The Forbidden Model

The US government just gave Anthropic the largest free marketing campaign in the history of software. Almost nobody is pricing it as good news. $SKM.

The setup everyone is reading backwards

Here is what happened. The US government issued an export-control directive citing national security, suspending all foreign-national access to Anthropic’s two most advanced models, Fable 5 and Mythos 5. To stay compliant, Anthropic had to switch both off for every customer until it can ring-fence access. Every oth…