This just made any closed LLM a huge supply chain risk. Everybody was aware of this possibility, but now it actually happened. It's like having nuclear weapons vs. firing a nuclear weapon.

Especially outside the US customers are going to be very hesitant to keep adopting LLMs from US companies.

They've already been labeled a "supply chain risk". Probably not a good idea to upset the regulators more. Maybe tomorrow Opus will be declared too dangerous for the public.

It mainly shows that this is another US companies that cannot be trusted by anyone outside of the US because of the US government.

Cratering their user base outside of the US is hardly going to be good for their IPO.

Incorrect. Heavy government regulation means it is limited how they can sell this model and to whom.

It would be if it was rationally tied to the strength of the model. More likely, it’s simply the government deciding who can compete.

Is it now? From a company's point of view, does it really matter that some expensive tool is allegedly good or not if it's reliability/availability is poor and subject to completely arbitrary and unpredictable change?

It also signals that Anthropic is a bad choice if you need stable access to their product outside the US.

And they don't have to actually serve expensive model compute and this all goes away once they contribute to the right charitable organizations and patriotic causes funneling money to the right people.

This is quite clearly corporate capture of the white house by a competitor influencing policy, but it's hard to imagine something that plays more into anthropic's hand. They now own the model that was so good the US government made them shut it off.

it may be really good pr, but it's really bad for their IPO. If their market for future models is usa only, their potential revenue is cut by 50% at least. (and it's even worse because it means Europe, India, and China will all have companies making their own models that anthropic needs to stay ahead of)

Indeed, this affects way more than just Anthropic.

I think it's the opposite. Who would want to buy shares in a company that's been flagged as a supply chain risk?

"Our models are so good the government decides whether or you get access -- so you better not depend on them!"

“Not a commodity”

[dead]