Frontier AI Closes Ranks

US banking regulators have paused parts of cybersecurity examinations at large banks to give institutions time to assess and harden defenses against risks exposed by Anthropic’s new Mythos AI model. The Federal Reserve and OCC want banks to test systems and address threats after Anthropic warned Mythos could be misused for cyberattacks and restricted access. Anthropic launched “Project Glasswing,” granting a small set of partners including Apple and JPMorgan early access to evaluate defenses. The move reflects regulators’ caution around advanced AI models and their potential to change the cyber threat landscape, and signals closer coordination between banks, regulators and AI vendors on operational security.

独家 Anthropic 允许 Mythos 用户与他人共享网络威胁信息 - WSJ

Anthropic将允许合作伙伴与他人分享Mythos网络安全研究成果

Anthropic将允许合作伙伴与他人分享Mythos网络安全研究成果

Frontier AI access is becoming scarce and selective as economic and security concerns push developers and governments to restrict high-end models. Anthropic’s Mythos cybersecurity model and OpenAI’s Daybreak/gpt-5.5-cyber-like guarded rollouts show companies limiting distribution to trusted partners, mainly large U.S. firms, to prevent misuse and prioritize defenders. The article argues three reinforcing forces—compute costs, security-driven gatekeeping, and increasing U.S. government involvement—will further constrain availability. That shift undercuts hopes that top-tier models will be broadly commoditized, with implications for global competition, defense, and who can build on frontier capabilities. Stakeholders outside U.S. inner circles must adapt to a more closed, regulated frontier-AI ecosystem.

Frontier AI access is becoming scarce as market, security, and government pressures push companies toward selective rollouts. Recent moves—Anthropic’s Mythos cybersecurity model and OpenAI’s Daybreak/gpt-5.5-cyber—restricted high-end capabilities to vetted partners, primarily U.S. firms, signaling an industry shift away from broad distribution. Firms cite misuse and national-security risks for staged releases (defenders and trusted customers first, general public later). U.S. government involvement is intensifying, with policymakers considering rules to formalize restricted access and monitor exploit disclosures. The result: compute costs, defensive security needs, and state actions will compound, reducing global accessibility to top-tier AI and reshaping competition, collaboration, and risk management in the tech industry.

Invest Like The Best on YouTube : Q&A with Anthropic CFO Krishna Rao on the “cone of uncertainty” in AI, allocating compute, returns to frontier intelligence, platform vs. application, and more — In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with Anthropic CFO Krishna Rao …