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The US government has blocked the release of Anthropic Mythos, and is slow walking the release of openAI GPT5.6 to individual customers (enterprises probably) approved by the government one by one This means Chinese open source open weight models are going to catch up to parity with legacy GPT5.5 and Opus 4.8 and even slightly surpass them in 3-6 months to global retail and enterprises outside of hand selected American companies close to the administration This means we are going …
— ORIGINAL POST ·
USG blocking frontier models - and the impact on compute revenue being surprisingly positive? My thesis:
· r/stocks
· Jun 26, 2026