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 :)
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"
> 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.