With a strict ban of chips to China, Chinese companies will not have enough compute. Without enough compute, they are not going to be able to release new open weight models.

That means American companies will have to rely on Anthropic. And interestingly, Anthropic loves to tell users what they can or can not do, such as "The training of Fable 5.2 and Mythos 5.2 included measures to limit advances in a narrow set of capabilities that could most directly accelerate AI development, like accelerator kernel optimization".

Interesting times