How is that going to help him? "Our models are so inferior they are not deemed a threat unlike anthropic's"?
I think it is either a missile directed at anthropic, as retribution for not giving the DoD what it wants, in which case it is likely to resolve pretty quickly. Or it is a shift of policy toward export restrictions on powerful LLM and then every model will be impacted as they reach the threshold. In which case this could have massive implications of revenues, valuations, and the whole datacenter buildout. And frankly on the location of the white collar workforce if it is indeed a productivity multiplier, all countries reciprocate, and not all countries can match the US LLMs.
And why would the EU allow exports of chip manufacturing equipment if the US then restricts the export of derivatives of those chips to the EU?
