Yep. Kushner owns private shares of OpenAI.
Crowdstrike took down airports in July 2024, and its stock was back up by October; it's double the price now. Everyone saw how systemically important it was and how it took down entire industries, and they asked why they weren't using it themselves if it's so important. See also the 2025 cloud outages.
This whole thing shrieks out that Anthropic is at the head of the pack, with the most capable models.
It hardly matters in the customer's mind that today they can't buy this specific model.
It is hard to see being a new benefit for anthropic.
Truly, too big to fail. Capitalism is broken when companies aren't punished but rewarded for screwing up. What point do stock markets serve when bad behavior has no incentives at all to be prevented?!
Troubles for Anthropic would almost certainly affect OpenAI, significantly. Yesterday just proved that the government sees it within their remit to shut down AI models. All current and future AI investment now has to contend with this risk. You should even see the effect of this decision on SPCX on market open despite X.ai being whatever tiny fraction that it is.
that is one.
Another is who is going into the first IPO. Troubles for Anthropic IPO would channel all those money into OpenAI's one. Check financial interests of this admin. Hint - they aren't with Anthropic.
Third - most of the export and access controlled tech of the past wasn't productivity multiplier, nor human replacement. AI is a different case - the more capable AI the more its general economic benefit. Export and access control of AI allows you to more and more control the whole domestic and large part of global economy, not just military capabilities like in the past.
Note that specific bug-finding capabilities of a specific model is a red herring here. Other leading models are almost there, and definitely will be there in a month.