When the Trump administration cracks down on Anthropic, who benefits?
On the new episode of Equity, we discussed what actually prompted the administration’s latest moves against Anthropic, and what this might mean for the AI ecosystem.
As Sean put it, “Anthropic has not had the best relationship with the Trump administration in a way that stands apart from the other leading AI labs,” so perhaps Anthropic’s rivals don’t need to worry about a similar crackdown. But Rebecca also noted that leading cybersecurity experts have “signed an open letter to ask Trump to revoke the order, and they say it’s actually dangerous to have to pull these advanced cybersecurity capabilities from network defenders in the U.S.” And we wondered whether this could all end up being good publicity for Anthropic, especially since — in Rebecca’s words — “everybody loves a bad boy.” Keep reading for a preview of our conversation, edited for length and clarity. Rebecca: As I’m sure many of our listeners know, the U.S. government basically just forced Anthropic to pull its two newest models offline — Fable 5, and then there was also Mythos 5, which was the one that was available to current Mythos users, [whereas] Fable 5 was more available to the public. They sent a letter [last] Friday that cited “national security concerns.” No one knows what those concerns are. That report has not been made public, they gave no specifics and told [Anthropic] that they had to ensure that those models couldn’t be used by any foreign nationals. So Anthropic was like, “Okay, I guess we have to just pull the models entirely, because we don’t know when someone’s a foreign national. A lot of our own employees are foreigners.” But really, [reports said] the White House got tipped off to this because of some Amazon researchers that allegedly found a way to bypass Fable 5’s guardrails. Amazon CEO Andy Jassy raised these concerns with the White House, and it just kind of spiraled from there. Sean: This all moved really fast, especially for a Friday afternoon into a weekend. And it’s at the same time that the administration was ostensibly trying to negotiate some sort of treaty for the war that it started in Iran. Rebecca: Friday evening for us in New York. They love a distraction. Sean: Let’s step real far back for a moment. Anthropic has not had the best relationship with the Trump administration in a way that stands apart from the other leading AI labs — I think there’s an element, at least, of that playing here.
