Anthropic's Mythos moment earned them a two week period where they had the best available model and couldn't sell access to it... and by the time the US government allowed them to sell it again OpenAI had released GPT-5.6 and Fable was no longer undeniably the best model.

These things don't have a long shelf life. Losing two weeks of on-sale time for your best model is bad for business.

> is bad for business

A fundamental misalignment in US capitalism is putting the business and revenue as the #1 priority far above all other aspects in society. They have good margins and the Chinese are doing the same on the cheap by comparison. US Big AI can afford to bear more of the burden.