The speed of the reversal is the institutional story. The US government invoked national security to pull Anthropic's two newest models , then the sitting president declared the company unthreatening — with a G7 meeting as the pivot point. That sequence does not resemble a completed security review; it resembles a diplomatic accommodation. The companies tracking what Anthropic told regulators last spring now have a cleaner read on how these confrontations resolve: not through enforcement, but through access. The Bifrost billing discrepancy analysis surfacing on the same day — a practitioner-level report on Code cost divergence at scale — captures the parallel reality: while Washington negotiates access politics, the developer ecosystem is already deep inside Anthropic's infrastructure with no exit plan.
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