Podbit · The Prof G Pod with Scott Galloway
Anthropic has announced that Chinese nationals working at the company cannot work on its most advanced frontier models, Fable and Mythos. Alice Han questions how enforceable this is — but notes it reflects a dramatic shift in how Silicon Valley handles national security risk.
Where this was said
At 11:40 · chapter starts 10:20
At the heart of the U.S.-China tech war is a single irreplaceable machine: ASML's EUV lithography tool, which no other company or country can manufacture [1] — James Kynge "No other company or country on earth can build EUV lithography machines — only ASML. If China has obtained even one of these tools, it woul…" 06:23 . The U.S. Department of Commerce has escalated its confrontation with ASML, presenting documentary evidence that the company shipped EUV-compatible transport equipment to Chinese entities — a claim ASML flatly denies. James Kynge, who has visited ASML's Eindhoven factory and seen the machines firsthand, stresses there is 'no wiggle room' in either side's position: either China has obtained the tools or it hasn't. Alice Han questions Washington's motives — whether this is genuine enforcement or political signaling to allied countries. She also notes that Anthropic has separately barred Chinese nationals from working on its frontier models Fable and Mythos, reflecting a broader tightening of tech nationalism across the industry.
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