What the administration's restraint on DeepSeek confirms is that the US AI regulatory apparatus lacks a durable, capability-based logic for deciding which Chinese models get sanctioned and which do not . The same week that Anthropic's frontier models were suspended over a contested jailbreak claim , a Chinese startup that had just closed a $7.4 billion fundraise and achieved the highest valuation of any Chinese AI company was left untouched — because the trade negotiation context made blacklisting inconvenient. Developers building on
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