Are there AI models so dangerous that the government must stop them, or is the government’s ban itself creating the best possible advertisement?
You’ve surely heard how the US blocked the “release” of two of Anthropic’s newest AI models because, as claimed, they are “too dangerous.” What’s your first thought on hearing that? Intrigue? Fear? You’d probably like to know more about it. What exactly is hiding “under the hood” of the models named Fable 5 and Mythos 5?
Because if the government is “blocking” them, they must truly be unprecedentedly powerful, real “wonders” of artificial intelligence that will push even ChatGPT into the shadows and oblivion, right? But what if the story is much more unpleasant than it sounds at first — what if the American government itself has started engaging in hype-creation? In that scenario, this isn’t a story about “dangerous AI models,” this is a story about a bet on AI supremacy, on the creation of a new military-industrial complex.
Because the episode around Fable 5 and Mythos 5 reveals much more than a technical dispute between a company and the Department of Commerce. It shows a new form of American industrial policy, shaped around artificial intelligence as a strategic commodity, a financial promise, and a national-security argument. Let’s look at it this way — when the government first stops export and access to the model, then allows limited use for select organizations, and then shortly after lifts restrictions following talks with the company, we get a picture of a system in which regulation, market interest, and political dramaturgy move in the same direction.
Of course, the companies themselves greatly assist that dramaturgy.
A brief reminder. Anthropic, according to available information, had to suspend access to its most advanced models after the US authorities decided to treat them as a “potential security risk.” Fable 5 was conceived as a model for broader public use, while Mythos 5 carries a more sensitive function because it uses the same underlying technology with looser safeguards. But it is precisely this distinction that opens space for political spectacle. A model powerful enough for the government to temporarily block it immediately gains an aura of strategic value. In a world of stock-market expectations and the race for capital, such an aura is worth almost as much as actual performance! The American economy has undoubtedly entered a phase in which AI is presented as the new engine of growth, productivity, and even global dominance, especially through competition with China.
An enormous investment cycle has already been built around that promise. Data centers, energy infrastructure, cloud computing platforms, advanced models, and applications yet to prove themselves are linked in a chain that constantly needs to convince the market that a “historic leap” lies ahead. Estimates of hundreds of billions of dollars in annual AI infrastructure investment sound impressive, but at the same time show how suddenly American capitalism has become exposed to one primary narrative.
That’s why every episode in which the government describes an AI model as potentially dangerous must also be interpreted through an economic lens. The security label becomes a market signal. When it’s said that a certain model could accelerate sophisticated cyberattacks, help “hostile intelligence structures,” or endanger the banking sector, the public hears a warning, while investors hear proof of the product’s power. Danger thus turns into reputational capital. The closer a model gets to the category of “strategic technology,” the easier it becomes to justify high valuations, state protection, and privileged access to infrastructure.
On the real potential danger of AI models
Let’s assume for a moment that the American government’s concern is genuine, at least in part. Where do these alleged dangers lie? New AI models can be dangerous above all because they shrink the “distance” between intention and execution. What once required knowledge, experience, time, and a team of people can now be accelerated by a single system that explains, writes, translates, connects, and suggests the next step. In good hands, that’s an enormous productivity tool. In bad hands, it becomes an accelerant of harm. Cybersecurity is just the first layer. A model that understands code, networks, and legacy digital systems can help find weak points in banks, hospitals, transportation, energy, or government administration. It doesn’t have to “hack” the system itself. It’s enough to shorten the path for a bad actor, explain the flaw, and help them tailor the attack.
Perhaps an even greater danger lies in the manipulation of people. An advanced model can produce text, voice, images, and arguments tailored to a specific language, group, fear, or political mood. In other words, propaganda no longer has to look like obvious propaganda. It can look like a comment, a message, a profile, a discussion, or even friendly advice. This is the stage where the machine no longer just replaces the worker but begins to imitate social life itself.
There’s also a military-industrial dimension. Its power lies not in independently creating a “perfect plan,” but in removing obstacles for those who already have a goal. So there are reasons why nervousness builds around such models. In a world of political conflicts, criminal networks, and security paranoia, such breadth very quickly acquires its dark side too. But what’s a bit harder to believe is the story that models powerful enough for the government to treat as a strategic risk simultaneously cannot have sufficiently firm boundaries to prevent the most dangerous forms of misuse. Herein lies the possibility that the whole story is exaggerated, but not accidental.
