It kills their entire Enterprise market which is a far bigger deal than just consumer KYC headaches

I don't think so, most of enterprise customers are US based companies. They will basically give Mythos to US citizens in R&D while others will use Opus. I hope this is not the actual intent.

How many entreprise customers that aren't in the defense sector currently have R&D departments entirely composed of US citizens?

And what does it mean for indirect access to the models, through say agents working off ticket systems.

The problem here is that the valuations of these AI companies was based on the fact that they'd keep improving models. A company that just serves the latest Opus isn't worth trillions.

You think Anthropic will ask all their enterprise customers to provide passports for all their employees and then setup individual Claude accounts for each and every employee to gatekeep access to Mythos? Because a plain ole api key no longer cuts it