with Anthropic.
vovavili
2 hours ago
The way I see it, a government led by an adult toddler and his sycophants has decided to punish a firm that refused to cooperate with it's military when it was embarrassed by a militarily weak adversary. The model strength spin strikes me as motivated reasoning.
The rubicon being crossed here is Republicans/the red tribe losing their comparative advantage of being opposed to overregulating a rapidly advancing technology.
KronisLV
2 hours ago
Weren’t they claiming their party is opposed to over regulation and critiqued EU for that or something? Funny, that.
Anyways, this seems like pretty good PR for Anthropic: “Our models are so powerful even the government forbid us from exporting access to them as a service for a while!” for once this gets sorted out (if it does). It’s one thing when they just write self-congratulatory blog posts and people are skeptical, it’s another (at least, optics wise) when the government targets them, specifically.
Ofc the original intent might have been to hurt them by removing their advantage vs OpenAI, go figure. I wonder whether OpenAI's next models would get a similar treatment, or whether the govt. would also decide that Opus 4.X and GPT-5.5 shouldn't be given to foreigners as well. Who knows if some money needs to change hands behind the scenes in the form of a charitable donation.
If this affects all LLMs long term though, things will be pretty messed up.
juliendorra
21 minutes ago
It’s very bad PR for all US AI companies, not just Anthropic.
thefounder
an hour ago
I don’t see it as good PR for Anthropic at all. They did a lot of PR in that direction but now it backfired.
People/gov now think twice about relying on US ai products. I don’t think the investors are very happy with the place this landed either.
I think the right move for Europe and other countries would be to effectively ban US tech and follow the Chinese response to Nvidia (delivered personally to Trump: we want to build our own AI chips).
pjmlp
26 minutes ago
We are back to cold war computing days, the message has long arrived on this side of the Atlantic, even if most companies and governments aren't able to get rid of old habits.
KronisLV
an hour ago
> People/gov now think twice about relying on US ai products.
Oh this has already been clear to anyone in the EU, for example. The current reliance on US tech and even widespread stuff like MS is pretty deeply rooted, however and it might take a while to do anything about it - so for many it’s a matter of convenience for now.
That said, as long as what you need sits behind an OpenAI or Anthropic API and you don’t have deeper proprietary integrations, there is no moat. I can even run Claude Code with DeepSeek if I so choose (though OpenCode is neat too).
Best EU has at the moment seems to be Mistral though, which is… sorta passable, but not cutting edge. Oh well.
> I think the right move for Europe and other countries would be to effectively ban US tech and follow the Chinese response to Nvidia (delivered personally to Trump: we want to build our own AI chips).
Not sure about outright ban, but homegrown govt. systems should have both the devs and the infra in EU.
Would also be really cool if we could make even regular CPUs and GPUs some day but I don’t think that’s super likely, though. Kinda amazing that China can do that! Even consumer stuff like the Chinese Lisuan GPUs (and Moore Threads I think), hell, even the Russian Elbrus CPUs.
idleprocess
41 minutes ago
Larry Ellison, Softbank, and OpenAI invested a lot of money into project Stargate. Would be a shame if Anthropic took a piece of the pie.
alpineman
14 minutes ago
I mean it's obvious, isn't it?
https://www.cnbc.com/2026/06/05/trump-open-ai-altman-stake.h...
felixgallo
8 minutes ago
the way things are going, I wouldn't be surprised if Anthropic was ordered to sell to Larry Ellison.
_heimdall
37 minutes ago
Neither party in the US is opposed to overregulation, from my perspective that died a good twenty years ago.
Both parties want regulation and a larger federal government. They disagree only on what regulations they want, and even then its largely in optics as they tend to agree on much of the big picture.
Both parties agree that the federal government should have the authority to tell people what they can and can't do to their own body, for example. Its just that one party wants to use it to mandate vaccines and the other prefers to tell women they can't have an abortion.
wavefunction
30 minutes ago
The first party didn't actually force anyone to get vaccinated though. And that second party also says they can tell you what to put in your body and mandates death panels now in health care. Means-testing for cancer patients. Murder and rapine as government policies. The second party is actually doing that. But yeah, both parties...
_heimdall
15 minutes ago
The Biden administration absolutely wanted to mandate covid vaccines, they just didn't believe they would get it past the courts. Instead they leveraged their ability to drive a massive smear campaign against anyone in the public who chose not to get vaccinated.
And to be clear, vaccines are mandated for anyone who wishes to use the school system they already pay for via property taxes.
iAMkenough
2 minutes ago
Seatbelts are also mandated in the vehicles they paid for with their own money.
chinathrow
33 minutes ago
> led by an adult toddler and his sycophants
which are deeply entrenched with the competition (Grok, OpenAI)
echelon
2 hours ago
One day a few million dollars in tokens will enable you to mint an entire AWS or iPhone.
That will not be something you can purchase. Only enormous capital holders will have access and be able to play that game.
We're going to be left with scraps. Thin clients, shitty gaming cards (for but a few), which also dovetails nicely with trusted computing and device attestation.
We've already lived through this:
- open web -> platforms
- protocols -> closed products
- firefox -> chrome sans ad block
- urls are cool -> 92% of URL bars sent to a single company to show ads
- the personal computer -> locked down iPhones and increasingly locked down Androids without APKs.
- free to use internet -> national ID laws
- free to use cell phones -> required KYC
It's getting worse and worse every year. Why would you think you'll get to have these models? You're a serf.
They'll take your career and your hobby and leave you with nothing. Enjoy renting and being monitored.
Not a religious person, but I'm shocked at all of the people watching Noah's proverbial ark being built right in front of us, the rain starting to pour, and everyone just laughing. The flood is coming. 90+% of you, maybe more, are going to lose your jobs.
Your careers are about to die all at once and you're standing around laughing it off. Absolutely wild to see.
idorube
19 minutes ago
we also lived through
owning digital books => renting/subscribing
owning digital games => renting/subscribing
owning digital music => renting/subscribing
owning the right to repair => renting/subscribing
Vehicle ECU's => TCU's that share data with 3rd parties
I'm sad to say that I tend to agree with echelon.
layla5alive
an hour ago
Indeed. When are we going to wake up and stand up to this? "Freedom?" This is not freedom. Liberty? Nope. This really is techno-serfdom. Power and capability for me (govts / large corps) but not for thee (us, the serfs).
Eisenstein
2 hours ago
Almost always, the future ends up being bad, but not in the ways we think it will.
ai_brain_rot
40 minutes ago
I bet 99.99% of people who have ever lived would say the future got better than when they were alive if they could.
This seems a silly statement
Eisenstein
16 minutes ago
You are mistaking aggregate for specifics. It may be better on whole, but there are always aspects that are worse.
bubblethink
an hour ago
>The rubicon being crossed here is Republicans Republicans/the red tribe losing their comparative advantage of being opposed to overregulating a rapidly advancing technology.
What purpose do Vance, Elon, Sacks, Sriram Krishnan and others serve? Are Lutnick and Hegseth calling the shots? It looks like the Valley also got duped.
cynicalsecurity
an hour ago
The opposite party would have outright banned AI. Just listen to the left commentators, they all want to ban technology and, similarly to how they did it in the UK, destroy the whole IT sector altogether.
Matl
an hour ago
I am not sure I would characterize the current UK government as 'left' myself.
OJFord
43 minutes ago
Based on drawing the 'middle' where, or how widely? It's not as far left as Corbyn's Labour of course, but it's still a Labour government!
Matl
24 minutes ago
So it's based purely on party labels? Political parties are not static and is clear that Labour has been moving further and further away from a left platform.
I mean they tried to cut benefits for disabled people, supported Israeli war crimes in Gaza and prosecuted pro-Palestinian activism, sneakily increased taxes on the working class, clamped down on immigration to try and undercut the rise of Reform, I am honestly not sure of a single left policy they enacted, granted I haven't been paying super close attention to that shitshow.
Blarite/neoliberal fits them much more I'd say.
holmesworcester
8 hours ago
I think we should see this as simply silly behavior by a government.
Export control is not an effective tool for controlling a consumer facing technology developers everywhere want to use (see:VPNs) so there was no good faith policy justification for imposing an export control.
This is an administration that seems to be keeping track of who its friends are and aren't, and likes to be the center of every story. They also seem to like extracting concessions and reciprocal favors. We saw some of this behavior in the last administration too. US voters deserve better.
libraryofbabel
8 hours ago
I am saying this probably is "silly behavior by a government" and it is a milestone that points towards what the future may look like. Why can't it be both?
It's easy to wave this aside as the current administration playing political games. But I don't think there is any reason to assume that the current era of open availability of models is going to continue indefinitely. Do you think that Chinese labs will continue to release open models forever, even why they get to the level that Mythos is at now, and beyond? And do you think that a competent US government would have no interest in regulating and restricting model access in 2 years time, assuming that model capabilities continue to improve? I think we bias towards thinking the status quo is the norm and will continue, but this news invites us to question that assumption and think about different ways the future could go.
gpm
8 hours ago
> Do you think that Chinese labs will continue to release open models forever
Yes.
I think the Chinese government either already has, or will soon, grasp that if they train the models that people use they dictate what people believe (at least around the margins where that's malleable), and they will happily throw resources at that.
And simultaneously that the only way they can actually get everyone to use their models is if it's possible for us to run them on our own hardware.
(This isn't exactly a utopian view of the future)
jychang
7 hours ago
This is going to age very poorly when the best Chinese labs ALREADY just started not open sourcing their models.
Qwen 3.7 is not open source; previous Qwen versions would have open source releases, but Qwen 3.7 plus does not. The second best Chinese model, Minimax M3, is testing the waters by taking longer and longer between “model release” and open sourcing it. This time, they spent 2 weeks after release before open sourcing it. There’s also a lot of rumors of GLM and Deepseek not open sourcing future models.
It’s pretty obvious that you cannot take Chinese models as open source for granted, they’ll be closed source soon.
csomar
4 hours ago
The best chinese models are deepseek (general purpose) and glm (coding) and they are both open weight and share lots of their tooling.
There are lots of AI companies and it doesn’t seem that they all have the same funding fountain or share monetization goals. I wouldn’t read much into what each one of them is doing.
Barbing
4 hours ago
Had seen weeks back that the top two non-Western models on ArtificialAnalysis were both closed: https://artificialanalysis.ai/#intelligence-category-tabs
How much stock should we put into that graph, though, I'm not sure.
sameersri2004
3 hours ago
Even if the models by the Chinese labs are open source or open weights even after they get to mythos level intelligence lets say, still inference and the optimization of those models to be accessed at speeds of 1000 tokens/sec in not in the hands of general public as these models have parameters more than a trillion and they can't be run on some publicly available hardware, So even after being open source it does'nt fix the problem as the general public will still pay the company for inference.
state_less
an hour ago
I'm pretty sure these large models are run on Nvidia GPUs, not some unobtainable piece of secret kit. You could go down the street and buy from AMD or a number of other vendors to push out FLOPs if you wanted or needed, but you'll need a thick wallet to shell out for a cluster of GPUs to run these models. The reason people don't run the big Chinese models at home is that they can't afford the hardware, not that it isn't publicly available. This tech is essentially a large amount of matrix multiplications afterall.
I think the larger problem is that restricting US AI companies gives the Chinese a leg up because they now have a window open where they can become the source of the most powerful models available due to government restrictions rather than on technical merits. All Anthropic customers just got a downgrade last evening, for example. While the Chinese are able to serve the world or whoever, the US corporations will be limited to the US market, or whatever the powers that be will allow. This restrictiveness could turn out to be disadvantageous to American companies since people will migrate to wherever they can get the most powerful models.
rcxdude
2 hours ago
if it's open source there will be many potential providers, though.
corimaith
an hour ago
You know a statement like this just makes Chinese big tech look bad right?
tw1984
4 hours ago
> The best chinese models are deepseek (general purpose)
DeepSeek is developed by the largest Chinese hedge fund, their models used to make them $ on the share market are very profitable, they've never ever released anything on those models.
Somehow you are claiming that those same group of people are going to totally change their very consistent long term behaviour and start promoting openness when they are in the global leading position in AI?
hurtigioll
4 hours ago
selling LLMs is much more profitable than trading, and with much less risk
fn-mote
an hour ago
> much more profitable
I think you made this up.
Right now, I don’t believe any LLM company is profitable at all.
