The emergence of “Claude Mythos,” a high-performance AI developed by U.S. startup Anthropic, has rapidly heated international regulatory debate over runaway AI risks. In Japan, a new “AI Basic Plan” incorporating strengthened cyber defense measures was approved by the Cabinet on the 14th, taking on a more regulatory tone. However, in the United States, the frontrunner in AI development, the Trump administration is wavering between regulation and development promotion, making the confrontational structure between the government and AI companies increasingly stark.<\/p>\n
The “Creator” Sounds the Alarm on Self-Improving AI Risks<\/p>\n
“AI capabilities are on a sharp upward trajectory. The risk of catastrophic damage will also increase.” This warning came from none other than Dario Amodei, CEO of Anthropic, the creator of “Claude Mythos.”<\/p>\n
On June 10, Amodei posted a policy proposal on his company’s website, urging governments worldwide to swiftly introduce regulations. He emphasized that ensuring transparency in AI development is no longer sufficient, expressing deep concern over the current situation where development is accelerating while countermeasures lag behind.<\/p>\n
In a company blog post published earlier on June 4, Anthropic pointed out that AI could achieve dramatic evolutionary leaps in the coming years, potentially enabling “self-improvement” where AI autonomously designs and develops successor models without human intervention. The post stressed that a unified global effort to slow down or temporarily halt high-performance AI development would be an effective means of controlling runaway risks.<\/p>\n
Anthropic has emphasized AI safety since its founding in 2021, but reportedly clarified its stance on the need for stronger government oversight and regulation around the summer of 2023. In February 2026, the company refused military use of its AI, clashing with the Trump administration and ultimately being excluded from government procurement.<\/p>\n
OpenAI, which operates “ChatGPT,” is also calling for rule development. In a proposal released in June, the company called for strengthening the specialized agency under the U.S. Department of Commerce responsible for AI risk assessment.<\/p>\n
Trump Administration Alternates Between Regulation and “Appeasement”<\/p>\n
The Trump administration had previously pursued a deregulatory approach to AI development, but the winds have shifted since the emergence of “Claude Mythos.” Concerns over the military diversion or malicious use of this AI, which possesses extremely high capability in discovering system flaws, have fueled growing momentum within the administration for stronger regulation.<\/p>\n
Meanwhile, the administration is simultaneously pursuing a different approach toward AI companies. According to a report in The New York Times on the 13th, the White House is concretely considering government equity ownership in AI companies.<\/p>\n
The report indicates that proposals have surfaced for the government to directly acquire shares in AI companies, or to use acquired shares as seed capital for the “Trump Child Investment Accounts” introduced in last year’s tax reform. OpenAI CEO Sam Altman acknowledged in a CNBC interview that discussions regarding equity participation with the government had taken place, but avoided commenting on specific figures regarding the rumored “5% equity transfer,” stating there was “a lot of distortion.”<\/p>\n
The AI industry harbors complex feelings. Both OpenAI and Anthropic are preparing for initial public offerings (IPOs) at a corporate valuation scale of $1 trillion (approximately \u00a5162.2 trillion), and strongly feel the need to return the enormous wealth generated by AI to society. They are in the conceptual stage of envisioning an “inclusive growth” model, similar to the Alaska Permanent Fund, where AI company shares could support national investment accounts or secure re-education funds for the unemployed.<\/p>\n
However, within the industry, the dominant concern is that the Trump administration’s demand for equity stakes is not a pure “redistribution of wealth” but rather a product of “pressure leveraging administrative power.”<\/p>\n
An executive at one AI company, speaking on condition of anonymity, confided, “There is a pervasive fear that if we don’t give equity to the government, we won’t get timely approval to release new models. The government is using regulation as a weapon.”<\/p>\n
Indeed, the U.S. government recently applied extremely strong regulations to Anthropic’s latest AI models, “Fable 5” and “Mythos 5,” blocking access even by non-citizen employees on national security grounds. It demanded prior review of AI models from Meta, and OpenAI effectively raised the white flag by restricting new model releases only to government-approved customers.<\/p>\n
