Jun. 13 at 5:13 PM
💡 The US Government's @AnthropicAI Fable 5 worldwide freeze is a massive wake-up call. If not lifted soon, this will be an inflection point for the AI ecosystem.
Geopolitical risk will be priced in moving forward.
If AI companies cannot monetize their advanced models around the globe, it is not good. As more advanced models are released, governments will deem them a bigger risk. This is a big question mark here.
$GOOGL and
$AMZN just signed massive deals with them—this is a problem for them. Meanwhile,
$META’s open-source Llama ecosystem benefits.