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I think it is either a missile directed at anthropic, as retribution for not giving the DoD what it wants, in which case it is likely to resolve pretty quickly. Or it is a shift of policy toward export restrictions on powerful LLM and then every model will be impacted as they reach the threshold. In which case this could have massive implications of revenues, valuations, and the whole datacenter buildout. And frankly on the location of the white collar workforce if it is indeed a productivity multiplier, all countries reciprocate, and not all countries can match the US LLMs.
And why would the EU allow exports of chip manufacturing equipment if the US then restricts the export of derivatives of those chips to the EU?
Do you honestly think that this - logic and reason - is going to stop anyone from hyping whatever nonsense he comes up with to the moon and back anyway? Right after the SpaceX IPO of all things?
the first one to do IPO will win big. With the government pressing Anthropic, OpenAI IPO will vacuum up the funds that otherwise would have went into Anthropic IPO as OpenAI was falling behind.
>and the whole datacenter buildout.
somebody just did a $2T IPO with the idea of datacenters in space. One can wonder what laws/jurisdiction those datacenters will be subject to.