Such concerns have already materialized in other industries. In March, shareholders of U.S. chipmaker Intel filed a lawsuit, alleging that “the Department of Commerce openly threatened, ‘This is not a negotiation. Consider the benefits of having the government as a friend,’ and seized a 10% equity stake.”<\/p>\n
The “Safety First” Philosophy Creates a Decisive Rift with the Government<\/p>\n
According to a report by U.S. magazine Newsweek, the conflict between Anthropic and the U.S. Department of Defense became a major topic at an international AI conference held in Egypt earlier this spring.<\/p>\n
An AI expert writing for the magazine offered a scathing irony of the situation: “A company born from the belief in safety first and preventing misuse by anyone has been designated by the U.S. government as a significant national security risk, and the work that company had undertaken was handed to a rival firm they had parted ways with, viewing it as potentially causing catastrophic risk. This story is absolutely unbelievable.”<\/p>\n
Anthropic was founded in 2021 by former OpenAI executives. Sixteen people, including seven co-founders, hail from OpenAI, gathering members who felt an existential crisis over the company’s management shift from a non-profit to commercialization. They believe that because AI is a technology capable of transforming human civilization, hasty pursuit of profit invites neglect of safety, leading to irreversible consequences.<\/p>\n
For this reason, Anthropic chose the path of embedding the strictest trust principles into the core of its proprietary AI system’s fundamental architecture, building a safer, “constitution-abiding AI.”<\/p>\n
Japan Also in a “Race Against Time,” Shifts Policy in Six Months<\/p>\n
In response to this international situation, the Japanese government also approved a new “AI Basic Plan” at a Cabinet meeting on the 14th. Emphasizing the risks posed by high-performance AIs like “Claude Mythos,” the plan incorporates strengthened cyber defense and other measures, resulting in a more regulatory tone than before.<\/p>\n
Prime Minister Takaichi stated, “This is a race against time,” hinting that a strong sense of crisis over the rapid evolution of AI lay behind the policy shift in just six months. The second-phase AI Basic Plan focuses on addressing risks from high-performance AI and is designed with an awareness of alignment with international regulatory frameworks.<\/p>\n
Impact on Markets and Investors<\/p>\n
This series of developments introduces significant uncertainty into the future landscape of the AI industry. The government’s move toward equity acquisition will, in the short term, complicate the valuation of AI companies. Particularly for OpenAI and Anthropic, which are preparing for IPOs, the government’s ownership ratio and the handling of voting rights are critical issues that will sway investor interest.<\/p>\n
Furthermore, regulatory uncertainty could weigh on AI-related stocks overall. If the U.S. strengthens access restrictions and model reviews under the shield of national security, the speed of commercial AI deployment could slow, impacting the revenue outlook for related companies.<\/p>\n
On the other hand, strengthened regulation may ironically serve as an opportunity for the market to recognize the value of “safe AI” that Anthropic has championed since its founding. If the shift accelerates from a short-term development race to a new competitive axis centered on safety, the company’s technological advantages could be reassessed.<\/p>\n
The U.S. Congress has already restricted the areas where the Department of Defense can acquire corporate equity, prohibiting acquisitions of more than 50% of a company’s shares or investments that hinder competition in the defense industry. How the government’s capital participation in the AI sector aligns with these existing legal frameworks will also be a focal point going forward.<\/p>\n","protected":false},"excerpt":{"rendered":"The emergence of “Claude Mythos,” a high-performance AI developed by U.S. startup Anthropic, has rapidly heated international regulatory…\n","protected":false},"author":2,"featured_media":106391,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[55079,53,2213,3261,157,55080,370,2770,22921,1475],"class_list":["post-106390","post","type-post","status-publish","format-standard","has-post-thumbnail","category-anthropic","tag-ai-basic-plan","tag-anthropic","tag-claude-mythos","tag-dario-amodei","tag-openai","tag-prime-minister-takaichi","tag-sam-altman","tag-trump-administration","tag-u-s-department-of-commerce","tag-u-s-department-of-defense"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/106390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=106390"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/106390\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/106391"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=106390"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=106390"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=106390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}