The reason is pretty obvious. Anthropic tried to play hardball with the government and now they are under their thumb for scrutiny of any and every little thing they do.

That's what this admin is known for. If you do even what a normal person would think is sane but they don't like it, well now they need to make you bow down and break you so you "learn your lesson".

It doesn't help that they themselves marketed this model as being especially dangerous in the publics hands. If this was just another model drop and none of the fear mongering I don't doubt this probably wouldn't have had any issues.

It is important to note this formula doesn't require understanding any subject.

People keep seeking logic where there is non. We have an internet full of theories assuming there is more to it.

I mean the logic is simple but people don't want to admit it, you must pay the vig if you want in on the action. Before this type of naked corruption would take the form of boardroom seats/book deals/speaking gigs after you leave office but now it's more open so others will take note.

It also helps if you bust a few kneecaps in the process to show what happens if you go astray.

>The reason is pretty obvious. Anthropic tried to play hardball with the government

that is one.

Another is who is going into the first IPO. Troubles for Anthropic IPO would channel all those money into OpenAI's one. Check financial interests of this admin. Hint - they aren't with Anthropic.

Third - most of the export and access controlled tech of the past wasn't productivity multiplier, nor human replacement. AI is a different case - the more capable AI the more its general economic benefit. Export and access control of AI allows you to more and more control the whole domestic and large part of global economy, not just military capabilities like in the past.

Political - coming into elections with "this evil new tech was coming after your jobs, yet we reigned it in and protected your jobs". After all such approach has been for decades working great when it comes to coalminers.

Note that specific bug-finding capabilities of a specific model is a red herring here, and other leading models are almost there, and definitely will be there in a month.

It is all about revenge, money and power.

Alternatively, this is the best advertising for which Anthropic could hope: "Our product, and nobody else's, is so good that the government declared us a threat to national security." If they bring it back for US-nationals only, maybe demanding ID for users, people will think it's the bees knees: "so dangerous that non-Americans can't have access" probably sounds like a ringing endorsement to some C-level decision makers.

Crowdstrike took down airports in July 2024, and its stock was back up by October; it's double the price now. Everyone saw how systemically important it was and how it took down entire industries, and they asked why they weren't using it themselves if it's so important. See also the 2025 cloud outages.

What good is advertising if they can't actually sell the product?

Customers (especially large ones) don't so much buy individual specific products, they buy into a company and its prospects. Customers don't want to chop and change. They want to lock in with the leader.

This whole thing shrieks out that Anthropic is at the head of the pack, with the most capable models.

It hardly matters in the customer's mind that today they can't buy this specific model.

The same customers that are barred by law from using antrhopic on any government contracts. If they get past that, they are then cant have any foreign workers use state of the art anthropic models. SOTA anthropic models also can work with working in any secure government clouds or with sensitive customer data due to retention policies.

It is hard to see being a new benefit for anthropic.

> Crowdstrike took down airports in July 2024, and its stock was back up by October; it's double the price now. Everyone saw how systemically important it was and how it took down entire industries, and they asked why they weren't using it themselves if it's so important. See also the 2025 cloud outages.

Truly, too big to fail. Capitalism is broken when companies aren't punished but rewarded for screwing up. What point do stock markets serve when bad behavior has no incentives at all to be prevented?!

Not even limitoto companies, if you prevent a problem you get fired because your work isn't visible, if you create a problem and then fix it you're a hero

meant to write: not even limited to companies

>Troubles for Anthropic IPO would channel all those money into OpenAI's one.

Troubles for Anthropic would almost certainly affect OpenAI, significantly. Yesterday just proved that the government sees it within their remit to shut down AI models. All current and future AI investment now has to contend with this risk. You should even see the effect of this decision on SPCX on market open despite X.ai being whatever tiny fraction that it is.

The administration is not known for taking into account second order effects.

The instantaneous instinct to strike an opponent when one can is not much more contemplated than that.

>> Another is who is going into the first IPO. Troubles for Anthropic IPO would channel all those money into OpenAI's one. Check financial interests of this admin. Hint - they aren't with Anthropic.

Yep. Kushner owns private shares of OpenAI.

> The reason is pretty obvious

I would argue the simple reason is that Amazon wanted to fsck Anthropic to set them back, despite whatever partnership they may claim. The competition at that level is intense and these guys do not play by the same rules that regular people do. They can't flat out murder each other (yet) so they find other ways to do it.

Why? Amazon makes tons of money serving Anthropic models through Bedrock and they seem to have basically given up on their own frontier models.

Previous administration was same way… intentionally not including Tesla in an EV summit

This is lacking any nuance. The CEO not being invited to a meaningless ceremony vs being designated a supply chain risk by the DoD and being forced to shut down your product. Use judgment.

It's astonishing how that summit sparkles the Tesla sowflakes. We gave them tens of billions of dollars in subsidies and a 100% tariff on the Chinese competition! Huge, substantive policy assistance! But Biden wanted to pal around with some union supporters and that's supposed to be some horrible slight? Please.

Elon didn't drop millions on the Trump campaign and throw a double Sieg Heil at the 2025 US presidential inauguration because Biden refused a photo-op. He did those things because he believes in them, because he believes the things he says on twitter. The EV summit thing is the least believable "you made me do it" excuse I've ever seen.

You'll notice the tariffs were helping legacy auto more than Tesla

Or that the tariffs were ham-fisted, arbitrary, and lacking in rational justifications. I’m not sure one can draw too many firm conclusions from that particular “policy”.

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> intentionally not including Tesla in an EV summit

this comparison is orders of magnitude different

Wasn't that a UAW summit about EVs? Tesla does not work with UAW, so they wouldn't appear at a UAW event.

Give me a break with this. You are not so thick as to think the two things are remotely comparable.