[jijji]

it all looks suspicious:

  - June 1st 2026: Anthropic files S-1 paperwork with SEC to get ready for IPO

  - June 2nd 2026: Anthropic annouces expanding "Project Glasswing" to let people use their new model to enhance security of existing systems

  - June 9th 2026: Anthropic releases Mythos model

  - June 12th 2026: Model gets export regulations placed on it by US Gov

  - June 26th 2026: US gov announces they will let some companies use new model

  - August 2026: Anthropic goes IPO

The timing of all of this just seems to be a play to pump the stock. The reality is that in six months GLM-5.3 will be released open source with comparable functionality to their Mythos model. They are trying to cash in before that happens.

I would not be surprised if the US government, the people pulling the strings who actually put the export announcements onto Anthropic, actually have purchased stock in the company to artificially pump up the stock, I would bet money on it.

[no-name-here]

Anthropic losing their ability to release new models to most customers (and thereby revenue, and thereby ability to train new models) makes you think investors will value it more highly than if they could release new models to everyone who wanted to pay them?

[rf15]

Since training/inference/datacenters are a money sink (as you can read in any financial insights of anthropic, openai, etc.) having more customers might actually be detrimental.

Just look at the consumer side: the current attitude of most people is they'd rather not pay the actual cost of the LLM they're using. Therefore the big money is probably in an IPO by boosting your product to be so unfathomably potent, it must be ridiculously valuable to own and control.

It also helps to pretend it's actually too dangerous for the general public: high-paying government contracts only please.

[no-name-here]

> having more customers might actually be detrimental

That could only be true if serving inference to customers was the least profitable part of the business, and that the training side of the business was the more profitable side of the business? Otherwise unless their huge fixed training costs get cheaper if they lose customers, it's only going to be worse?

[IshKebab]

Nah I spoke to a security researcher who still has access to Mythos. He says it is significantly better than their earlier models for security research. Based on my one-day use of Fable that was also a noticeable step up for coding.

There's absolutely no way Anthropic engineered this to bump their IPO price. That's lunatic conspiracy theory territory.

> I would not be surprised if the US government, the people pulling the strings who actually put the export announcements onto Anthropic, actually have purchased stock in the company to artificially pump up the stock, I would bet money on it.

The same US government that labelled Anthropic as a supply chain risk? This is the most ridiculous idea I've heard all week.