CNBC
16 Jun 2026, 15:44 UTC · 1h ago
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Anthropic disabled access to its Fable 5 and Mythos 5 models for all customers to comply with a U.S. government order banning foreign national access. — The sudden loss of access to flagship AI models represents a significant operational disruption and a restrictive regulatory blow to the company's utility.
-0.80Anthropic reportedly met with the Trump administration on Monday to discuss the model restrictions. — Direct engagement with regulators suggests a path toward resolution, potentially mitigating the long-term impact of the outage.
+0.40Prediction markets on Kalshi and Polymarket suggest a high probability (58% to 67%) that access to Fable 5 will be restored to U.S. customers by July 1. — Positive sentiment in prediction markets indicates investor confidence in a quick recovery, reducing the perceived duration of the risk.
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The U.S. Department of Defense previously labeled Anthropic a supply chain risk in March. — This establishes a pattern of friction between the company and the U.S. government, suggesting systemic regulatory headwinds.
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