There is a bit of schadenfreude on Twitter right now about Anthropic being hit by the US government’s export control directive to suspend access to Fable and Mythos. Anthropic and their leadership have spent a lot of time and effort describing its own technology as dangerous and in need of strict controls and regulation. Now that the US government appears to have taken that framing seriously and told them to turn it off for foreign nationals I can see why people are making fun of that situation.
I understand the reaction, but I urge you to not entertain it for too long because it is a giant distraction. The important part is not that Anthropic’s safety language came back to bite them but the line the US government is drawing: this technology is apparently so powerful that only Americans should have it.
We are on a clear path towards a world of division. One should think that if a model is too dangerous for everyone, then it is too dangerous for Americans too. Instead the US is treating these models like weapons that need to be controlled. It is not just about capabilities, it is about racism and nationalism. If you have the wrong passport, you are not to be trusted. This is a very different thing from safety, and Europeans should pay close attention to it.
The directive, as Anthropic describes it, applies to foreign nationals whether they are inside or outside the United States, including foreign national Anthropic employees. That is an astonishing boundary if you think about it. We moved from “do not sell this model to hostile governments” to nationality itself being the defining boundary. This should be a wake-up call to Europeans in and outside the US, and quite frankly, any non US citizen.
A lot of AI safety discourse presents itself as universal: humanity, catastrophic risk, safeguards, responsible deployment. Even Anthropic’s own writings start out that way, but yet every time regulation is discussed there is an overtone of national security and that it cannot get into the wrong hands. It’s not just Anthropic, it’s the entire US based discourse on AI. The foundation is that the US has moral superiority and others are not to be trusted. That there are other countries are authoritarian, that they lack freedoms.
That should make us uncomfortable, not just Europeans, but particularly us. It is also a situation you cannot regulate yourself out of. European technology policy is entirely unprepared for this, because this is not a question of regulation but a question of might and power, something that Europe lacks.
Europe has spent years trying to regulate large American technology companies, sometimes for good reasons. I am not reflexively against that. The DMA matters because access matters. Users should have agency over their devices, their data, and the software they run. But regulation is a useless substitute for capability and we are lacking that. Regulation might try to force open doors but if those doors only come from American or Chinese companies, then that accomplishes very little.
Also let’s not be naive in that this is a negotiation of money and force. The US is in that position because the US has a mighty military. The US can bomb nations anywhere in the world, force international trade routes closed and get away with it. That’s true leverage.
Europe is dependent on the United States in ways that are becoming increasingly impossible to ignore. We depend on American cloud providers, operating systems, developer platforms and now AI models and internet from satellites. We also depend on global semiconductor supply chains we do not control. If access to frontier AI becomes a matter of American national security policy, Europe is not a peer in that conversation and might not even be a market.
That is a humiliating position, but one that happened entirely intentionally.
European citizens and politicians still have not managed to move beyond blaming the EU for its failures. We built and maintained fragmented markets and then pretended we had a single one. We let company formation, hiring, equity compensation, tax, notaries, KYC, banking, and cross-border services remain much harder than they need to be and we are playing these rules against each other. Not just on the European level, but within every single member state. We protect the trusts and established enterprises, who are risk averse and entrenched, instead of trusting the next generation to build great companies. We created a culture where process becomes an excuse for low agency. We made it hard to build new and large companies and then act surprised when our most ambitious founders move somewhere
else or just decided to incorporate their companies in the US. Increasingly, Europeans who want to build very large technology companies move to the United States. They do it because the capital markets are better, the startup infrastructure is better, employee equity is better understood. I cannot blame anyone doing it, and I’m guilty of this myself as we have incorporated our holding in Delaware. If you are trying to raise serious money, hire aggressively, and move quickly, the US often looks like the only game in town. Because quite frankly: it is.
But this is why we are on a dangerous death spiral already. Talent leaves because the ecosystem is weak and the ecosystem stays weak because talent leaves. Infrastructure makes the world: build excellent swimming pools and you will grow a generation of great swimmers.
The temporary task is straightforward but uncomfortable: Europeans need to believe in themselves enough not to surrender to American gravity. Moving to the US as a founder or tech employee is rational and individually it is often the right decision. But if every ambitious person treats Europe as a lost cause, then Europe becomes one. If everyone with agency leaves, the only people left to shape the system are the people most comfortable with the system as it is. Then we really should not be surprised when nothing changes.
Europe needs more ambition, more ownership, more urgency, and more willingness to build. It needs less resignation. It needs to stop confusing regulation with strategy and dependency with virtue. We need to deregulate where rules serve mostly as protectionism. We need capital markets that can fund companies at the scale modern technology requires. We need employee ownership to become normal rather than exotic. We need a real single market for services, not just speeches about one. We need countries to stop fighting each other while claiming to act in the European interest.
Most importantly: we need to stop blaming the politicians. Too many European companies are adding to that bureaucracy entirely out of their own choice. They drown you in paperwork. At one point I had to sign a four page contract for a 120 Euro lamp at an Austrian retailer, just to pick up from their store 15 minutes later. Sometimes I cannot get a speaking engagement at a European event without someone sending me complex rights waivers over. It’s all just paperwork protection against potential downsides.
