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The AI race, interrupted
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The Trump administration can't decide if beating China or punishing Anthropic is the priority
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<div>
Tuesday, June 23, 2026
</div>
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<span style="font-family:Arial,Helvetica,sans-serif;font-size:24px;color:#000000">
The Trump administration can't decide if beating China or punishing Anthropic is the priority
</span>
</h2>
</td>
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<div>
Chip Somodevilla/Getty Images
</div>
</td>
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<div>
<span style="color:#000000;background-color:#FFFFFF">
The most powerful AI in the world was available for a few days. Maybe you got to try it. Most people didn't, and now, thanks to the U.S. government, nobody
can.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
Earlier this month, the Trump administration issued an export control order forcing Anthropic to take its two most powerful AI models, Fable 5 and Mythos 5, offline for all users. The official reason was a potential security vulnerability that could allow someone to bypass the models' safety guardrails.
</span>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
<span class="ql-cursor">
</span>
</span>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
So now American companies, researchers, and regular subscribers have all lost access to what many observers described as a significant advance in AI capability, even as Anthropic scrambles to smooth over the latest drama in an
</span>
<a data-linktext="already dramatic year for Anthropic" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
already dramatic year for
Anthropic
</a>
<span style="color:#000000;background-color:#FFFFFF">
.
</span>
</div>
</td>
</tr>
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<td class="snippet td100" colspan="6" style="width:100%;position:static;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000">
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<div>
SPONSORED
</div>
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<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;color:#000000;font-weight:bold">
One Shark Missed Billions… Another Saw This Coming
</h2>
</td>
</tr>
<tr class="trpad20" style="background-color:#E9F2F9">
<td class="editor-cell-text td100" colspan="6" style="line-height:1.5;width:100%;background-color:#E9F2F9;padding:20px;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000;mso-line-height-rule:exactly">
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Imagine
turning down Uber at a valuation of $10 million, only to watch it go public at over $80 billion.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
That’s exactly what happened to Mark Cuban… a 799,900% return, gone.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
But original Shark Tank investor Kevin Harrington built his career doing the opposite: spotting asymmetric opportunities before they go
mainstream.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Like Uber turned vehicles into income-generating assets, Mode Mobile is
</span>
<strong style="font-size:15px;color:var(=-blue-cta-default);background-color:rgba(0,0,0,0)">
<a data-linktext="turning smartphones into income streams." data-linktype="Normal" style="color:var(=-blue-cta-default)" target="_blank">
turning smartphones into income streams.
</a>
</strong>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
They were named the #1
</span>
<a data-linktext="fastest-growing software company" data-linktype="Normal" style="color:var(=-blue-cta-default);font-size:15px;background-color:rgba(0,0,0,0)" target="_blank">
fastest-growing software company
</a>
<span style="color:#000000;font-size:15px;background-color:rgba(0,0,0,0)">
by Deloitte and have already helped their users earn and save over $1B.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Kevin Harrington invested early.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
And at just $0.52/share, you can still
get in before their potential IPO.
</span>
</div>
</td>
</tr>
<tr style="background-color:#E9F2F9">
<td class="td100" colspan="6" style="width:100%;background-color:#E9F2F9;vertical-align:middle;text-align:center;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000">
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<td align="center" bgcolor="#105C8E" style="text-align:center;-webkit-border-radius:6px;-moz-border-radius:6px;border-radius:6px;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000">
<!--[if !mso]><!-->
<a style="-webkit-border-radius: 6px; -moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 18px; font-weight: bold; border: none; display: block; ">
Early investors can earn up to 20% bonus shares.
</a>
<!--<![endif]-->
<!--[if mso]><a href="https://www.ne16.com/t/10903857/226393605/9805831/4/1009504/?x=8c081d65" target="_blank" style="-webkit-border-radius: 6px;
-moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 18px; font-weight: bold; border: none; display: block; ">Early investors can earn up to 20% bonus shares.</a><![endif]-->
</td>
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</tbody>
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</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
</td>
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</tbody>
</table>
</td>
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<div style="font-size: 10px">
<span style="color:#6C6B6B">
Potential Uber return for Marc Cuban does not take into account dilution.
</span>
</div>
<div style="font-size: 10px">
<br/>
</div>
<div style="font-size: 10px">
<span style="color:#6C6B6B">
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their
fiscal-year revenue growth percentage over a three-year period in 2023.
</span>
</div>
<div style="font-size: 10px">
<br/>
</div>
<div style="font-size: 10px">
<span style="color:#6C6B6B">
Please read the offering circular at invest.modemobile.com. This is a paid advertisement for Mode Mobile’s Regulation A Offering.
