> As a non-US citizen Opus 4.8 is the best American LLM I will ever have access to. That's no longer up for debate or question.
Not only is it up for debate, I find it extremely unlikely to be true.
I don't really disagree with the rest of your post but I very strongly doubt that Opus 4.8 will be the best American LLM you'll have access to this year.
It doesn't matter, because people are adopting AI now, and even if the restrictions are lifted tomorrow, it has been proven that relying on an American SaaS is risky, because you can just lose access.
So why would you get that instead of self-hosting Mistral Studio and fine tuning for your needs? Or going fully DIY with e.g. OpenShift AI and open source Chinese models?
That way you fully control availability, costs and quality.
Polymarket gives 32% chance the ban on Fable is lifted this month.
Even if it's never lifted, probably GPT 5.6 will be better than Opus 4.8 and they won't hype it up as too dangerous to release before releasing it.
Open models will catch up to Opus 4.8 and state of the art will, most likely, continue to get better. It won't be long before "better than Opus 4.8" is not a big deal.
It's June 30 and the ban has been lifted, I'm gonna say Polymarket's 32% chance of the ban being lifted in June was far and away a better guess than bemoaning that non-Americans will never access an American model better than Opus 4.8.
> probably GPT 5.6 will be better than Opus 4.8 and they won't hype it up as too dangerous to release before releasing it.
If you buy the story that Anthropic's marketing hype drove US regulation, then I have a bridge to sell you.
The best case real reason is Anthropic pissed off the administration.
Which will leave OpenAI, Google, Meta, and X far more vulnerable to government data sharing requests... and KYC identity is incredibly valuable to mandate for those.
That is my best guess too, which is an even better case for better-than-Opus-4.8 models being available from OpenAI without drawing the attention of the administration.
I do think their marketing hype was a factor though even in this narrative. Andrew Jassy tells a vengeful admin that there's this jailbreak for a model Anthropic said was dangerous, and vengeful admin seizes the opportunity to take vengeance.
My belief that OpenAI will release a model better than Opus 4.8 globally should not be interpreted as a claim that they will avoid a shakedown. I think if they encounter corruption, they will engage with it.
Not only is it up for debate, I find it extremely unlikely to be true.
I don't really disagree with the rest of your post but I very strongly doubt that Opus 4.8 will be the best American LLM you'll have access to this year.