Unless you meant “more profitable” to mean “not-as-badly-negative profit”.
ls612
7 hours ago
The main reason the Chinese labs are releasing models as open weights is because they don't have the compute necessary to provide all of the inference. For the US frontier models something like 80-90% of the lifetime compute required for the model is inference rather than training. China wants to shepherd as much of their limited compute as possible towards training to keep up in the race.
Slartie
4 hours ago
I think the main reason is to minimize the market for closed-source models from US companies.
China knows that doing what Anthropic/OpenAI/Google/... are doing is impossible for them. No one outside of China in any sane condition will send their data to compute farms IN CHINA like people currently do with US-based frontier models. Even if they could muster the inference power.
Hence they do the second-best thing possible to attack the dominance of the US-based corporations: reduce their moat by open-sourcing models that are not fully equal, but practically useful and good enough for easily 90% of typical tasks people use agents for in their daily lives. But way cheaper to run.
As long as this arms race in AI continues, China as "number two" will have some incentive to continue open-sourcing models. But of course the US government might force a change if they continue to enforce limited public access to new frontier models - there is no market to minimize if a model is not allowed to be publicly available.
Al-Khwarizmi
4 hours ago
I'm European and I don't see sending my data to China as more risky than sending it to the US. Rather the opposite.
I think your vision of how the rest of the US sees the world is tinted by a massive bias.
wongarsu
3 hours ago
As a private citizen, yes.
But at work the calculus is entirely different. There is already lots of exposure to US companies (guess where our emails and tickets life), so the increase in espionage risk from adding another American company is small. Not zero, and trust towards AI companies is limited. But adding the first Chinese company to send data to would be a major risk. One nobody would sign off on, given the general reputation of the Chinese economy for widespread espionage, disregard for copyright and producing copies of successful products using insider information
rvnx
3 hours ago
> given the general reputation of the Chinese economy for widespread espionage, disregard for copyright and producing copies of successful products using insider information
Quite funny because if you use that phrase verbatim except swapping China with the US it could actually fit.
Good governments try to do things that are in the interest of their population, and yes it could mean opposite interests to your/someone else governments.
No reason to blame US, Israel, China, Russia, etc. They just defend their piece of cake.
59nadir
3 hours ago
Anthropic and OpenAI are not just "another American company", their entire business (and industry) was created based on stealing data and using it for profit. You make this point about "another company" so casually that you'd think you added a SaaS bill for generating thumbnails or whatever. The exact same point you make about China can be made much more confidently and with stronger evidence for the entire modern LLM lab industry.
Again I have to echo the previous poster's point: Most people outside of the US really do not see the US as some much better alternative than China. If anything, in the specific area of LLMs, China are the ones doing work benefitting the everyman whereas almost everything the US labs do does not.
wongarsu
2 hours ago
That's why I added "Not zero, and trust towards AI companies is limited". Reaching the decision that adding one single US-based LLM provider had more benefits than risks took months. And we were selective about who that would be (hint: not OpenAI). And I know companies who are not willing to go that step, using open-weight models on their own infra instead. But outsourcing inference to China was never even a serious suggestion. The notion is absurd to us
That said, I imagine e.g. South Americans thinking very differently on this front
rvnx
3 hours ago
Totally agree, though it is an unpopular opinion here.
It’s the same paradox as people claiming: “we are European, our data is safer in Europe” when actually your privacy is higher when your data is stored in China (or Russia) you are safer because it is out of reach from your local government.
The only thing I dislike, and that’s no matter the service, is that my data or information usage is shared with third-party.
For example, Anthropic conveniently forgets to mention Datadog has tons and tons of information about Claude users, or that your data transits through machines they don’t operate.
WarmWash
30 minutes ago
China wants everyday people data because some of those people will get power one day, and China wants to be able to leverage knowledge of you, perhaps even "deep dark secret" data, if they need to.
dariosalvi78
3 hours ago
was going to say this.. open sourcing Chinese models will enforce Chinese dominance instead of reducing it. When an open Chinese model becomes the best alternative to inaccessible closed US models guess what everybody will start to use. And that same open model may embed certain narratives and values that please the Chinese government.
nxm
an hour ago
Doubtful that’s happen
Barbing
4 hours ago
Ya. You know enough about China to know: would they be willing to sell users outside of China models that aren't fully pro-China (and won't deflect on tough questions)? Or would that be dirty money that they wouldn't want anyone to make?
Like if they could release Ch-ythos 6 tomorrow BUT it had Western ideals, would they take the fame, clout, attention, & profit, or stick to the party line?
(hope the monolithic brush is appropriate, considering, I mean it's an impressive system/country even if I have my own strong preferences - also I've taken as true reporting about their models deflecting etc. on sensitive topics)
rvnx
3 hours ago
Sounds perfect, sell it to me.
I use LLMs for health, design and programming.
If you want to make a political or religious pamphlet it’s not a single LLM that you should base yourself on. No matter where it comes from.
londons_explore
7 hours ago
With nearly everyone using inference accelerators, the pool of hardware is no longer shared between training and use.
SubiculumCode
5 hours ago
No, they are open sourcing them because they don't have another play, being second/3rd tier lans
nine_k
7 hours ago
The US administration restricting the use of US-trained models is one of the best gifts it could make to the Chinese LLM producers, and to the PRC government.
dozerly
7 hours ago
This entire administration is a gift to everybody but the US. It’s either in service of Russia, China or whoever is willing to pay Trump the most.
rjzzleep
6 hours ago
Chinese have a nickname for Trump. 川建国. Trump the nation builder(meaning China). But Biden actually continued most of Trumps policies.
scotty79
4 hours ago
It's funny how the acceleration of the downfall of the US (due to trump) is a gift to everyone else. It's almost as if US didn't have as postitive impact on the world as they thought.
rvnx
3 hours ago
Downfall sounds exaggerated.
US is a great and respectable country with amazing nature, people tech and military, very very far a collapsed state.
If anything to be worried of, it's the state of Europe. Closer and closer to war, full of insecurity and no innovation.
US is a great country.
vintermann
4 hours ago
There's also the Meta motivation, that even if you don't get the control you would like from releasing a model, it may still be worth it to at least deny others that control. I'm sure that matters even more to China vs. the US than it mattered to Facebook vs. Google.
close04
5 hours ago
You don’t need the cutting edge to influence people’s opinion. “Export LLMs” to the rescue.
tw1984
8 hours ago
> I think the Chinese government either already has, or will soon, grasp that if they train the models that people use they dictate what people believe (at least around the margins where that's malleable), and they will happily throw resources at that.
that doesn't require the model to be SOTA, it can be just a compact model capable of running on some inexpensive hardware. that is vastly different from SOTA models like Mythos which can potentially disrupt lots of things.
strangegecko
7 hours ago
Of course it requires SOTA, people will always choose better models over some compact thing that is obviously more limited. You can't control the truth with models nobody wants to use.
columnarx3
6 hours ago
People choose SOTA right now because of the heavily subsidised model subscriptions. People aren't going to pay 20x the price for a model that's maybe 10% better.
ezst
6 hours ago
And the fact that "better" is highly subjective and domain/task/vibe-specific
adrianN
6 hours ago
Why do I want the model I use for coding to know Shakespeare or vice versa?
Jare
5 hours ago
Because you communicate with it using natural language and real-world references and descriptions of what you want, you use emotion and emphasis (especially when re-prompting), you use examples and illustrative stories and common expressions. Understanding and interpreting all of that and replying in kind, to some degree, requires a large body of non-computation, cultural knowledge, or else the prompts are just meaningless words, and the replies will look like compiler output.
adrianN
an hour ago
That sounds intuitively true, but I’m not convinced that it is actually the case. I don’t think we know enough about neural network training to say what training and how many parameters are necessary for what kind of performance on which tasks. To me it looks like we currently guess that more is better and try to throw as much compute and data at the problem as is economically feasible. There is little incentive for companies to invest into small model research since their moat is huge models that require special hardware to run.
rjzzleep
6 hours ago
Small models are the future.
baq
2 hours ago
> > Do you think that Chinese labs will continue to release open models forever
> Yes.
holy shit the naivete of HN nowadays.
deanishe
8 hours ago
> Why can't it be both?
Is the government going to fund all further development? Hard to imagine investors continuing to throw billions at products they aren't allowed to sell.
CraftingLinks
5 hours ago
Why wouldn't they? They see this technology as a military asset now.
VBprogrammer
4 hours ago
Honestly, with the caliber of people who currently comprise the US administration; leaving the whole thing to Openclaw and some new fancy model might not be the worst idea.
layer8
an hour ago
Trump and friends are only interested in investments they can personally make money from.
locknitpicker
7 hours ago
> I am saying this probably is "silly behavior by a government" and it is a milestone that points towards what the future may look like. Why can't it be both?
Here is why it's unlikely this is anything other than "silly behavior by a government":
- some benchmarks show GPT-5.5, Gemini 3.1, and even Claude Opus outperforming Claude Fable, and yet it's Fable which is restricted.
- some benchmarks still show the likes of Kimi 2.5 outperforming any Claude model, and DeepSeek is getting equivalent scores (a few tenths of a percent difference)
> Do you think that Chinese labs will continue to release open models forever (...)
That's immaterial to the discussion. Even if China forced Chinese labs to restrict access to all models, the truth of the matter is that Trump's administration to restrict access to US-based models does not prevent others from having access to models that are as capable or even better.
So what's exactly the point of this?
dagss
5 hours ago
I got to try using Fable for a day... it was a clear and definite shift in quality and how independent it is.
It was almost like having another human using and shepherding Opus for me, instead of herding Opus directly myself.
rileyphone
7 hours ago
All that says is some benchmarks aren’t worth the tokens it takes to evaluate them. Mythos is clearly capable of finding zero days other models can’t, and Fable is close enough to be lumped with it.
mullingitover
6 hours ago
> Mythos is clearly capable of finding zero days other models can’t
I'm unconvinced that this is anything more than proof of work and marginal improvement that other models will catch up with, perhaps as early as to next week. Lots of other current-gen models will find vulns that can be chained together if you're willing to burn enough tokens on the task, and Fable is an absolute token incinerator.
kolinko
6 hours ago
Did you use the models yourself?
solumunus
7 hours ago
You’re completely overrating these benchmarks and it’s landing you at a nonsense opinion. Just actually use the models and you will see that the gap is significant.
irthomasthomas
2 hours ago
It should be easy for a company like Anthropic to prove this beyond a doubt. Why don't they? Why don't they have a collection of prompts and side-by-side comparisons with other models showing how far ahead they are?
largbae
an hour ago
I think it's mainly because the difference in models at the frontier isn't "response to prompt X", but rather "coherence with 500K tokens of context and instructions in play"
geuis
8 hours ago
I still remember when Netscape had outdated ssl for a few years because more advanced cryptography was classified by the US gov as armaments or something. Basically used export restrictions to prevent better security technology from being adopted into commercial products.
londons_explore
6 hours ago
Which was a clear as day message that "We have ways to decrypt this, but can't yet decrypt that, so please use the one we can snoop on".
Yet somehow we're always forgetting that lesson and surprised when government is found snooping.
mortehu
an hour ago
They didn't have some secret way of defeating 40 bit encryption; anyone could do it. 512 bit asymmetric encryption was also brute forced by a private entity, albeit at a high budget.
jasonfarnon
5 hours ago
I'd forgotten all the government attempts at controlling crypto like PGP in the early internet days. It is one straightforward way to look at what's happening here without resorting to speculation about this administration's motives.
Aeolun
8 hours ago
> This is an administration that seems to be keeping track of who its friends are and aren't
This seems to be an administration that is dead set on antagonizing every single part of the world. Either enemy or ally.
nxm
an hour ago
A friend who takes advantage of you wasn’t your friend all along
baq
2 hours ago
US has some questionable allies themselves who happily and remorselessly stole top secret information including nuclear secrets.
locknitpicker
7 hours ago
> This seems to be an administration that is dead set on antagonizing every single part of the world. Either enemy or ally.
Let's not forget the Trump administration threatened two separate NATO allies with invasion and annexation, and then had the gall to complain they were not helping them attack Iran.
themgt
7 hours ago
I think we should see this as simply silly behavior by a government. ... We saw some of this behavior in the last administration too.
So it's silly behavior, as typified by the last decade of American governance? Is there "serious" American leadership we should be expecting to see soon, e.g. 2029 AOC elected on a platform of unlimited 10GW datacenters and universal basic Mythos 8 models?
