I can't help but wonder if it's now obvious that frontier AI work should not happen in the US.
I can understand the KYC aspect of this, but at the same time, how can anyone trust US based AI after this? Maybe this is a continuation of the Pentagon feud, or it's revenge, or it's a KYC play. Either way, you've got a government willing to shut down companies sales over arbitrary reasons.
Ironically, I mostly have a subscription to Claude for work, which is primarily for US baed companies.