
The White House sidelined Anthropic's new models over security risks, forcing an export ban that now pits the company's safety warnings against its business ambitions.
Anthropic has warned for years that frontier AI needs guardrails. Last week, those guardrails hit the company's own bottom line.
The White House sidelined Anthropic's newest models over security risks. The clampdown, which BI and Politico detailed over the weekend, forced Anthropic to disable Fable 5 and Mythos for all users on June 12 after an executive order barred foreign entities from accessing them. The models are now locked behind an export ban that Trump officials met with Anthropic on June 15 to discuss resolving.
This is the clearest case yet of the tension at the core of the AI industry. The people most qualified to flag the dangers of advanced AI are also the ones building it. Anthropic's CEO Dario Amodei published a 19,000-word warning in January about the "serious civilizational challenge" ahead. Four months later, the company was scrambling to contain the fallout when the government took his warnings seriously.
Anthropic weakened its foundational safety commitments in February, amid competition from rivals. The DoD labeled Anthropic a supply chain risk that same month over a dispute about how the military could use its models. By June, the company was calling for a coordinated slowdown among frontier AI labs – and simultaneously filing a confidential S-1 for its IPO.
The Mythos episode exposes the difficulty of the position these companies hold. Anthropic argues its models are too powerful for open release – Amodei says policy moves "very slowly" while AI moves at "lightning pace." But the government's response, when it came, was swift and blunt. Slowing innovation risks falling behind. Acting on the warnings risks kneecapping a domestic champion.
Nobody wants to be the first to decide what "safe enough" means. The trade-off is not theory anymore. It's playing out in real time across a locked API and a delayed IPO.
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