It may seem subjectively silly to you, but e.g. getting executed for refusing to point at a deer and call it a horse is pretty silly stuff as well, at least for those not living in the Qin Dynasty.
US voters deserve better.
Deserve's got nothing to do with it.
hardbass
6 hours ago
How does a data center harm me? I have seen how incredibly stupid the average (dem or republican both)'s reasons are. If not outright lizard brain radiation beams, more than once I have seen claims of it producing "toxic waste" which is absolutely absurd.
sersi
5 hours ago
Cheaply designed datacenter that don't use a close loop for watercooling and use too much water are a problem
Symbiote
5 hours ago
Increased energy prices, increased local pollution, increased climate change.
(And waste electronics are considered hazardous in the EU.)
hardbass
4 hours ago
What is the mode of pollution here? And why is the energy price an issue rather than a need to revamp the electricity production?
Symbiote
2 hours ago
I was thinking of the emissions from 'temporary' gas-powered electric generators in the USA.
Improving the electrical production system would be fine, but it needs to be paid for upfront by the datacentre and ideally completed no later than the datacentre. Otherwise citizens end up paying for this on their electricity bills, as is happening in Ireland [1], and other electrical upgrades (factories etc) can't be done as there isn't the capacity. (I think the limit here is trained engineers to design and build the power plants and distribution networks.)
We have at least 4 new-ish hyperscale datacentres in Denmark, one each from Microsoft, Meta, Google and Apple. I think they're here for the renewable power, and at least the Meta and Microsoft ones are putting their waste heat into the local district heating systems. Some of them have indirectly financed construction of renewable power.
But the energy used is enormous! [3] says data centres were 10% of electricity generation in 2020, before the massive increase in GPUs.
They are built on the promise of high-paid jobs, but that turns out to be 20 technicians and a few security guards [2].
I haven't looked into it, but I assume there are no "profits" from big-tech datacentres leading to additional tax payments, unlike e.g. a factory.
[1] https://www.friendsoftheearth.ie/news/the-cost-of-data-centr...
[2] https://ing.dk/artikel/how-few-people-work-tech-giants-data-... — just 450 full time staff for the big-tech datacentres in Denmark — seems to 1-2 each for MS, Meta, Google and Apple.
bogeholm
2 hours ago
> why is the energy price an issue
Electricity is sold on the market. If you live next to a data center you can choose not to use any services enabled by that center, but you cannot choose to pay non-datacenter prices for the electricity to charge your car or run your household
scotty79
3 hours ago
I don't think incresed incentives to develop lagging energy infrastructure are a bad thing. Especially in times when solar is cheaper than everything else.
thazework
8 hours ago
GEO blocking is not the same as blocking based on nationality. I'd like(?) to think someone in this decision chain realized "restricting to US nationals" meant effectively restricting it to all and chose this route knowing Antrophic would need to just pull the model (so engaging in censorship without calling it that, possibly less susceptible to court challenges).
rob74
5 hours ago
Or hurting Anthropic without calling it that? Knowing that Anthropic has clashed with the current administration in the past (https://www.npr.org/2026/02/24/nx-s1-5725327/pentagon-anthro...), and knowing how vindictive (or willing to favor those who suck up to them) they are, I wouldn't be surprised at all...
LordDragonfang
6 hours ago
I'm less confident in that. To me the way the announcement reads as malicious compliance -- this administration is extremely petty in its dealings, and it's not outside the realm of possibility they asked for and would have accepted an essentially symbolic ban, something that anyone with technical knowledge and a VPN could bypass.
Anthropic would have been able to talk to someone and explain how it wasn't possible to ban just "foreign nationals", and would have pointed out how nonsensical such a request was. The fact that the post does not mention any such discussion, and leaves the nonsensical request as the only stated reason, makes this feel like a power move by Dario, simply complying in the most dramatic and rage-inducing way and announcing it in a way to direct that rage at the USG. (Which is, IMO, a savvy move)
greyman
5 hours ago
From my login credentials Anthropic do not know I am non-US national. They could deduce it from my chats, but that would take some time to implemwnt.
mrandish
5 hours ago
I get your reasoning but I think you're misreading this. The Trump admin has had access to Mythos for a couple months and certainly had access to pre-release Fable for more than a week but they wait until 5:30p on a Friday to send a broad and unworkable demand for a company to remove its flagship products from access to anyone who is not a confirmed U.S. citizen under severe penalties for any violation.
What penalties? Treason is still punishable by death in the U.S. I hate that I just felt compelled to write that as a serious possibility and, pre-Trump 2.0, I would have accused anyone citing that as scaremongering. But times have changed and this administration hates Anthropic vehemently. Anthropic is the only major AI company not "playing ball" with the DoW and donating to Trump's pet projects.
I truly believe if Mythos was an OAI or Google model, there would have been exactly the kind of discussion you imagine and this would have all been worked out. I deeply regret that recent facts make the most likely conclusion that this late-Friday ban was planned for days (if not weeks). And there was no real attempt to work anything out about Mythos, because that's not really what the DoW wants.
The driver behind this is the still unresolved dispute of Anthropic's Acceptable Use Policy regarding autonomous lethal weapons and mass domestic surveillance, which conflicted with the Pentagon's push for unrestricted model deployment ("all lawful uses"). This is the DoW's counter-attack. I fully expect that the DoW is going to hold Anthropic (and Ant's IPO) hostage by blocking any new model until Anthropic gives the DoW full access with no restrictions except "all lawful uses" (and the DoW's position is their in-house lawyers decide what's legal).
fauigerzigerk
5 hours ago
>Anthropic would have been able to talk to someone and explain how it wasn't possible to ban just "foreign nationals", and would have pointed out how nonsensical such a request was.
It's not nonsensical if the intention is to destroy Anthropic. There is nothing to explain.
Anthropic has been trying to leverage government intervention and dishonest security bluster for competitive advantage and now the Trump admin is using it as a pretext to destroy them ahead of the IPO.
orangeoxidation
4 hours ago
> I think we should see this as simply silly behavior by a government.[...] This is an administration that seems to be keeping track of who its friends are and aren't, and likes to be the center of every story. They also seem to like extracting concessions and reciprocal favors.
"Silly" is a silly word for corruption.
sreekanth850
6 hours ago
Every F35 is exported with a killswitch. and you think this is a silly decision? its not silly, its gatekeeping, iam sure this will get much strict in future, where even developing a frontier model can get sanctions from US. IMO Every country need AI sovereignty and its right time to form a group or consortium of nations to fund and build an equally capable frontier model that is accessible to all others. AI should not be confined to certain nations, the way nuclear capabilities are restricted.
throwaway85825
an hour ago
There's no kill switch. The F35 advantage is the mission data files that are frequently updated and allow the F35 to classify targets and threats. Essentially the US and partners collect the electronic signatures of enemy radars and package them so in a conflict the het can draw a box with a S400 label.
markoman
5 hours ago
This killswitch claim is false and would be a huge vulnerability if it existed.
pseudony
4 hours ago
You don’t need a fancy kill switch, just stop sending parts and updates, any sustained conflict will do the work.
Any F35 bought by Europe is nothing short of lunacy. You don’t buy from people hell-bent on having conflicts with you.
litigator
34 minutes ago
The UK alone produces 15% of the parts required to assemble the F35. Around 25% of the jet is manufactured/produced by the other partners of the program.
Heck the F35B only exists due to the UK demanding it. They have access to the source code (and so do Israel).
throwaway85825
2 hours ago
Due to political engineering some significant parts are manufactured in partnership countries. That supply chain is also a vulnerability for the US albeit to a lesser degree.
sreekanth850
3 hours ago
Excatly and even more they are stripped version. Export version is always inferior.
baq
2 hours ago
Except the Israeli versions obviously. These are at least on par with domestic.
sreekanth850
an hour ago
Iam not sure about this, may be true. But in general exported products are always less capable. Be it f35, brahmos or s400.
yoyohello13
7 hours ago
We need to stop making light of these things. Governments don’t do ‘silly’ things. When you wield that kind of power over people’s lives, everything you do is deadly serious.
rob74
4 hours ago
Yes. What Elon did with DOGE (including but not limited to destroying USAID) may have been stupid and barely saved any money at all if you look at it as a percentage of the total budget, but it had very real consequences for real people. But, because they were mostly people from Trump's "shithole countries", no one talks about it anymore.
baq
2 hours ago
> silly behavior by a government
I can hear alarm bells going off in less silly governments around the world as we speak. Genie's out of the bottle. The gears have been put in motion. Etc.
ilaksh
7 hours ago
It's also possible that they literally are too dumb to realize they asked for something infeasible. For example, the same main character who apparently gave up a career as an extra in made-for-TV WWII German movies to become a very high ranking government official.
anilakar
4 hours ago
Nineties called and they want their shitty export grade computing back. Anyone still remember OpenBSD?
nl
7 hours ago
VPNs won't work when they do document (passport) verification.
bluegatty
7 hours ago
Your company won't allow you to use export restricted technology or risk going out of business instantly.
sandcat_
7 hours ago
Agreed. This is no different from the US government attempting to control SSH, or restrict the sale of the Apple Power Mac.
10 years from now we’ll look back and laugh at how silly it all was.
motbus3
3 hours ago
Or that would be even a better excuse to ban the usage of VPN than csam
bluegatty
7 hours ago
"effective tool for controlling a consumer facing technology developers everywhere want to use (see:VPNs) "
No - it's extremely effective.
Do you realize the difference between a 'few people using VPNs + fake IDs at 2-person companies ... vs companies all companies globally not allowed to use tech?
If 'Bank of Montreal' were caught using export controlled technology it could be devastating - so they're not going to be using it along with any little mom and pop shop.
We don't know what the Administration is doing other than 'This is Extremely Heavy Handed' and will have devastating consequences if it goes on.
hbarka
6 hours ago
> We saw some of this behavior in the last administration too.
Can we stop with this bothsides-ing. The level of co-opting by this administration is unprecedented. There’s the strong-arming to get Intel equity stake, Nvidia/AMD revenue share, U.S. Steel golden share, Lithium Americas equity stake, Big Law pro bono pledges, TikTok forcible acquisition, Paramount-CBS-Skydance favor, it’s just unbelievable the stark use of power.
Schmerika
6 hours ago
No, we can not stop with the both sidesing.
We are here in many ways as a direct result of the last admin, particularly the way they threatened tech companies. This moved tech companies to feel emboldened to go all-in on Trump. Don't think I'm justifying that - it's just what happened, in basically the tech bros own words.
The Dems then proceeded to lose to Trump, despite being extremely well funded themselves. They accomplished this through a spectacular series of "own goals": arming genocide, vetoing ceasefires, forcing deeply unpopular candidates, allowing a certain attempted insurrectionist rapist run out the clock on justice [0], awful elitist messaging on the economy, keeping the Epstein files under wraps, etc.
The red side is worse than the blue side, so the blue side demand immunity from criticism. The red side sets everything on fire, on purpose. The blue side prevents progressives from real change. The cycle rachets and repeats. This has been going on for decades, at the cost of millions of lives and trillions of dollars - but people who point it out get accused of saying both sides are the same.
0 - "That Biden was a placeholder president – a stop gap to streamline an aspiring American autocracy into an entrenched one – was obvious by mid-2021. The first, rather large clue was the lack of urgency toward sedition." - https://sarahkendzior.substack.com/p/behold-a-pale-horse-rac...
sigmarule
4 hours ago
We should not stop _all_ of the both-sidesing, but we absolutely should stop _some_ of the both-sidesing. Both-sidesing done without both (a) critical thinking and (b) honest intent is simply whataboutism, one of the many forms of societal pollutant that we seem to have fully normalized.
Your second sentence is a great example of the type of both-sidesing that needs to stop.
Your third sentence is a great example of the type of both-sidesing that should not stop.
Your fourth is disappointing conclusion, a strawman to start ("demand immunity from criticism"...) and a false equivalence / faux symmetry as a bonus ("sets everything on fire" & "doesn't support progressive policies" are two sides of _which_ coin, exactly...?)
> We are here in many ways as a direct result of the last admin, particularly the way they threatened tech companies. This moved tech companies to feel emboldened to go all-in on Trump.
I agree - he clearly should have done much more than just threaten.
Schmerika
3 hours ago
To be perfectly honest, I actually do think we should stop all the both sidesing - but only after following it to its logical conclusion.
Have _both sides_ actively collaborated in genocide?
... Yes.
Therefore, _both sides_ have breached any recognizable red line of decency. _Both sides_ have breached hard-won national and international law.