</span>
</div>
</td>
</tr>
<tr style="background-color:#E9F2F9">
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<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;color:#000000;font-weight:bold">
<span style="color:#000000;background-color:#FFFFFF">
What actually happened
</span>
</h2>
<div>
<span style="color:#000000;background-color:#FFFFFF">
The sequence of events is still disputed. Researchers at Amazon, which is both an investor in and a major computing partner to Anthropic, reportedly alerted the Trump administration to a potential jailbreak of Fable 5. The White House gave Anthropic roughly 90 minutes to take the model down.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
When the company didn't comply
fast enough, officials issued an export control, a trade restriction that bars foreign nationals from accessing the technology. Because so many Anthropic employees, like those at most frontier AI labs, are not U.S. citizens, the company had little choice but to pull the models for everyone.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
Anthropic
</span>
<a data-linktext="disputed the White House’s reasoning" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
disputed the White House’s reasoning
</a>
<span style="color:#000000;background-color:#FFFFFF">
, saying the actions the jailbreak potentials were either entirely benign or minor vulnerabilities that other publicly available models could identify just as easily.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
Cybersecurity experts who reviewed the reported jailbreak were underwhelmed. Independent analysts
</span>
<a data-linktext="found the vulnerability amounted" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
found the vulnerability amounted
</a>
<span style="color:#000000;background-color:#FFFFFF">
to a security researcher asking Fable to fix deliberately insecure code, which is more or less what the model was designed to do. OpenAI's GPT-5.5, which faces no such restrictions, has similar capabilities.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
More than 100 cybersecurity professionals from universities including MIT and companies like Zoom
</span>
<a data-linktext="signed an open letter" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
signed an open letter
</a>
<span style="color:#000000;background-color:#FFFFFF">
arguing that the export control removed the best tools from defenders without meaningfully reducing
risk.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
Anthropic did not exactly help itself here. The company spent months describing
</span>
<a data-linktext="Mythos as too dangerous to release" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
Mythos as too dangerous to release
</a>
<span style="color:#000000;background-color:#FFFFFF">
, then put out a version of it with guardrails
two months later. That strategy, meant to signal responsibility, may have instead handed critics a ready-made argument.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
"One reaps what one sows," AI researcher Yann LeCun
</span>
<a data-linktext="wrote on social media" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
wrote on social media
</a>
<span style="color:#000000;background-color:#FFFFFF">
after
the export control was announced. The company insisted the guardrails were robust but having loudly declared your own technology capable of serious harm, it becomes harder to argue later that the government is overreacting to a security concern.
</span>
</div>
</td>
</tr>
<tr>
<td class="td100" colspan="6" height="24" style="width:100%;height:24px;font-size:1px;vertical-align:top;font-family:Arial,Helvetica,sans-serif;color:#000000">
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<div>
SPONSORED
</div>
</td>
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<tr>
<td align="left" class="editor-cell-image td100" colspan="6" style="width:100%;text-align:left;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000">
<a aria-label="" style="color:#168DD9" target="_blank" title="">
<img alt="" class="img100" data-linktype="Normal" data-target="_blank" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Feditor.ne16.com%252Fquartz-prod%252F051526-mode-unicorn.jpg/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZlZGl0b3IubmUxNiIsInRpbWUiOjE3ODIyMzA2MTAuODgzNDA0fQ:1wc3b0:RAogJFpX4w8C8nuHltu-HrljJe3hhRZWSVWv9Bzpo3k" style="width:600px;max-height:491px;vertical-align:middle;border:0" width="600"/>
</a>
</td>
</tr>
<tr class="trpad20" style="background-color:#E9F2F9">
<td class="editor-cell-text td100" colspan="6" style="padding:10px 20px;font-family:Arial,Helvetica,sans-serif;color:#168DD9;line-height:1.5;width:100%;background-color:#E9F2F9;vertical-align:top;font-size:12px;mso-line-height-rule:exactly">
<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;color:#000000;font-weight:bold">
The Next Breakout Might Be in Your Pocket
</h2>
</td>
</tr>
<tr class="trpad20" style="background-color:#E9F2F9">
<td class="editor-cell-text td100" colspan="6" style="line-height:1.5;width:100%;background-color:#E9F2F9;padding:20px;vertical-align:top;font-family:Arial,Helvetica,sans-serif;font-size:12px;color:#000000;mso-line-height-rule:exactly">
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Everyone’s hunting for the next Unicorn.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
The type of “category disruptor” that grows fast and turns early believers into big
winners.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
59,000+ investors think that
</span>
<a data-linktext="Mode Mobile" data-linktype="Normal" style="color:var(=-blue-cta-default);font-size:15px;background-color:rgba(0,0,0,0)" target="_blank">
Mode Mobile
</a>
<span style="color:#000000;font-size:15px;background-color:rgba(0,0,0,0)">
could be one of those rare finds.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Americans spend 4 ½ hours on their phones daily, and Mode Mobile is monetizing that screentime. With
</span>
<a data-linktext="$1B+ earned
by over 490M customers" data-linktype="Normal" style="color:var(=-blue-cta-default);font-size:15px;background-color:rgba(0,0,0,0)" target="_blank">
$1B+ earned by over 490M customers
</a>
<span style="color:#000000;font-size:15px;background-color:rgba(0,0,0,0)">
and 32,481% revenue growth, Mode’s EarnPhone is turning smartphones into income generating assets.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Their previous raises sold out, and the company is now offering pre-IPO shares at $0.52/share with up to 20% bonus,
exclusive to early investors.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="font-size:15px;color:#000000;background-color:rgba(0,0,0,0)">
Being early is everything, and this window is still open.
