POLICY Anthropic-US standoff needs an adult in the room Anthropic and the US government are in another standoff. But the subtext of the conflict is where the most powerful insights linger. On Friday, the Commerce Department imposed an export control on Anthropic’s latest Fable 5 and Mythos 5 models. The government cited cybersecurity national and security concerns as the primary reason for the export-control directive, which requires Anthropic to restrict access to its two new models for all foreign nationals, whether outside of the US or inside. That includes foreign nationals employed by Anthropic, such as recent hire Andrej Karparthy. Since the directive went into effect on Friday, there has been a lot of finger-pointing, speculation, and reports flying back and forth about how and why this happened. Rather than trying to sort out fact-from-fiction on that, let’s look at the powerful subtexts that are emerging: Diplomacy is a lost art: The current US administration is well-known for using overreactions as negotiating tactics. Meanwhile, Anthropic has shown itself to be unwavering in its insistence on safety principles defined by its team. The combination keeps resulting in dust-ups between the two. In the best of times, deft diplomacy is needed to navigate issues that are as high stakes as the challenges emerging from AI. So far, it’s unclear whether the White House or Anthropic are up to the task. Anthropic is clearly brand-building: I believe that Anthropic is as mission-driven as it expresses itself to be. And yet, it’s also very clear that Anthropic is building a brand around being the safe AI company you can trust. Its messaging around the dangers of Mythos were over-the-top at times. But Anthropic knows that LLMs are rapidly commoditizing and it’s going to soon become a $1 trillion public company. Powerful models alone won’t supercharge its growth, but becoming the most trusted name in AI could. The enterprise cybersecurity reckoning is here: For decades, many enterprise IT departments have lived in fear that they were one exploit away from an embarrassing security incident. They all knew that they weren’t keeping up with the game of whack-a-mole that is cybersecurity. But obfuscation was their one comfort: the fact that most attackers would never find the vulnerabilities. Mythos and Fable give even low-level attackers the ability to wreak havoc. That’s at the heart of this fight. It’s not Anthropic’s fault that enterprise IT security is in such a bad place that the latest AI models are now ready to penetrate the defenses and potentially cause billions of dollars in damage. But it’s true that Anthropic and other AI labs will be blamed if and when it happens. That’s why we need more serious conversations and less posturing and brand-building. You don’t always get credit for acting like the adult in the room. It’s not flashy and it doesn’t get retweets and YouTube clips. But it does build long-term trust. We’re in one of those moments where we’re in desperate need of that kind of leadership. |
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It’s not Anthropic’s fault that enterprise IT security is in such a bad place that the latest AI models are now ready to penetrate the defenses and potentially cause billions of dollars in damage. But it’s true that Anthropic and other AI labs will be blamed if and when it happens. That’s why we need more serious conversations and less posturing and brand-building. You don’t always get credit for acting like the adult in the room. It’s not flashy and it doesn’t get retweets and YouTube clips. But it does build long-term trust. We’re in one of those moments where we’re in desperate need of that kind of leadership.