The only reason I can see is because Amazon wanted something like this to happen. But I'm not sure what Amazon would gain from that, since they don't have their own competing frontier models.
My guess is that they liked the status quo with Project Glasswing and didn't want Fable to be public, especially if anyone is jailbreaking it into Mythos and using it for cyber
But then it backfired spectacularly and now it seems they can't use Mythos currently
This is either a complete own goal by Amazon… a play to consolidate compute/model access.
Will Chinese models be allowed on the market… at all? Will startups be banned from training models of equivalent capacity?
...Not to mention that they're investors in Anthropic.
Of course, Amazon wanted this to happen.
They own 20% of Anthropic.
Anthropic bleeds cash. They have to raise capital.
There are only 2 ways: an IPO or follow-ons from existing investors.
If the IPO gets delayed because of these restrictions, Anthropic will be forced to raise more capital from existing investors.
And existing investors (Amazon) will end up owning more of Anthropic at a cheaper valuation.