The statement said that even foreign nationals within the US would be barred. That seems intentionally unworkable to me, and makes me think that the intent was to be more restrictive/disruptive than even an export control. It is hard to tell what the internal discussions are, but given the last run-in between the administration and Anthropic, and given the administration's politicization of nearly everything, I think it's likely that this is not necessarily a long term across-the-board policy plan.

I agree that it's really hard to tell from the outside, but if I had to guess I think we still have more to worry about on the side of "Wall Street races to superintelligence" than on the side of "KYC for AI". I could be wrong though.