it may be really good pr, but it's really bad for their IPO. If their market for future models is usa only, their potential revenue is cut by 50% at least. (and it's even worse because it means Europe, India, and China will all have companies making their own models that anthropic needs to stay ahead of)

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klardotsh 4 hours ago | parent [-]

Another sibling thread already called this out, but mentioning here: it's not "USA only", it's "US citizens only" (and I'm not entirely sure how dual-citizenship interacts with this, but I assume you can't sell to them, either, since they are by definition also foreign nationals). A private company only being able to do business with folks they can verify are solely US citizens (who themselves are also willing to submit verification of said citizenship to a private company), has a relatively small pool of potential users.

And so if this policy holds, Anthropic has functionally had Fable killed by government intervention, and in a logically consistent world, this would imply all other US-based AI labs may also never exceed existing (read: Opus) capabilities.

What interesting times we live in, indeed.

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STELLANOVA 3 hours ago | parent | next [-]

Regarding the dual-citizenship, you are wrong to assume that. To US government you are US citizen and that is all that matters, even if you have 5 different citizenships government and justice system don't care, you need to follow the US laws and can't cherry pick what you want. Regarding users, for any of this big 3 (Alphabet, Anthropic, OpenAI) only important customers are enterprises, not individual users.

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drevil-v2 2 hours ago | parent | prev [-]

It kills their entire Enterprise market which is a far bigger deal than just consumer KYC headaches

	▲	STELLANOVA an hour ago \| parent [-]
		I don't think so, most of enterprise customers are US based companies. They will basically give Mythos to US citizens in R&D while others will use Opus. I hope this is not the actual intent.