Time for something better than both sides unapologetically arming live-streamed genocide.
"Oh, you're one of those single issue guys" - if the issue is genocide, then yes. Why aren't you? Why aren't 98.15% of 2024 voters?
As pointed out below: it's our culture. And that's not okay.
> Your second sentence is a great example of the type of both-sidesing that needs to stop.
I don't see how you can disagree with the simple truth of it tbh. In what way is that not what happened?
hbarka
6 hours ago
> This has been going on for decades
With statements like that, if it’s been going on that long then it’s either our culture and normal way of life or you’re on some QAnon cuckoo rabbit hole.
defrost
5 hours ago
> then it’s either our culture and normal way of life
That's the one - from an outside PoV the two US parties are two sides of the same coin, barely a perineum twixt them, both ceding the votes of many people to the cash of a very few.
It's baked into the US zeitgeist that it's better to sit back and watch "the government" go tits up and then wade in with guns hoping for a better outcome than it is to properly manage communal resources and common ground.
iugtmkbdfil834
4 hours ago
I disagree with parent, but nothing they stated qualifies as 'dismissable' as 'qanon' level, which btw is one of the key phrases establish to ignore some opinions. It may be incorrect, inaccurate and/or simply wrong, but dismissing it as some conspiracy is.. what is a good way to characterize it.. slightly over the top.
bigyabai
8 hours ago
I think this is also overly naive. We live in a world of hardware attestation and passkeys, the baseline requirements to use new models can increase to cryptocurrency-levels of KYC. If this becomes the new norm (which it easily could), then the best models will impose increasingly restrictive requirements.
holmesworcester
8 hours ago
The statement said that even foreign nationals within the US would be barred. That seems intentionally unworkable to me, and makes me think that the intent was to be more restrictive/disruptive than even an export control. It is hard to tell what the internal discussions are, but given the last run-in between the administration and Anthropic, and given the administration's politicization of nearly everything, I think it's likely that this is not necessarily a long term across-the-board policy plan.
I agree that it's really hard to tell from the outside, but if I had to guess I think we still have more to worry about on the side of "Wall Street races to superintelligence" than on the side of "KYC for AI". I could be wrong though.
pants2
8 hours ago
I don't see your point why export control is a silly tool. There's a difference between a VPN which I can prop up on my home server or a $5 VPS, vs a Mythos-scale closed source model running on millions of dollars of hardware
holmesworcester
8 hours ago
I mean, if the stated intent of an export control is to allow domestic use but prevent export, achieving the stated intent is impossible, because every developer in the world wants the latest models and will get a VPN.
vr46
8 hours ago
A VPN won't work in this instance without a US credit card. So it's completely possible.
iugtmkbdfil834
4 hours ago
As other posted noted, US cc is, by far, the easiest piece of information to acquire by a determined actor. Possible and inconvenience, but that is about it.
Why is that? Well, not to search very far, I just got a breach notice from a company I never heard of the other day. They are sorry.
esseph
7 hours ago
I'm so glad none of those US credit cards have never been stolen.
Can you imagine the disaster???
jack_pp
8 hours ago
Harder to hide payment info than ip origin
ElProlactin
8 hours ago
It is trivially easy for nation states, non-nation bad actors, etc. to use US payments. I'd guess that most of the financial scams targeting Americans rely on US-based mules and their American bank accounts.
Also, foreign nationals legally residing in the US can have access to US-based payments. There's no way when accepting a credit card payment from a US card issuer to ask whether the card holder is a natural born citizen versus Green Card holder, etc.
LastTrain
7 hours ago
For peons sure. For anyone who is an actual security threat it would be easy. That is why this is either a) stupid or b) yet another lever to make it easier for this administration to incarcerate people.
jcutrell
8 hours ago
Silly or not, precedent matters and labeling it silly is rhetorical. The impact is going to be critically important.
blueblisters
6 hours ago
> We saw some of this behavior in the last administration too. US voters deserve better.
With due respect, this take is very deluded. US voters have very little to lose if the tech is not available to the rest of the world. US politicians and elite, regardless of political inclination, understand the enormous strategic potential of this technology and will ITAR the shit out of frontier models and/or use them as leverage for extracting concessions out of other countries.
The main losers are Big AI labs, their investors, foreign employees and rest of the world.
Fwiw, China and other countries would’ve done the exact same thing. It’s perhaps the game theoretic optimal approach when your comparative advantage is so vast (capital, compute, talent, embedded knowledge) and keeps growing especially if RSI is real (making it nearly impossible for anyone else to catch up)
fauigerzigerk
4 hours ago
>With due respect, this take is very deluded. US voters have very little to lose if the tech is not available to the rest of the world.
Really? You think the economics of the AI buildout remain viable if US companies cannot export their highest value services?
You think expelling foreign AI researchers doesn't hurt the industry or boost foreign competitors? Half (or whatever) of Google's AI team, including their AI chief are foreign nationals and/or located outside of the US.
You think that other IT exports will not suffer if the US turns out to be an unreliable and even capricious supplier?
This does real damage to the US economy.
blueblisters
4 hours ago
I humbly accept it's very difficult to game this out with any degree of confidence, especially as other countries deploy more resources.
But the questions about viability of the labs because of export restrictions is not in my cone of uncertainty. If you believe the labs' implied/stated objectives, the end goal is eating all human-driven GDP, and the US is still the largest single-market economy in the world, last I checked. Keeping the politics of AI-driven unemployment aside, economy-wide automation would make the US wealthy beyond imagination.
US exports as a whole is only 10% of the GDP. I am not aware of the international revenue share for OpenAI/Anthropic.
fauigerzigerk
3 hours ago
>If you believe the labs' implied/stated objectives, the end goal is eating all human-driven GDP, and the US is still the largest single-market economy in the world, last I checked.
The US is about a quarter of the global economy, but let's use Microsoft's international revenue share of ~50% as a proxy for tech services. It's ~40% for the S&P 500.
I don't know what share of that would be impacted by export bans, but it would certainly affect ROI. It would hurt the competitiveness of the wider US tech industry and create incentives for moving highly paid work overseas.
>US exports as a whole is only 10% of the GDP.
It's 12% to 13% but this is distorted by the way in which tech services are counted in export statistics and also by tax avoidance. Just look at Ireland's ridiculous GDP numbers.
If the technology is as powerful as these somehwat fantastical "goals" suggest, the incentive to use it everywhere in the world would be enormous. An export ban wouldn't mean that only the US has the capability. The theory behind current models is well known. It's just a matter of optimising them for specific use cases and using them on an industrial scale.
Most AI researchers are not US citizens either. It's completely obvious that this is the US shooting itself in the foot (if it were to last, which I don't believe).
willsmith72
6 hours ago
silly or corrupt?
ergocoder
8 hours ago
> Anthropic got what they deserved
Anthropic got the most rewarding hype ever in the history of mankind.
Imagine a private company invents a piece of technology soooo good that the US government has to issue a ban.
Did the government ban any models from Google or OpenAI? Nah, Russian/Chinese spies and ISIS are welcome to use those dumb models.
Anthropic will probably go for $2T IPO now.
muse900
8 hours ago
Yes! I mean everyone is speaking about this in a boxed manner.
For all we know there are might be several reasons for that ban e.g.
1) There is an actual security threat and its just simple as that.
2) Someone wants Anthropic to be valued way higher and the companies that have invested in Anthropic already... This ban only validates this product and will move the market in higher valuation of Anthropic due to their model being "so good gov had to ban"
3) Someone doesn't like Anthropic and just wants to shut down its current edge (highly unlikely, if there was no IPO filing in place it could be possible but now the valuation just goes up, same as the 2 As that have invested in them)
4) Someone freaked out that we'll be left out of jobs soon so wants to slow down progress, tbh using fable so far I can tell that a lot of jobs can be made redundant cause of that...
For me the most likely for now is 2, then 1 and then maybe 4.
On June 22 Chatgpt will most likely come out with their new model too, which as I understand will be an answer to mythos. Lets see if the US gov goes the same route.
ilaksh
7 hours ago
It's not that complicated. Probably what happened is just that a former Fox News host read part of a security report that he did not understand and overreacted.
saurik
8 hours ago
I do not understand why it being mandated that the vast majority of the people in the world will not allowed to use -- or pay for -- your product (and that the ones that can will have to jump through excessive hoops) could ever make your valuation go up; can you walk me through that one?
Even if this is just temporary, your #3 is more in direct conflict with #2 than you seem to be willing to admit: if you were to own stock in a company that you know has a powerful product and a market lead, but they have been required to take a time out in the market for a year, that should be devastating for their valuation.
muse900
7 hours ago
Because nowadays the stockmarket is build upon hype, this is why we are having the market caps and valuations we are having that are in any way shape or form reflecting anything that is real.
For the Gov to come out and block a model for national security, its gonna swing the market into thinking "oh anthropic really has the next generation of LLMs out there, its that good Gov banned it, this company is going to the moon".
The part of banning non US nationals, I believe is a legality, as in they have to trust US citizens to do right by their country. I don't think in court a whole ban on a product for security reasons would stand. (The judge would ask for the gov to explain why all US nationals are a security threat to their country)
Nevertheless, again I am standing behind number 2 personally as the main reason for such a thing, market manipulation is not new and its currently at its all time high. Also anthropic is part of this manipulation so far, with every other AI company out there.
Again I am just presenting my POV, it could as well just be number 1... A gov became competent enough to find security threads before they happen :)
throwaway7356
5 hours ago
> I don't think in court a whole ban on a product for security reasons would stand.
There are lots such products, like weapons-grade radioactive material, weapons outside the toy gun range, various biological material, ...
So it seems perfectly possible to bad products for security reasons.
altmanaltman
7 hours ago
I get what you mean but you are very wrong about the stock market and how people react to export bans. Everytime US had restricted control for Nvidia chips in the news over the last few years, the stock price went down not up.
It might be a good marketing trick but it is not a good thing in the stock market given historical trends.
Your view highly screams you only have a superficial understanding of financial markets and you shouldn't extraploate that to "this is how market works because its all hype and everything is vapor"
bonesss
6 hours ago
Anthropic is chasing an IPO, Nvidia is not, creating very different market reactions and incentive structures for the companies. Apples and oranges.
Anthropics reputation as a near-term world-ender boosts their IPO directly.
dandellion
13 minutes ago
You can't justify trillions of market cap just serving the US market, and they've just kneecapped their ability to compete anywhere else, it would be delusional to invest on something like this thinking it's going to be a free market, you'd just be indirectly funding the US government ability to use AI against others, especially if you are a non-US citizen (or a subgroup of US citizens they don't like). The near-term world-ending is just pure marketing, they haven't shown anything nearly as impressive as they've been promising, and the software they've produced so far with near infinite access to agents has been very impressively bad.
altmanaltman
6 hours ago
No, its not apples and oranges. How/why does it boost their IPO directly? Elaborate on this please instead of stating it as an universal fact (because it isn't).
I feel you are just talking a hypothetical without having any basis. You think it'll have an impact on IPO directly and that it will be a positive one. But you have no proof or historical precidence for the same. Meanwhile we have historical proof that markets reacts negatively when a company is blocked by the government on selling their top products freely. And that is most likely going to happen here as well.
Public perception might be changed by these "ohhh its so scary guys" marketing but these don't translate to actual market perception when it comes to actual facts and numbers on the financials.
adamsb6
5 hours ago
It could be the case that we’ve reached the last generation of frontier models that can be accessed by the general public. That eliminates a risk that Anthropic could be leapfrogged by a competitor.
Now it’s a competition between products on the near frontier. Anthropic has executed well on products so far. They blew up thanks to Claude Code, not Opus by itself.
holmesworcester
8 hours ago
If (1) then somebody in the administration messed up badly. Glasswing has been a thing since April, and it's common knowledge that there would be some fuzzy edges around whatever restrictions a model has in place. There's no reason to let it launch and then pull it back.
(2) This "hype" meme is overrated. Enterprises (ones without a horse in the race, at least) will choose the model their best engineers ask for, or their competitors will lap them. I have been finding Codex more useful (even than Fable) but for a lot of tasks it seems that Claude Code is faster. This is one customer base where the general consensus here on HN is more influential than anything the Trump administration could do or anything Anthropic could say.
(3) "US government seems out to kill you" does not necessarily make valuation go up, and we've already seen this administration in an avoidable spat with Anthropic.
