US Government Suddenly Halts Anthropic's Strongest Model, "Quasi-IPO Stock Price" Plunges 3.7% Overnight
U.S. Government Halts Anthropic's Top AI Models, 'Pre-IPO' Price Drops 3.7%
On June 12, the U.S. government ordered Anthropic to shut down access to its two most powerful AI models, Claude Fable 5 and Claude Mythos 5, citing national security concerns. The directive, issued by the Department of Commerce, required Anthropic to block access for all foreign nationals, leading the company to disable the models globally for all users. Anthropic strongly opposed the move, arguing the government's basis was a "narrow jailbreak vulnerability" and warning that applying such a standard industry-wide would effectively halt all frontier model deployments.
The news impacted Anthropic's implied valuation in speculative markets. The Anthropic perpetual contract on Hyperliquid fell approximately 3.7% to around $1,627, down from highs above $1,800 following the models' release. Unauthorized tokenized products linked to Anthropic on Solana also saw significant declines.
The models, launched just days earlier on June 9, represented a major capability leap for Anthropic. Fable 5 was its first public release of a "Mythos"-tier model above its flagship Claude Opus. The shutdown creates an ironic situation for Anthropic, a company founded on "AI safety" principles, and adds uncertainty to its ongoing IPO preparations. The company is actively engaging with regulators to resolve what it calls a "misunderstanding" and restore service.
marsbit06/15 02:31