This is exactly where the story becomes especially interesting. Anthropic reportedly agreed to cooperate with the US government, to develop protocols for current and future models, and to inform the authorities about “malicious activities.” The government retained the right to reassess and reimpose restrictions if circumstances change. In practice, this marks the beginning of a regime in which the most powerful AI systems are released into the world through politically supervised channels. Furthermore, Donald Trump’s executive order on advanced models further reinforces this direction, as it provides for the possibility that developers offer the government insight into frontier models up to 30 days before wider release to select partners.
Innovation increasingly lives in the shadow of the security state
The concept of trusted partners is especially important. When the government decides which organizations may get early access to a model, a new hierarchy forms within the tech sector. Chosen actors gain an advantage, competitors wait, and the criteria remain non-transparent. Such a system can easily grow into a technological cartel under national-security patronage. American free-market rhetoric here gives way to a reality in which the state picks winners, protects their advantages, and turns regulation into an instrument of quite obvious industrial selection. The timing of this drama further deepens the suspicion.
OpenAI, in the same atmosphere, delayed the fully public launch of GPT-5.6 at the US government’s request and limited access to a small group of vetted partners. OpenAI and Anthropic reportedly have confidentially begun preparations for an IPO. Ahead of such moves, perception is clearly key. Potential investors want to believe they are buying a stake in companies producing the new infrastructure of civilization, with a scope beyond that of an ordinary expensive software tool of uncertain commercial fate. The story of models that the government must review, restrict, and then certify as “safe enough for select use” creates a very powerful narrative. The company suddenly looks like the owner of a technology that the state must treat almost like a weapon!
Anthropic, as we know, also has a complex relationship with the American security apparatus. The Pentagon labeled it a supply-chain risk this year after the company refused to allow its models to be used for mass domestic surveillance or fully autonomous weapons systems. This detail shows how politically charged the space of artificial intelligence is. Companies try to preserve an image of ethical responsibility, but at the same time depend on the state, regulatory tolerance, and market access. The American AI sector loves to talk about innovation, but increasingly lives in the shadow of the security state.
Isn’t it like that everywhere once you reach a certain high level? Just look at Elon Musk and his SpaceX. That company has already almost completely merged with American military interests, and even politico-ideological ones (support for “regime change” policy in Iran).
The geopolitical dimension serves as permanent fuel for this process. China, Russia, and other countries labeled “concerning” become the argument for stricter oversight, selective export, and accelerated domestic capital mobilization. Every new model is viewed through the lens of its future use in cyber warfare, military planning, intelligence operations, and industrial competition.
The AI industry seeks freedom and protection at the same time
The greatest paradox lies in the fact that the AI industry seeks both freedom and protection at the same time. It seeks weaker oversight when it needs to launch a product quickly, and strong state support when it needs to close off the market, limit competition, or gain strategic status. Sounds familiar, doesn’t it? This model increasingly resembles a military-industrial complex, just with data centers instead of aircraft carriers and language models instead of missile systems.
The US today is deeply invested in maintaining the AI myth because that myth holds together the investment wave, stock indices, and the political image of American technological supremacy. In that sense, the Anthropic episode acts as a symptom of a broader dependency. The Fable and Mythos models may have real capabilities, real vulnerabilities, and real security consequences, but their political handling shows how danger turns into value, and oversight into an enormous free advertisement.
We can already clearly see how the American economy is increasingly tying its own future to the claim that artificial intelligence changes everything. The more capital rests on that claim, the more every ban, exception, and unblocking will look like part of the same show.
In this process, a new kind of technological power is emerging. It is sold as innovation, regulated as a weapon, financed as infrastructure, and advertised as destiny. Anthropic is just one case, but a case that precisely shows the direction. Artificial intelligence is becoming America’s “to be or not to be” factor because an alliance of the state, capital, and the security apparatus is forming around it. That alliance can produce great technological breakthroughs, but it is already producing a political economy of fear, promise, and privileged access. The “hype” around dangerous models sounds quite suspicious because it perfectly fits a moment when American capitalism needs a new big story, large enough to cover all the cracks beneath the surface.
Mario Hoffmann is an independent analyst and writer covering global economics, geopolitics, and international affairs. With a background in history and politics, he writes for EconoPuls to provide in-depth context on the stories shaping our world.