(4) This seems way less likely than a mix of (1) and (3) to me. The arguments for banning a useful technology to save jobs haven't really made sense since cars or indoor plumbing and don't get taken too seriously in either party at senior levels. That could change but it will take a lot for it to change.
BikiniPrince
5 hours ago
Eh, chatGpt coming out with a new garbage model. Great.
Fable had some really good cross project awareness. My only complaint is it backported a feature to my test application and then they killed it before I could finish debugging it. The new model behavior in the replacement application was 100% superior. I just didn't know it was going to start porting fixes so readily between projects. Awareness in the new model is amazing and the feedback I've had from other developers is the same. It feels like ultrathink with double the agents of xhigh effort. The real issue is they shipped it with incomplete guardrails and someone likely found an exploit.
petre
8 hours ago
5) Someone freaked out China might use the model to advance its own tech. It's always China with this administration. The guy has an obsession with China since he had to hire feng shui consultants to make his tower appealing¹ for Chinese customers.
1. https://www.theguardian.com/us-news/2016/sep/13/donald-trump...
Also, might be a way to further screw with Anthrophic because they refused to remove their guardrails Pentagon, getting the opposite result of what was intended.
jknoepfler
7 hours ago
The Trump administration has exactly one motive, and that is accumulation of wealth. There is literally no other reason they would do anything. Even if there were legitimate economic or security concerns, those aren't motivating to the Trump administration.
This is about grift, somehow, full stop.
I neither like nor support Anthropic, but there's just no sense in pretending the Trump administration is anything other than a kleptocracy or interpreting their actions under any other lens.
Natfan
6 hours ago
stephen miller also has exactly one motive, but it isn't wealth accumulation
Keyframe
3 hours ago
Imagine a private company invents a piece of technology soooo good that the US government has to issue a ban.
Apple's G4 was banned for export. Although it was not a direct order from US government. They fell into an outdated bracket of computing power exports limits. They sure did use it for advertising it.
johanyc
2 hours ago
Salgat
8 hours ago
This is signaling to non-US companies that Anthropic cannot provide reliable access to their models.
timjver
8 hours ago
It's equally signaling that other US-based labs can't provide reliable access to their closed-weight models.
jstummbillig
7 hours ago
Not in the same way, no, because they have not been targeted, while they should have if the same rules applied, according to Anthropic's depiction of the situation.
This is potential tyranny aimed at Anthropic, specifically.
bjohnson225
4 hours ago
For anyone outside the US this is a clear statement that either models are open or they are controlled by an erratic and hostile US government.
Being a US ally has become meaningless, and using a company that’s not targeted today does nothing to protect you tomorrow.
drstewart
2 hours ago
Europe doesn't seem to care so much about erratic and hostile governments when it cozied up to Russian gas for decades, something it still continues to do just hiding behind third party countries.
It's a clear statement that European morals are purely performative
Just like how the EU is hostile towards US companies, but very light to the touch when it comes to corruption with HSBC, FIFA or VW. With such hostile and erratic allies, who needs enemies?
Let's not even get into Orban. You can never trust the EU again since who knows if they're capable of electing someone like that in the future? Trust is broken forever
slumpt_
8 hours ago
Yes, because they’re so bleeding edge and powerful.
Whether you believe that is another thing. But that’s the signal. It’s amazing marketing for them, even if a pain in the ass for customers rn
ergocoder
8 hours ago
> because they’re so bleeding edge and powerful.
Investors will have so much FOMO over this
drstewart
3 hours ago
This is signaling to US companies that non-US providers cannot create cutting edge capabilities for their models.
Major alarm bells should be ringing for anyone not using a US-based LLM.
jstummbillig
7 hours ago
> Anthropic got the most rewarding hype ever in the history of mankind.
What? Anthropic is not a TikTok sensation. It's a business tool. Businesses need to know their tools work reliably.
When you are situated in a banana republic and the chief banana is out to get you (and demonstrates that they can and will on a whim) that is not great hype but a potential death sentence for you as a service provider.
You are one degree away from becoming forever branded as unusable. (Theoretically until people trust that a sane administration is in control again, but that might as well be forever on current AI timelines, given how much cashflow you need just to keep going)
scotty79
3 hours ago
> Anthropic is not a TikTok sensation.
It pretty much is. Claude is more of a meme than a tool. It's been second best (and more expensive option) for most of the time but people somehow keep talking about it. I'm getting strong Apple vibes from this one.
MallocVoidstar
8 hours ago
It's only rewarding hype if the ban gets dropped. If "foreign Anthropic employees that live in the US can't use Fable/Mythos" stays it harms them, if they don't drop the ban and Fable/Mythos stay limited to "every single person who uses the model must individually provide their ID to prove American-ness" it harms them.
ergocoder
8 hours ago
It is already a rewarding hype. They are the first company to build a model so advanced that the US government has to ban it.
Google and OpenAI will eventually catch up and be banned as well. Therefore, this ban isn't really a huge concern for Anthropic since their competitors will be banned eventually.
All this does is proving to investors that Anthropic is indeed ahead of its competitors.
llelouch
7 hours ago
>OpenAI will eventually catch up and be banned as well.
" We have reviewed a report that we believe is the basis of the government's directive and validated that the level of capability displayed there is widely available from other models (including OpenAI’s GPT-5.5)"
The administration just doesn't like anthropic. OpenAI is in bed with the trump Administration.
MallocVoidstar
7 hours ago
Anthropic refused to allow the US Government to conduct mass surveillance, which made the US Government mad. OpenAI was fine with it as long as it was 'legal' mass surveillance. OpenAI is not going to get banned, even if their next model is both better and more dangerous than Mythos.
calgoo
7 hours ago
No, Anthropic refused to allow the US Government to conduct mass surveillance on US Citizens, they where fine with 'legal' mass surveillance of other countries.
fragmede
8 hours ago
By how much? Is Codex-6 that far behind?
ergocoder
7 hours ago
Who knows? Even savvy investors wouldn't know.
What they know right now is that the model is so advanced the US government has to ban it, and the model comes out of Anthropic. Not Google. Not OpenAI.
doctorpangloss
8 hours ago
TACO.
tyingq
7 hours ago
I see what you mean, though ITAR restricted software has been around for decades. It classifies some software as "munitions" :)
DrewADesign
7 hours ago
Most valuably, they have a plausible excuse for hitting a financial brick wall before failing to deliver on years of over-promising on real-world business utility.
m3kw9
7 hours ago
It’s a marketing stunt, I’m calling it and Anthropic will “fix” it very soon
londons_explore
6 hours ago
Expensive marketing stunt if users demand refunds from their credit card company for those annual subscriptions on the basis of "service not delivered".
Paying for 365 days of service but getting 364 would normally get you a full refund, not just a 1 day credit according to visa/MasterCard rules.
LordDragonfang
6 hours ago
Nowhere in the terms of service for any Anthropic product does it guarantee access to Mythos or Fable.
TylerE
5 hours ago
In the subscriptions it was already going away on the 22nd until possibly some indefinite future date.
scotty79
3 hours ago
Anthropic got out a slightly better model (which is what two companies were doing for more than a year), but at the cost of not being able to provide it within subscription. It build out an inordinate hype around this model. And in the end it was saved by this hype because it doesn't have to admit now that it's never gonna be able to provide this model in volume because gov forbade them from providing it.
esseph
7 hours ago
> Anthropic got the most rewarding hype ever in the history of mankind.
Nah, SpaceX just IPO'd.
dalemhurley
7 hours ago
How much of the value of the IPO was based on the revenue from AI data centers?
scotty79
3 hours ago
Probably not much, since bulk of the valuation was based on hot air expelled by musk as with all of his ventures.
hughw
8 hours ago
“Banned in Boston”
anon373839
8 hours ago
> Do you think China is going to allow the strongest LLMs ... a year from now when they have Mythos capabilities
"Mythos capabilities" is not some magic threshold. This is exactly the type of language that people used about GPT-4 in 2023. Today, I can run models far stronger than GPT-4 on my laptop at speeds better than GPT-4 offered.
Anthropic are quite good at coining sticky phrases like "Mythos-class models", but these are manipulative attempts to shape the discourse for business purposes and should be identified as such.
raincole
3 hours ago
It wasn't a magical threshold until today. Now it surely is a magic threshold, set by the US government.
ozozozd
8 hours ago
Disappointingly, it still works.
They used this type of language with GPT-2. Le sigh, yawn.
usef-
7 hours ago
To be fair, they were proven right about automated spam, phishing and disinformation being a problem.
Yes, some of it looks silly now, though it's always easy to criticize with hindsight: the models could do unexpectedly impressive things and we didn't fully know the limit yet, it was a black box.
Remember you're critcising the org that actually made it public to people earlier than any other: the uncertainty was a temporary caution. The "open" in OpenAI was because they made it available, unlike Google at the time.
its-summertime
2 hours ago
> To be fair, they were proven right about automated spam, phishing and disinformation being a problem
When the company that enables this, makes the predictions in the first place, that is a self-fulfilling prophecy.
nottorp
37 minutes ago
> So many comments here missing the big picture, and just gleefully pointing out that Anthropic got what they deserved, or that this is the natural culmination of some kind of marketing stunt.
But it is! How many times have OpenAI and Anthropic threatened the rest of humanity with extinction at the hands of their LLMs? Monthly I think.
They were hoping for a government supported monopoly. Careful what you wish for.
istvan0
6 hours ago
I'm a European, the EU is supposed to be one of the closest allies of the US.
The US government found a jailbreak that allowed the user to make Fable do bad things, this is so dangerous that this model must be held back in areas that are not the US...
If this is so dangerous why allow US nationals access to it? Are there no evil people in the US?
Going back to my perspective: let's say I control a big enterprise or a government body, how should I view this or US technology? Should I be like: yes, let's use US tech, they are a reliable partner and would never abruptly cut us off! Or should I be like: there are competent alternatives out there and if your work hinges on wether or not you had access to Fable 5, then your business is probably not going to survive for long.
SCdF
6 hours ago
Back when Snowden leaked all of the spying information, the only thing the States cared about was whether they spied on their own citizens. The fact that they spied on the citizens of their allies, including yes, the EU, barely made the news.
I don't think it makes sense the assume the US considers any country its ally.
AnonymousPlanet
an hour ago
It barely made the news inside the US.
wesselbindt
an hour ago
As the saying goes, it may be dangerous to be America's enemy, but to be America's friend is fatal. True in the 60s, still true today.
vrganj
4 hours ago
And as a corollary, no country should consider the US its ally.
I'm glad Europe is finally waking up to this reality.
baq
2 hours ago
Parts of Europe, most notably France, has been perfectly aware since... always?
But in general I agree, the other parts got a big wakeup call.
Filligree
33 minutes ago
> I'm a European, the EU is supposed to be one of the closest allies of the US.
I’m Scandinavian. The US is an adversary; please wake up.
dkalsnfjasdffa
24 minutes ago
That's absurd and removes the meaning of the word adversary
drstewart
3 hours ago
>If this is so dangerous why allow US nationals access to it? Are there no evil people in the US?
How come the EU is making a "digital sovereignty" push? Why are only EU people allowed to compete for EU services? Are there no evil people in the EU?
raverbashing
6 hours ago
I believe that restrictions like these: "only for US nationals present" are also to facilitate prosecution if needed
greenchair
an hour ago
bingo
crystal_revenge
6 hours ago
> I hate being told what technology I can and can't use
Ever since the original GPT-2 "it's too powerful to release!" I've realized that whatever is the current state of open models represents what we really have access to.
It's shocking to me how many people on HN, who engage in long conversations about LLMs and AI, have never actually run a model on their own hardware.
All you need is a reasonably good macbook pro/studio or an RTX [3-5]090 and you can run useful models in the >= 30 tokens/second range (much higher if you choose the GPU path). The difference between what you can run on this hardware and what you can run on hardware that costs 2-5x is not that big. Don't be fooled by people on Twitter/X claiming you need some outrageous setup.
It's also increasingly clear that frontier models are nowhere near close to pushing the limits of efficiency. Quantization, MoE, and other techniques have dramatically improved even in the last year.
For work, of course use OpenAI/Anthropic models, but for anything personal, anyone who considers themselves a "real engineer" should be running local models, using open harnesses and seeing what they can accomplish with these.
