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If I had decision input at Anthropic I'd be giving serious consideration to reincorporating in the EU or Japan, and also doubling or tripling my personal legal and security budget.
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They’ll go after their bank accounts and their financing, in effect killing them outright, no matter from where they’d be headquartered (other than China or Russia, that is). Also, EU and Japan would not risk their nuclear umbrella protection in order to defend the interest of an US company that is fighting the US Government, not in a million years.
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France doesn't even have a nuclear triad in place, and last time they offered any big assurances at the international level Munich '38 happened and then June '40. Macron and the people running the French State are well aware of this, no matter their public statements.
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I fail to see how the inane failures brought by a dysfunctional IVth Republic are in any way relevant to the post-WW2 world order where both nuclear weapons and the EU began to exist, and in which France has been extremely relevant multiple times over, both geopolitically and on operational theatres.

The importance of the land component of the triad is vastly overstated, simply do not make sense at the landmass size of France, and only matters when your doctrine is USA vs USSR cold-war era complete retaliatory annihilation anyway.

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Well look at it this way. Europe wants to ramp up on defense given Putin and Trump's moves, so having a big AI company they can keep close probably fits into that.

Unless you are saying Europe is basically submissive to the US due to the nuclear situation.

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Anthropic have a pretty progressive corporate governance structure, so there is a good argument that they will stay true to their principles. However, this will likely be the biggest test for how strong that governance structure is up to now.
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There is one tiny problem in your assessment. That statement was written by the employees of Google and OpenAI, in solidarity with their counterparts at Anthropic. It doesn't really matter what Anthropic does. We're doomed! (cue the dramatic music!)
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