XAI rents out compute to anthropic. I feel like Sam Altman is behind this that little rat.

Considering he cornered future production of DRAM, I believe it!

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What makes that more likely than that people at the DoD are alarmed (with or without good justification) at Fable's capabilities plus finding a jailbreak (or what they interpret as a jailbreak while Anthropic seems to dispute the requests met the level Fable should refuse)?

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?