Even if open releases slow down or even stop, we have the foundation, right now, for smart engineers to squeeze something quite useful out of. Hopefully we'll one day figure out how to train large models in a federated way. But either way: not your weights, not your inference.
fullstackchris
5 hours ago
lets be genuine here: those local models are no where near the capabilities of true modern llms like codex 5.5 and fable 5
but i also dont doubt in a few years time models with those benchmarks will be able to be run locally
still many many breakthroughs to be had
kergonath
4 hours ago
Personally I am fine with the SOTA from last year if I can run it on my hardware and who gets access to my data and history. I don’t really care that it could be marginally better using a model I cannot control on someone else’s server.
vld_chk
4 hours ago
It sounds right, but there is one caveat to me:
Training best models is hella expensive. Anthropic spent fortune to train it, and it definitely plans to make a fortune with it either. This US decision, if not reversed, would cause Anthropic potentially tens of billions of dollars of revenue loss. When company heads to IPO, and burning cash faster than it generates it, such moment can change their entire trajectory, plans for the future, hiring, new models development, etc.
Alright, one might say that “US will fund it directly and LLMs will move from free market to controlled and funded by government assets”.
But even then. Training new models is expensive not only in terms of computer, and not only in terms of utilities, data centers, etc. But in terms of talent either. It is hard to retain top talents with you when they should just train special models for government. I am not sure we are in 1945 again and that top tier AI researches will agree to sit in silo and work for models which only privileged selected organizations might use. Whenever government steps into control, freedom and creativity is affected.
P.S. Where I agree, though, is that we witness the start of government censorship of AI models. Imagine soon Anthropic open back access to Fable. Can we know what they put inside and which capability limitations, derived based on ID/IP, they enforce? No, we can’t. Here I agree that at least the era of government censorship begins.
quatonion
6 hours ago
I wonder how this is going to work given half the people working at the AI labs are Chinese foreign nationals, and even more interesting, DeepMind is based in the UK. Plus there is an awful lot of AI research going on all across Europe, especially Switzerland, that is feeding straight into the US major labs.
Banning foreign nationals from using your technology only makes sense if you don't rely on foreign nationals to build it in the first place.
Or are we so far along now we think we don't need them anymore.
I'm wondering if they might go for a restricted access model that goes beyond passport or citizenship, where people can still use it, but you have to be individually vetted, and put on a list to get security clearance.
thomasahle
5 hours ago
Deepmind and OpenAI have offices in Europe. But I don't think Anthroipc does?
quatonion
5 hours ago
Right, but I am talking about the general government response trajectory.
And also, even though Anthropic may not have labs themselves directly, there is a funnel of research that comes in the form of papers and conference tracks.
The AI community is pretty tight knit, and not having access to frontier models affects everyone.
cataflutter
5 hours ago
They have a presence in London; have met someone who works there. Sounds like there is an office too
Filligree
18 minutes ago
There’s also a presence in Dublin. Coworking space, last time I checked.
drbojingle
14 minutes ago
I do think the Chinese will give away strong models. The US government can't control that and would make a mess if they tried. Companies making SOTA models would be undercut and all the funding that went into them would be wasted. Sounds like a great strategy for the Chinese.
827a
7 hours ago
IMO: Its unacceptable that Anthropic be allowed the final say in what "safety" means for their products, and its extremely reasonable that the USG be allowed that say, for Americans. In other words: Anthropic cannot be allowed to distribute an unsafe product. It doesn't matter how much they "tried" to make it safe, by their own definition of safe.
That's separate from the question of whether Fable 5 and Mythos 5 are unsafe. I don't really know. Here's a few things that seem real, though: These models probably have some level of capability to assist with bioterrorism, Anthropic has self-admitted that their own safety measures are imperfect [1], so it should come as no surprise that jailbreaks seem far more possible than Anthropic is leading you to believe in this blog post [2].
[1] https://www.anthropic.com/news/fable-mythos-access: "We suspect that perfect jailbreak resistance is not currently possible for any model provider."
[2] https://x.com/elder_plinius/status/2064776322979676227
If Amazon sold a book that taught someone how to commit bioterrorism, would there be action against them to stop selling it? Its an imperfect analogy, but the parallels are there. LLMs don't get a free pass because they're also so good at writing typescript for beige CRUD apps and bedtime stories.
One thing I hope we align on: Synthetic safeguards (steering, rejections, etc) on top of models to block illegal/sensitive topics isn't good enough. Anthropic has self-admitted that it isn't good enough. We need the technology to lobotomize these capabilities the public deems too unsafe to allow out of the models at the most fundamental level. And, we need to align on what the scope of these forbidden fruit topics are. This is, actually, the only way open source continues to thrive. I want open source models to thrive, but they won't be allowed to thrive, nor should we want them to thrive, if they're teaching people how to engineer novel viruses and other horrible stuff.
ajam1507
3 hours ago
> LLMs don't get a free pass because they're also so good at writing typescript for beige CRUD apps and bedtime stories.
Plenty of useful things get free passes to be dangerous. Traffic accidents are the leading cause of accidental deaths in 11 states, but we don't ban cars because they're dangerous. There's plenty of safety features, but we acknowledge and accept that people will die. People like to pretend that they won't sacrifice safety for convenience, but they continue to do it time and time again.
KingOfCoders
a minute ago
To the EU.
mrtksn
6 hours ago
Ironically, this is something that the restrictive EU AI regulations can help with. Had the Anthropic been in EU, they could not be restricted as long as they followed the laws which is essentially taking some precautions against obvious risks(no social profiling, emotional recognition in schools etc.).
That’s also the difference between being totalitarian government and laws and regulations based order.
willtemperley
4 hours ago
I suspect the big picture isn't just "governments restricting the availability of strong LLMs to the public", it's a group of tech lobbyists who have managed to push a narrative that's plausible enough to the majority, but serves their master's interests in stifling competition, whether that be from Anthropic or those who know how to use their tools effectively.
The fact that Anthropic are willing to dumb-down their own model responses to "Prevent foreign competitors from using the model to accelerate R & D and protect our leading position." [1] adds credence to this speculation. Anthropic are scared of their own model's power in the hands of competitors: it has nothing to do with security.
karmasimida
9 hours ago
China had already forbade their top researchers to even leave China.
Also foreign investments into Chinese AI labs have already been forbidden and asked to exit
handle584
8 hours ago
I wonder what will happen to Chinese employees of Anthropic/OpenAI/Google Gemini? Given the ubiquitous Chinese names in AI papers there must be quite a few.
They probably have gotten their PR or in the process, but naturalization requires five years after that, so there must be some still not citizen yet.
londons_explore
6 hours ago
If you are born in China to Chinese parents, China considers you under it's jurisdiction for life. You can't travel to another country and start working against Chinese interests without consequences.
olalonde
6 hours ago
That's not true. You can renounce your Chinese citizenship and it's actually required if you acquire another citizenship.
seanmcdirmid
6 hours ago
This is sort of true. China can forcibly reinstate Chinese citizenship at their own discretion.
olalonde
4 hours ago
I guess in the same sense that the U.S. considers they have jurisdiction globally. Not de jure, but a de facto reality.
gmueckl
8 hours ago
Do you have sources? I would like to read more about that.
tw1984
8 hours ago
that is to avoid having them arrested by the US under "US national security concerns".
karmasimida
8 hours ago
It is also prevent the employees leaving because the lure of US capital
user
8 hours ago
layer8
an hour ago
> The real story here is that this may be the beginning of governments restricting the availability of strong LLMs to the public, to you.
That would also significantly dampen the commercial incentives to develop such strong models, given the high costs involved.
On the other hand, such a future would probably save white-collar jobs.
256BitChris
8 hours ago
My guess is that Anthropic will either address the government's concern and get the export control removed or implement a citizenship verification (like passport upload or something).
I remember something with either ChatGPT or Claude, way early on, where I had to upload my passport to use some level of it (maybe it was the OpenAI API).
Anyway, there's no way they just shut this completely down, the revenue from mythos is huge. So if they can't get the government to budge they'll find a way to be compliant without completely shutting down.
libraryofbabel
8 hours ago
You may be right, and I actually agree with you: I think that in this case the most likely outcome is that Fable becomes available again at some point, albeit possibly only to a restricted set of users within the US.
But I think my larger points stands: even if we do see Fable access again, this is the beginning of government restriction of LLMs and we are going to see more and more of it. In fact, I would be very surprised if we ever see an open weight model with Mythos capabilities. Chinese labs have been consistently releasing open models 6-12 months behind the frontier. In 6 months we may see them go dark.
Similarly, in the US I think we can expect more and more government restrictions on the strongest LLMs, in ways that may go beyond flimsy checks like uploading a valid US passport. It may not happen this year but I think it will happen eventually.
It still surprises me sometimes that LLMs are just available for _anyone_ to use. Isn't it odd that it turned out this way? When I grew up reading sci-fi I thought AI, if I ever saw it in my lifetime, would be something locked up behind the walls of big corporations and governments. But instead we have all been able to use it for an infinity of banal purposes for $100 a month. This is a strange situation but we have got used to it. But it may not continue that way.
cs02rm0
3 hours ago
> It still surprises me sometimes that LLMs are just available for _anyone_ to use. Isn't it odd that it turned out this way?
I assume it's some of their best training data.
bob778
7 hours ago
The Chinese labs would only go dark if they believe they’ve surpassed the American labs, otherwise what benefit is there to them to refrain from sharing the models? Better to have all of their allies able to use the same models by making them public
jasonfarnon
5 hours ago
" if I ever saw it in my lifetime, would be something locked up behind the walls of big corporations and governments."
Who knows, maybe the good stuff is locked up. If one of these corporations had something very special they may very well find it more profitable to enjoy the competitive advantage of using it for themselves than marketing it.
tychez
2 hours ago
To me, it is obvious that what we are going to have is KYC/AML style compliance from US banking.
We already have the rails for automated customer identification from US banking.
I think there is a larger "AGI" category error with all this too that is akin to the old futurist idea of driving nuclear powered cars in the "future". The Ford Nucleon.
Nuclear power comes to us in a mix of electricity from the utility company but is far too dangerous for an individual to posses nuclear material for personal nuclear reactors.
An electric car does run on nuclear energy in some sense but not the way the Ford Nucleon was envisioned.
The error of the AI bubble is that we are pricing these companies with SaaS multiples when they are eventually going to be public utilities. There is really no other way to handle the dual use nature of anything close to "AGI".
pksebben
8 hours ago
Perhaps a little tinfoil hat, but I don't think there's a legitimate concern here to address. An empowered populace is antithetical to the current political paradigm, which is what I suspect the actual grievance to be.
And before either 'aisle' piles on - I'm pretty sure the concern is bipartisan.
karmasimida
7 hours ago
I think some of the commenters are naive to think government intervention is silly and TACO.
No, Dario said himself AI is national state weapon, then the government will not cease control.
What would happen is that we will have a more lobotomized and even more neurotic safeguards put in place in order to comply, and your data will be boardly sharing with the government.
Moving forward, above certain parameter size of model, it will require your self-identification in order to be used.
AnotherGoodName
8 hours ago
I feel like a very minor tweak to comply specifically with whatever the issue the directive stated and release it under a new name (since the directive specifically names Fable and Mythos, not Opus or Sonnet) while the courts sort it out is reasonable.
priorcod
6 hours ago
Anthropics latest amendment to their privacy policy stated that there are very likely to be asking for ID verification in the near future.
>> As part of our measures to keep our services safe and secure we may ask you to verify your age or identity, and we've described what we collect and how
metalspot
an hour ago
> Fable was the strongest model on the market
based on Anthropic's own self promotion. no reason to think that Chinese models are not just as good or better. the key thing here is training on machine code and dis-assembled binaries and the Chinese have a complete data set of pirated software, with no limitations on how they use it. I seriously doubt they are actually behind.
> only if you're not a US citizen, but in practice, even if you are
the issue here is that Anthropic needs a legal opinion that their mechanisms for detecting foreign users in the US are compliant, which is technically hard to do, and a complex intersection of technical details and national security law, so getting a legal opinion can't happen overnight. it will be back.
spangry
8 hours ago
I agree this is probably their thinking - they view frontier models (and the capability to build them) as a vital strategic edge that they want to keep to themselves.
The problem is that there are network effects at play - the more people you have using your models, the more training and fine-tuning data you're accumulating, so the faster you can develop the next frontier model. Not to mention the fact that more users means more revenue to fund your next-gen model training.
Perhaps the US administration is gambling that US citizens on their own provide enough of a training data and revenue flywheel for them to keep their AI development edge.