</span>
</div>
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Grab your pre-IPO shares at $0.52.
</a>
<!--<![endif]-->
<!--[if mso]><a href="https://www.ne16.com/t/10903857/226393605/9854504/4/1009504/?x=754500fe" target="_blank" style="-webkit-border-radius: 6px;
-moz-border-radius: 6px; border-radius: 6px; color: #FFFFFF; text-decoration: none; font-family: Arial; font-size: 18px; font-weight: bold; border: none; display: block; ">Grab your pre-IPO shares at $0.52.</a><![endif]-->
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<div style="font-size: 10px">
<span style="color:#6C6B6B">
Please read the
</span>
<a data-linktext="offering circular" data-linktype="Normal" style="color:var(=-blue-cta-default)" target="_blank">
offering circular
</a>
<span style="color:#6C6B6B">
and related risks at
</span>
<a data-linktext="invest.modemobile.com" data-linktype="Normal" style="color:var(=-blue-cta-default)" target="_blank">
invest.modemobile.com
</a>
<span style="color:#6C6B6B">
. This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.
</span>
</div>
<div style="font-size: 10px">
<br/>
</div>
<div style="font-size: 10px">
<span style="color:#6C6B6B">
Mode Mobile recently received their ticker
reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
</span>
</div>
<div style="font-size: 10px">
<br/>
</div>
<div style="font-size: 10px">
<span style="color:#6C6B6B">
The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
<span class="ql-cursor">
</span>
</span>
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<h2 style="mso-line-height-rule:exactly;Margin:0;font-family:Arial;font-size:20px;color:#000000;font-weight:bold">
<span style="color:#000000;background-color:#FFFFFF">
Tails I win, heads you lose
</span>
</h2>
<div>
<span style="color:#000000;background-color:#FFFFFF">
The government's response, however, has its own credibility problem. While Anthropic's models are offline, the
</span>
<a data-linktext="DOJ is actively defending xAI" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
DOJ is actively defending xAI
</a>
<span style="color:#000000;background-color:#FFFFFF">
in court against a lawsuit over
unpermitted gas turbines at its Mississippi data center, arguing that Grok, which has never been considered a top-tier model, is vital to military operations.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
That favoritism is also hard to square with the administration's own recent policy moves. At the beginning of June, Trump
</span>
<a data-linktext="signed an executive order" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
signed an executive order
</a>
<span style="color:#000000;background-color:#FFFFFF">
asking AI companies to voluntarily submit new models for government review before release, a framework Anthropic publicly supported.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
The administration scrapped an earlier version of that same order, partly over concerns it would slow development and hurt competitiveness with China. Now it has done what that order
was designed to avoid, pulling a model from the market with no clear process, no timeline, and no public accounting of the evidence.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
The White House has tangled with Anthropic before. In February, the Pentagon
</span>
<a data-linktext="labeled the company a supply chain
risk" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
labeled the company a supply chain risk
</a>
<span style="color:#000000;background-color:#FFFFFF">
after a dispute over a Defense Department contract, a designation that legal experts said lacks a clear legal basis and may be illegal. That didn’t stop Defense Secretary Pete Hegseth from
</span>
<a data-linktext="celebrating the export control" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
celebrating the export
control
</a>
<span style="color:#000000;background-color:#FFFFFF">
on social media this month. Meanwhile, the NSA has reportedly
</span>
<a data-linktext="sought exceptions to use Mythos" data-linktype="Normal" style="color:#168DD9;background-color:#FFFFFF" target="_blank">
sought exceptions to use Mythos
</a>
<span style="color:#000000;background-color:#FFFFFF">
for its own cyber operations.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
Senior Anthropic staff is in Washington meeting with White House officials, and both sides said they want to resolve the dispute. Whether they can may depend less on the technical details of the jailbreak and more on the political dynamic between a safety-focused AI lab that has never been shy about disagreeing with the government and an administration that has shown little tolerance for that posture.
</span>
</div>
<div>
<br/>
</div>
<div>
<span style="color:#000000;background-color:#FFFFFF">
—Jackie Snow,
Contributing Editor
</span>
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2 days, 21 hours ago - ai-tech@e.qz.com
The Trump administration can't decide if beating China or punishing Anthropic is the priority V...