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.

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 They fell into an outdated bracket of computing power exports limits.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.

This is signaling to non-US companies that Anthropic cannot provide reliable access to their models.

> 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)

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.

I see what you mean, though ITAR restricted software has been around for decades. It classifies some software as "munitions" :)

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.

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.

> Anthropic got the most rewarding hype ever in the history of mankind.

Nah, SpaceX just IPO'd.

It’s a marketing stunt, I’m calling it and Anthropic will “fix” it very soon

“Banned in Boston”