The next interesting question will be - will the US share this capability with her traditional strategic allies (e.g. five-eyes countries), or is it truly America First (or, 'America Alone')?
Davidzheng
4 hours ago
Human user usage data is probably a tiny contribution to improvement of the models--it's mostly RL on environments
pksebben
8 hours ago
> Perhaps the US administration is gambling that US citizens on their own provide enough of a training data and revenue flywheel for them to keep their AI development edge.
There is no way to enforce access of one and not the other, not with the state of tech in the US (and most countries without a great firewall). Bypassing such controls is as easy as a pilfered credit card (or some other american-looking payment method) and a vpn - both trivial to come by.
gmueckl
7 hours ago
It may not be perfect, but this hurdle would still keep out ~99% of the targeted people.
pksebben
6 hours ago
Genuinely curious - who do you think the targeted people are and how would this keep them out?
gmueckl
6 hours ago
For the sake of this discussion, I'm going with the nationalistic vibe of the order: anybody who isn't a citizen of the USA (presumably to limit risk of AI-supported action against the US?).
But that in itself is telling in a way: if national security was a true concern, access should be limited to people who passed background checks.
asp_hornet
8 hours ago
> the more people you have using your models, the more training and fine-tuning data you're accumulating, so the faster you can develop the next frontier model
I’ve wondered this but then wouldn’t a large amount of input now just be AI output from a previous PR/client email/spec document/chat. Training of that would be an issue leading to distillation?
merksittich
39 minutes ago
Supposedly many Anthropic AI researchers are foreign nationals. So this move by the US gov may serve to slow down frontier AI research, including human-guided RSI. If you believe that such a slowdown increases safety, it may turn out as a blessing in disguise.
ryanisnan
8 hours ago
> Will we be the poorer for that, or will we be safer? I think poorer, because I hate being told what technology I can and can't use, but I'm not certain.
I think this is bang on. The motives are kind of irrelevant, because now that the precedent has been set, I suspect they'll be much more likely to go here for future restrictions. It's very convenient (even if true) to just say "security reasons".
00deadbeef
7 hours ago
I think this could kill LLM development. What's the point in pushing boundaries, when your business model is already hard to profit from, only to be blocked from selling your work to the entire world? Where's the incentive to continue?
neya
6 hours ago
> If you think the solution here is going to be open source Chinese models and / or running on your own hardware, think again.
This logic is flawed. China had no incentive to release SOTA models to the world in the first place when OpenAI were milking everyone with closed source paid models. What changes now? Nothing. In fact, this is even more incentive for them to capture marketshare and dependence on Chinese models as the world will simply just use alternatives. Not bow down to restrictions. If your logic were correct that people would just comply, then the tons of VPN services wouldn't have a market in the first place.
Muromec
2 hours ago
It's a great opportunity for China to earn some soft power points even if there was no direct economic benefit. See -- Americans are too afraid to go full speed into the feature, but we, the enlightened people, are not and will share it with you for your own benefit.
No way they will pass on this one.
That being said, they could still keep some other model from public while doing a PR stunt like this to eat their cake and have it too.
alephnerd
5 hours ago
This is why Alibaba canned the more idealistic Qwen members [0] and now has the AI group directly report to Eddie Wu [1] (the CEO of Alibaba).
Commercialization - not open source - is the name of the game now in Chinese AI [2].
[0] - https://www.ft.com/content/b39da303-3188-447b-8b65-3dd8dad8b...
[1] - https://www.digitimes.com/news/a20260609VL215/alibaba-ceo-ai...
InsideOutSanta
6 hours ago
I find it worrysome how often people value revenge over good. The same happened when traffic to SO cratered; as if the destruction of a valuable source of information was good just because the mods suck.
CSMastermind
5 hours ago
> I find it worrysome how often people value revenge over good.
I personally see it as a net good if companies fearmongering for marketing purposes then have to face consquences from people taking their marketing at face value.
Hopefully it teaches them and others not to do it anymore.
okayishdefaults
8 hours ago
A myopic view, but the government has generally not been heading in the direction of an educated populace over the last few decades. It doesn't surprise me that anything that's too intellectually capable is a threat.
alpineman
4 hours ago
That's only if you believe this is actually motivated by safety, and not corruption. They won't block access to Grok, just watch. They'll probably allow ChatGPT too if it is censored in some way.
pianopatrick
8 hours ago
Personally, I assume that AI labs like Anthropic are high value targets for spies from other nations. I also assume that some of those spies have already had success in getting the model weights / source code / other such secrets.
So I doubt this action alone is enough to really stop other nations from getting access to state of the art AI. I think the US would have to go much further to really stop other nations from getting access to state of the art AI.
gmueckl
8 hours ago
I would agree if it wasn't for the fact that extracting that volume of data from a properly secured corporate network should be hard. It should raise some flags if a such a high volume of data is downloaded to a user's local machine from the training or production environments.
pianopatrick
7 hours ago
I have no proof one way or the other if Anthropic or OpenAI have "properly secured corporate networks". Both seem like fast changing places with lots of servers and workers. Seems most likely to me that someone somewhere made a mistake or missed something due to all the change and their network is not 100% secure.
But even if their networks are secure, I think that spies who are willing to coerce people, trick people and go in person to data centers or offices could find a way to get those models and other things.
Davidzheng
4 hours ago
Aren't the models also distributed to various data centers--i think it's very easy with resources
gpt5
2 hours ago
It depends how secure they are. But yes - in reality they are only a couple of TB, so just distributing the models and their source code (not their training data) it feasible.
calgoo
7 hours ago
I mean, the source for claude code was "leaked" by accident so at least some of their processes are not that secure. I feel that they are more like a Startup then a Enterprise (ignoring finances).
esseph
7 hours ago
There are sooooo many exfil methods, including with air gapped systems that are off-network.
Not at all beyond the capabilities of any of the top ~9 or so best State actors.
Edit: To answer your question, very easily on the 20TB.
One crude method with a simple device in particular works well if you just clone the monitor data and then use HDMI and pass through. Then just cat dir in encrypted chunks to something like a USB key connected to the passthrough. 4TB USB keys are out there. A week of that gets you 20TB.
gmueckl
7 hours ago
How many of those methods can realistically exfiltrate 20Tb of data? That's quite hard even for well funded actors.
bluegatty
7 hours ago
It's highly unlikely that actors have access to model weights etc..
What is likely is that 'understanding of techniques' could be leaked.
Often, it's just well enough to know 'the approach' being used.
zkmon
4 hours ago
I think you are missing the bigger picture that is around the "bigger picture" you are seeing. AI proliferation is more dangerous than nukes proliferation, as any highly capable tech would enable destructive usecases as well. If nukes related material and knowledge was safeguarded, then AI requires it as well.
AnonymousPlanet
an hour ago
> AI proliferation is more dangerous than nukes proliferation
This statement is utter nonsense. And if you think about it, it's in exactly the same spirit as calling for a wide ban on science books or education.
whereistejas
3 hours ago
nobody ever raised money for nukes from public/private markets on the premise that nukes will bring the world into an age of abundance. AI companies have done that. This comparison of AI and nukes is so silly.
zkmon
an hour ago
Raising money has nothing to do with the bad usecase for tech. Tech companies never said that their tech can't be used against the nation or against the good of people.
largbae
15 minutes ago
This reads pretty one-sided.
The government is full of stupidity and this is indeed a big moment, but Anthropic has been begging for this outcome in their public messaging. If their fear-mongering was genuine, then great, they got their pause. If not, then what exactly did they want to happen?
chvid
8 hours ago
I think the Chinese don’t share the “AGI-pilled” understanding of AI that you see in some US companies and part of government.
Thus they are far less likely to do something like this.
iugtmkbdfil834
4 hours ago
I agree.
Honestly, and I don't say it lightly, long term this may have bigger impact on humanity as a whole than Iran war and its varying outcomes ( and consequences ). Separately, note how much this news was not really reported much today. Granted, a lot was happening, but it is telling.
biztos
3 hours ago
> but in practice, even if you are
That part is up to Anthropic. KYC[0] is not exotic, it's just a pain in the butt: if Fable is that good, they can do the KYC.
I don't think this is the right move from the government, but we shouldn't pretend that "citizens only" is an insurmountable hurdle for a company that just got a $65B capital infusion.
tankenmate
3 hours ago
Sure, but what if that "known good customer" proxied access to someone else?
Muromec
2 hours ago
Then Anthropic did their part and blames the good customer after implementing "reasonable" measures to prevent it. They still get paid.
biztos
3 hours ago
This is a problem that banks deal with all the time.
It truly is a pain in the butt. But if access to (US banking | Fable) is worth it, you do the annoying work, and the customers accept the annoying limitations.
fny
6 hours ago
The real story is that Anthropic went from being a "supply chain risk" to being a "national security risk."
monster_truck
2 hours ago
They want Deepseek V4 Pro they can try to come and take it. It's incredible that anyone allowed themselves to become so reliant on closed models
alexwwang
7 hours ago
Yes. It’s really not a good idea to make this ban. When the US is gradually isolated in this way by its gov’s policy, the world becomes more and more dangerous. What worse, the traditional value of open to competition that Americans have hold for centuries seems to be substituted step by step. It’s absolutely a tragedy.
cm2187
6 hours ago
The other thing is what this will do to 1) the valuations of these companies, 2) their potential revenues and therefore the viability of the current datacenter buildout. Looking forward to the reaction of the market on Monday.
yurish
8 hours ago
AI companies business model depends on wide adoption. How will they survive if government closes access to their models?
oneneptune
7 hours ago
I do not really like applying the "if we did it, they will too when they can!" logic to other government's.
China has flaws, plenty of them, but there's no real evidence to believe their motivations or mechanisms of pursuing motivations are that similar to that of the United States.
segmondy
8 hours ago
We are not missing the big picture, this is what Anthropic wanted. They made this bed, let them lay comfortable in it.
m-p-3
7 hours ago
They just received a massive PR opportunity on a silver platter: our model is so good the government forced us to shut it down.
noworriesnate
2 hours ago
Yeah it's bragging rights that they were the first. I bet Sam Altman is seething at this news.
denkmoon
2 hours ago
They can't control what I run on my GPU. Exactly why local inference is so important.
freetanga
3 hours ago
I see your point and share it up to a point… but how does it square with the full western economies gambling all or nothing on AI?
ludsan
7 hours ago
>The real story here is that this may be the beginning of governments restricting the availability of strong LLMs to the public, to you.
I can't agree more. This is a precedent not just in denial but possible vagueness. Judiciaries have 'vagueness doctrines' to counter such laws/directives but _these_ may be re-trumped by the deference given to national security.
If we don't get soon a framework by which models may be measured as 'too powerful' vs 'not too powerful' we supercharge the self-dealing (corruption) that this administration has brazenly adopted. Many fingers can be put on many scales; groks may be given a pass while others are held to higher "standards".
Will OpenAI now just asymptotically bump its versions to 5.99999999 to stay under a limit that nobody really understands?
I realize that this has all just happened and we might get some good rigorous clarification from our government.... sigh. We are living in a kakistocracy. Who am I kidding?
flippy_flops
8 hours ago
The scariest thing to me about AI is not what it can do, but that someday public access might be lost and governments/ billionaires would hold exclusive reign. Today could be the last time the public has any idea of the true capability of AI.
quatonion
7 hours ago
And just imagine the true capability of AI if Fable and Mythos are the models known publicly. We can only imagine what is behind closed doors.
otabdeveloper4
37 minutes ago
There's no such thing as a "strong LLM".
The whole idea is a lie and a marketing stunt to prop up the US stock market.
ozzymuppet
an hour ago
100%. Isn't the US supposed to be all about Freedom? It's become a laughing stock.
aucisson_masque
5 hours ago
Is fable that good ? I was under the impression that it's just an incremental update, and not even a big one.
Government always restricted data, tools, technology. In France for instance you're not allowed to have a gun, but policemen have.
What's the difference ?
Imo china, and deepseek will keep its open source model because they invest in long term. At some point they could do something similar, but not now.
USA government is just hurting AI development in their country, and that's good news to me.
notrealyme123
5 hours ago
It's not like every French person can carry a gun, a non french nationals can not. This is a nationalism thing.
Oras
5 hours ago
> is fable that good?
In my experience it’s not, the only difference I noticed between it and Opus was its taking much more time to respond.
bram98
4 hours ago
For some workload, yes the difference is big
tychez
an hour ago
China is going to have the exact same problem, it is just lagged by x months.
