The structural logic running through enterprise AI procurement right now is that restriction implies capability. Anthropic overtaking OpenAI in business spending while its most powerful models are under export controls is the predictable output of a market where buyers use regulatory attention as a proxy for frontier status. The administration has, in effect, certified Mythos and Fable as the models worth worrying about.
One commenter put the consistency critique plainly: if policymakers demand strict controls on hardware but hesitate to apply the same scrutiny to frontier AI software, people will question whether policy is being driven by principles or by politics