The US banned Anthropic's Fable 5 release, but the numbers don't seem to care

You know, I, I've been talking for the last couple weeks about how much I wanna see the risk factors in the Anthropic IPO.

Now I'm really interested in seeing-

[laughs]

... what they're gonna look like based on what happened on Friday.

And, uh, I mean, the short version is that we got a new, new features and a new sort of public-facing version of Mythos from Anthropic called Fable 5 just about two weeks ago, and then all of a sudden on Friday we no longer have it.

[laughs] If you, if you use Claude at all, you know that, [laughs] that it is not available.

They make it abundantly clear.

Uh, I know there's a lot going on here, Rebecca.

I'm hoping, uh, you can sort of briefly tell us what's co- [laughs] what's happening.

Well, I mean, as I'm sure many of our listeners know, the, the US government basically just forced Anthropic to pull its two newest models offline, Fable 5, and then there was also Mythos-5, which was the one that's, uh...

It was available to current Mythos users, right? So Fable 5 was more available to the public.

So they sent a letter on Friday that cited, quote, "national security concerns." No one knows what those concerns are.

That report has not been made public.

They gave no specifics.

Um, and told them that they had to, uh, essentially ensure that those models couldn't be used by any foreign national.

So Anthropic was like, "Okay, I guess we have to just pull the models entirely because we don't know when someone's a foreign national.

Like, a lot of our own employees are foreigners," so it became a problem.

But really the stem of it came from the White House got, like, tipped off to this because of, uh, some Amazon researchers that allegedly found a way to bypass Fable 5's guardrails.

Amazon CEO Andy Jassy sh- raised these concerns with the White House, and it just kinda spiraled from there.

This all moved really fast, especially for a Friday [laughs] afternoon into a weekend.

[laughs]

And it's at the same time that the-

Friday evening for us in New York.

[laughs]

Yeah, yeah.

You know, I, I've been talking for the last couple weeks about how much I wanna see the risk factors in the Anthropic IPO.

Now I'm really interested in seeing-

[laughs]

... what they're gonna look like based on what happened on Friday.

And, uh, I mean, the short version is that we got a new, new features and a new sort of public-facing version of Mythos from Anthropic called Fable 5 just about two weeks ago, and then all of a sudden on Friday we no longer have it.

[laughs] If you, if you use Claude at all, you know that, [laughs] that it is not available.

They make it abundantly clear.

Uh, I know there's a lot going on here, Rebecca.

I'm hoping, uh, you can sort of briefly tell us what's co- [laughs] what's happening.

Well, I mean, as I'm sure many of our listeners know, the, the US government basically just forced Anthropic to pull its two newest models offline, Fable 5, and then there was also Mythos-5, which was the one that's, uh...

It was available to current Mythos users, right? So Fable 5 was more available to the public.

So they sent a letter on Friday that cited, quote, "national security concerns." No one knows what those concerns are.

That report has not been made public.

They gave no specifics.

Um, and told them that they had to, uh, essentially ensure that those models couldn't be used by any foreign national.

So Anthropic was like, "Okay, I guess we have to just pull the models entirely because we don't know when someone's a foreign national.

Like, a lot of our own employees are foreigners," so it became a problem.

But really the stem of it came from the White House got, like, tipped off to this because of, uh, some Amazon researchers that allegedly found a way to bypass Fable 5's guardrails.

Amazon CEO Andy Jassy sh- raised these concerns with the White House, and it just kinda spiraled from there.

This all moved really fast, especially for a Friday [laughs] afternoon into a weekend.

[laughs]

And it's at the same time that the-

Friday evening for us in New York.

[laughs]

Yeah, yeah.