If you think there is ever going to be an open source Deepseek "AGI" model I just don't think that is thinking things through.
It is the main error of the AI bubble. At some level of intelligence, the dual use nature of a model is too dangerous for a purely hands off approach.
It is like thinking at the advent of the automobile that you will be able to drive your car at any speed, without a license , any place you want.
It is inevitable and the huge sums of money being burned to build these future highly regulated public utilities probably aren't going to be happy with the returns they get from funding a highly regulated public utility.
Findeton
4 hours ago
Fable IS that good, I can tell you. At least, for physics.
holoduke
4 hours ago
For 3d engine stuff yes it's a lot better. It managed to replicate crimson deserts occlusion mapping stuff. 4.7/8 was not
thisisit
7 hours ago
The whole thing is theatre.
Anthropic gets into argument with US government over model usage -> Release a model calling it too advanced for safe use -> release the model to public knowing well that this admin has thinnest of skins and will do something
Regulatory capture in roundabout way. Now it is going to take crying wolf over other companies/countries developing “Mythos grade model” to kick off action especially in next two years of this admin.
Companies will keep improving models because AI is not yet fully there. But it is incredibly naive to think governments were ever going to allow state of the art technology to be released to public or do things this publicly. Every company wants to show off and get publicly restricted because it shows off their strength.
I can only say well played Anthropic.
AgentMasterRace
6 hours ago
You can't use it if you're American either.
weird-eye-issue
6 hours ago
> In 2 years time, I would be surprised if the strongest LLMs are available for general use at all.
That's a bold prediction considering that's true today...
aocallaghan17
4 hours ago
The huge investment into LLMs at a loss is about having control of these tools and technology. Now we're seeing a state try to take some control.
But who do you trust more to make these decisions? A democratically elected government or a private company?
Davidzheng
7 hours ago
I think it's too early to understand the ramifications but I agree this is a huge deal.
bxk76
7 hours ago
Govts wont be able to do shit. Just like we saw with social media. This is just happening faster. Illusion of control theatre will continue for few years. Beyond which we might have totally different looking govts.
glerk
5 hours ago
don't worry, these idiots can try, but it is too late for them :)
adamsb6
5 hours ago
I lean libertarian but I can recognize the danger in having access to a machine that can craft pathogens to spec.
A pathogen with a very long incubation time and a high fatality rate would be about as bad as nuclear war. Maybe we need to figure out how to possibly defend against one person doing this before making it easy for anyone to do it.
sharts
6 hours ago
No different from encryption
earth2mars
8 hours ago
as someone who uses these models day in out, i can confidently say its more of a marketing gimmick than anything else. don't get me wrong, the model is great, but nits no out of the world than GPT 5.5 or similar ones. I would say just go and try this model for serious work and see the marginal difference. the model wins in some cases and loses in many others. so, what is this all about? hype!
abraxas
8 hours ago
Working on my codebase (~100KLoC across multiple Python modules) I felt that Fable was head and shoulders above 4.x series. It was just relentless and always hell bent on testing and proving its own work. It just tore through problems like an animal. I never seen that behaviour in 4.5-4.8. I can't speak for OpenAI models as I don't use them but Fable was in a different league. Especially when tasked with long horizon goals that involved reasoning at a high and low level to solve the task.
andxor
7 hours ago
I have had the same experience. I can't believe that people couldn't tell the difference.
abraxas
7 hours ago
I think a lot of users likely use these models on small hobby projects and not some convoluted enterprise code base. When you're making yet another Space Invaders clone it really won't show much difference. Messy, complex code bases with layers of cruft from decades of patching - that's what separates the model boys from men.
mewpmewp2
8 hours ago
Yeah, and its browser usage on tough web apps/sites was also amazing. This is one of the cases where it is easy to tell a difference. It was figuring out very effectively how to find right elements whereas with previous LLMs I had to constantly babysit and unblock them with browser usage.
earth2mars
7 hours ago
I used codex 5.5 and Claude. I pay for Claude from my pocket. I use Codex at work. I can confidently say Codex 5.5 high is much better in going through long code bases (couple of millions of lines of code) vs Claude Fable/Opus which does only what is been told. while codex covers all sorts of edge cases. Frankly, I am not going to miss a thing if they stopped Fable.
m3kw9
7 hours ago
It will just delay SOTA models to us by say 1 year. I’m actually ok with it given that’s it was entirely predictable any govt would do that to even strongish AI
emodendroket
8 hours ago
> Will we be the poorer for that, or will we be safer? I think poorer, because I hate being told what technology I can and can't use, but I'm not certain. Maybe you think the government should restrict strong LLMs. Maybe you don't. But either way, this is big news and a rubicon has been crossed and a precedent set. That's true even if the motivation for this is just the government settling scores with Anthropic.
I mean, maybe in principle, but if the object is just hobbling Anthropic you might still get OpenAI's latest model without that much trouble.
BrenBarn
4 hours ago
> These are heading in the direction of being powerful cybersecurity weapons and it will be in the interest of nation states to restrict and control them. In 2 years time, I would be surprised if the strongest LLMs are available for general use at all.
That sounds so great.
> Will we be the poorer for that, or will we be safer?
We will be not just safer but richer. These LLMs are like drugs that should absolutely not be cast freely into the highways and byways. My main worry is that this action will be a haphazard one-off and not part of a coherent plan of curtailing LLM propagation.
photochemsyn
8 hours ago
“Fable was the strongest model on the market” - explain why anyone should believe that claim.
I’ve been trying to track LLM code generation adoption in the critical infrastructure world - as far as I can tell, it’s nill. Zero. Nada. Nobody is relying on these models to write secure code for anything where failure is catastrophic. Planes falling out of the sky. Nuclear reactors going into meltdown. Electrical grids loosing synchronicity. Lots of these BS claims from the marketing and investment crowd, but - it’s just a useful tool for non-critical areas. That’s all it is.
00deadbeef
7 hours ago
I don't understand the point you're making.
It can be both the most powerful LLM on the market, and have no adoption in critical infrastructure.
vanuatu
7 hours ago
i know someone who works on nuclear power plants that uses codex
obviously you need to review it
snackerblues
5 hours ago
That's terrifying.
mavamaarten
3 hours ago
It is. Not per sé because the code might be of poor quality, but because someone sent that source code to a public API under the promise that oh noooo we won't use your code for training. Probably.
snackerblues
2 hours ago
If they ever used Fable, it's sitting in Anthropic's servers for a month
esseph
7 hours ago
> it’s just a useful tool for non-critical areas. That’s all it is.
Okay. Let's say I agreed with you.
If you look at all technology and break down the total market for Critical Workloads vs non-critical workloads, what do you think that works out too, percentage wise? 12% critical? 18%? What if it was 30%! That would still mean 70% of the world's software could possibly be handled by an LLM. If that happens, the 30% of the Critical Workloads stuff is gonna get very, very competitive.
snackerblues
5 hours ago
Not if the government bans them.
Imustaskforhelp
8 hours ago
The whole reason China open sourced its models in the first place was because nobody generally speaking really trusts China and Chinese deployed models (if they were proprietary)
and OSS models gave way to running it with freedom and security.
So OSS models have always tried to catch up to the frontier and lag behind 3-6 months. For my use cases, I am happy with current OSS models especially so if you let frontier-ish models design the plan with your input
If I were to suppose that China created a frontier model so good and far ahead, then I can understand if they don't open-source it. Qwen does it already with their Max models being closed-source.
but if you are suggesting that China in whole will remove itself from AI race, then 3 (or 4) possibilities can occur.
1. Some chinese companies might stop the production of OSS models if their names are known (z.ai etc.) but there are multiple other companies who are fighting with their research labs as well. They might create a decent model and OSS it to get known within world and China.
2. The whole Chinese economy (well similar to America, but to an even more extreme level from my understanding) depends on AI and is a bet on AI. They are funneling state and all bank money into these companies. From point 1, they wouldn't wish to be silent with frontier models and then lag behind and wait for other countries to catch up (point 3)
3. Europe(MistralAI)/India(SarvanAI? Kinda recent) will jump on the opportunity. (My point is that these two regions are trying to create their own models. How much they lack from the frontier is another thing but if China were to remove itself from the race, then they will have much more time to figure out how to make better models)
My point is that america and china are in arms race of closed source vs open source models. If china were to close source its models, they might simply lag behind and other countries will catch up.
4. Either that or you are right and we will have the current frontier OSS models and some more. IMO they are reasonably good as well and I used to wonder what would happen if say it would have been net good if AI was stuck at a similar level to sonnet 4.5 (IMO it was sweet spot), so I don't think that I am reasonably worried about it all. If absolutely need be, you can have an frontier model direct a plan and have OSS models do the grunt work.
throw310822
4 hours ago
This is a very interesting perspective. However we always thought that the diffusion of ever stronger AIs was practically guaranteed by its competitive value- you might restrict what AIs are available in your country, but the impact on your economy can be dramatic if other countries have access to better models. In the end, it's hard to imagine governments blocking access to any AI that is just a bit better than what other countries have.
raverbashing
6 hours ago
Pepperidge farm remembers when they banned G4 Macs for export as well
keybored
2 hours ago
The LLM Euphorics—the types who might report about being poor for a few months because they “splurged” on a multi-tens of thousands of dollars LLM server—are now concerned about LLMs for the people. Yeah okay.
Those of us who are negative about AI for political reasons have been saying from the start that the biggest problem with AI is power. People can’t now all of a sudden be thinking that huh nation states have power (along with Big Tech and the rest of the power brokers).
But this is in fact quite a tortured fear, all wrapped up in the usual hyping—though this part is expected of LLM Euphorics. The usual story of simply making human labor less valuable and concentrating hardware for compute is just, you know, this rotten economic system working as it is intended. No need for weapons, subterfuge, three-letter agencies, much more straightforward, and just a natural evolution of X-CLASS CAPABILITIES.
wartywhoa23
7 hours ago
> In 2 years time, I would be surprised if the strongest LLMs are available for general use at all.
It would be too naive to suppose that the strongest LLMs are available to plebs now.
ithkuil
6 hours ago
Fair enough, there _could_ be powerful models that are hidden from the general public, but I wouldn't call it "naive" to think the current capitalistic incentives are such that the only way to produce such models is to do exactly what we see out in the open with a handful of companies each trying their hardest to outcompete the other
goodluckchuck
8 hours ago
> In 2 years time, I would be surprised if the strongest LLMs are available for general use at all.
I would be surprised if the public ever had anything close to the strongest LLM. It’s not like nuclear bombs were created by the private sector, then the government started the Manhattan Project and seized them all for itself.
They probably had Fable-quality models in 2016.
hector_vasquez
8 hours ago
If there was ever a time to sell all your stocks and buy gold, this is it. NVIDIA to zero. This will make COVID look like a market hiccup.
gamedevo37s
7 hours ago
Repeating from the duplicated thread:
First I want to see them play video games at a high skill level, preferably without any access to game state beyond the same visual output that humans have access to, like a raster frame X number of times per second. One LLM model played Factorio, albeit at a very, very poor level, which can be seen if you slow the video to 0.25 playback speed and pause frequently.
https://old.reddit.com/r/factorio/comments/1u1blr6/claude_fa...
There have been streams of other games, where LLMs and AIs have likewise performed very poorly.
I recognize that LLMs might be better at language processing than these sorts of tasks. But being able to play video games is part of general capability. And this kind of hardcore video game playing, with no access to game state, is also a general task where feigning skill can be harder. If LLMs excel at pretending to be competent without actually being competent, like this AI training approach is arguably about
https://en.wikipedia.org/wiki/Generative_adversarial_network
Then some AIs might be trained and designed for deceiving humans instead of actually being competent and capable. And thus, one response is that they should be met with more difficult tests.
Basically, make tests that AIs or LLMs will not have an easy time cheating. Hopefully, that will engender research in greater LLM/AI competence, not in greater ability to cheat or deceive, neither for LLM/AI researchers and companies, nor for LLMs/AIs themselves.
tuetuopay
6 hours ago
Yeah a bit like I’ll be impressed by a humanoid robot that can fold a shirt from a freeform state (i.e. thrown as a ball on the laundry chair, or straight out of the dryer). Just like repeatable movements an balance are the easy(er) parts of robotics, text processing is the easy part of AI.
cryptoegorophy
9 hours ago
Bigger picture is AI seems to advance at exponential rate
asadotzler
8 hours ago
No. It doesn't.