When we do not have the power to influence, we should at least understand why and where things are failing. Too many entrepreneurs are blaming EU regulation for failures that are originating within the member states. EU regulation is the result of a democratic process between countries that are lobbying in favor of their local industries against others in the same economic bloc. No amount of abolishment of the EU is going to fix this harsh reality. Nothing more demonstrates this as the inability for cross-border M&A in the European Union. It’s not the EU that blocks it, it’s the country that loses out.
Strengthening Europe is necessary because weakness makes us pawns. A Europe that cannot build, cannot finance, cannot coordinate and cannot defend its own interests will not be treated as an equal. It will be regulated around, export-controlled around, consulted after the fact or not consulted at all.
I do not want the lesson to be that Europe simply needs to turn itself into a copy of the United States. The US has solved some things that Europe has not. It has deep capital markets, a much stronger culture of ownership, a greater tolerance for risk, and institutions that often try to make progress possible rather than explain why it cannot happen. It also has achieved an internal level of integration that is unparalleled in Europe. Tremendous advantages!
But the American path is not obviously a healthy one in all aspects. It tends to take paths with a lot of conflict and wars, a lot of internal societal division and deep inequalities. It centralizes powers away from citizens in the presidency and people with money. You are still trading one set of failures for another. You are at the whim of the US government and its strict rules and regulations. The US barely manages to uphold the rights for its own citizens today.
We should be honest about both sides. You do not win by pretending that Europe is fine. You also do not win by pretending that America has figured everything out.
We must not be blind to all the signs of how international cooperation is falling apart around us. The US no longer talks to European governments before implementing orders that directly affect Europeans. It is threatening to take Greenland, the territory of Denmark, one of its oldest allies. Treaties, alliances and institutions have lost all their worth.
All that matters even if our own lives are focused on building companies, creating wealth, hiring people and making things. Our individual path to success is one thing, but it depends on a world where contracts work, visas work and don’t change on a moment’s notice, trade routes stay open, payment systems function, and families are not torn apart by border regimes or wars. If the world descends into chaos, our basic needs cannot be considered met just because we have a great salaries or equity or investors that trust us.
This is why strengthening Europe cannot be the final goal. A stronger EU is, at best, a temporary defense against a darker world and not an excuse to replace American nationalism with European nationalism. The long-term answer cannot be bigger and bigger blocs fighting over who may use which model, which chip, which cloud or which trade route.
I’m not asking here for Europeans to get their shit together just to compete with the US or China. Maybe I hope that this is a thing that develops, but the goal absolutely cannot be that we accept the deterioration of international relationships long term.
I truly believe that Open Source matters and international cooperation matters. It is not a magical answer to every problem, but it is one of the few paths we have that does not naturally lead to total concentration of power.
If frontier AI becomes something only large corporations and governments can control, then everyone else becomes dependent on their judgment. That is a bad place to be. Corporations will optimize for their incentives, as well structured as they might be, and governments will optimize for more and more power. Right now we’re on a path in which access to general-purpose capability is mediated by a small number of actors with tremendous powers. I’m not naive in pretending AI cannot carry inherent risks. Open systems are messy, they can be misused and they create uncomfortable questions about dual-use capabilities. I do not want to wave that away but closed systems do not make those questions disappear either. Moving the power to decide into fewer hands is not a solution I believe in. And I would have the same opinion if I was a US citizen living in the US.
Any path that puts large blocs in a constant fight against each other has despicable downstream effects that result in the removal of individual rights. It’s entirely pointless for the US to talk about freedoms that do not extend to non-US citizens and the same is true for Europe or any other country. We might accept these restrictions temporarily, but we absolutely cannot accept them long term for the inhumane effects that they can cause.
If we believe this technology can be used for good, then broad access matters and our goal should be to restore the international rule of law, and not to further weaken it. If we find ourselves in a war against our friends from other countries, cold or hot, we have failed as society. The world we should be working back toward is one of international cooperation, globalization in the best sense of the word, and human dignity. The internet has made our lives irreversibly international: every day people fall in love across borders, marry across languages, move across continents, and work with friends they may never meet in countries they may never visit. Identifying too strongly with any one country in that world is a fool’s errand.
Over the last decade too many of the people I got to know through Open Source were directly dragged into a war. I want to believe there is a way for us to break this cycle. We should be repairing failed states, rebuilding trust between people, and finding ways to cooperate again instead of letting the richest countries arm themselves and fight over who gets to control the future and narrative. Of course I want Europe to become stronger so it can stop being a pawn, but if we mistake that temporary need for the destination, I will be deeply disappointed.
The way out is not American supremacy, Chinese supremacy or European supremacy. The way out is to climb back toward cooperation before the alternative becomes war.
Artificial Intelligence is quickly becoming another instrument of militarization and national rivalry, when it could be one of the most powerful tools for cooperation we have. We should be using it to help people across societies and languages understand one another, not fighting over who gets to control it.