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I don’t think the timing of Trump’s recent sabre-rattling at China is any coincidence

Yep, time to pay back those campaign contributions in the form of "chinese models embargo". USG has already shown more than willing to dabble in picking what AI companies can do what.

Actually its interesting, I wonder if the recent freezes on Fable/Mythos and GPT 5.6 where actually prepping so that a "chinese model not allowed" play would be more pallatable / excusable. But then again, that's attributing 4d chess to an admin that has been making rookie mistakes.

Have a strong feeling that Anthropic solicited the ban from Lutnick as part of their, “so powerful it’s a national security threat” marketing campaign.

Pretty evident as they kicked it off with self-imposed limits (“0days on every OS”) etc, OpenAI didn’t get the same treatment, and the ban was conveniently lifted as soon as they needed to compete.

It can be both — I’m sure the administration would like our stock market not to get ruined by foreign undermining of American AI research companies, and I’m equally sure Anthropic would like to achieve regulatory capture.

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