Key insights
- A US government directive has suspended foreign access to Anthropic's Fable 5 and Mythos 5 AI models, citing national security. This abrupt action forces Anthropic to disable these models for all customers, raising concerns about the recoupment of AI investments and potentially impacting market sentiment towards the AI sector. The timing of the announcement suggests awareness of its market-moving potential.
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. https://www.anthropic.com/news/fable-mythos-access
So if the gov is going to curtail access to better models how will all of the investment that's pouring into AI get recouped? Interesting timing for this administration to pull this: 5:21PM on a Friday. They know that this could roil markets.