I feel like this is part of the “negotiation” between the US Gov (Trump) and Anthropic and other labs for an equity stake. “If we have a seat at the table, and a confederate engineering team embedded, then we can ensure you won’t let nefarious actors use the models.” Either that or a temporary gate on Anthropic to benefit other labs (think maybe SpaceX started trading today).

Everyone outside of the USA today who is using US models in their products are worried that this is the first but not the last time this will happen.

Further the SpaceX IPO was on revenues from AI data centers. This might be a problem.