by Raphael Dudler | Jul 7, 2026 | gafam watch
OpenAI has proposed handing the US government a 5% equity stake — worth roughly $42.6 billion — through a vehicle modeled on the Alaska Permanent Fund, and wants Anthropic, Google and Meta to cede matching stakes. It remains a proposal, not a deal: rivals haven’t agreed, Congress hasn’t acted, and Reuters could not independently verify it. But if any version proceeds, it rewires every future AI fight — because a government that owns AI companies cannot regulate them impartially. gafam.ai reads what state ownership of AI means for Europe.
by Raphael Dudler | Jun 29, 2026 | gafam watch
On Friday, June 26, the US government partially reversed the export control directive that took Anthropic’s most powerful models offline two weeks ago. Commerce Secretary Howard Lutnick authorised the release of Claude Mythos 5 to roughly 100 named US institutions — major companies and government agencies on an “Annex A” list — and their foreign-national employees. Fable 5, the public version, remains restricted. The resolution confirms what gafam.ai has tracked for three weeks: a new American regime now governs who may access frontier AI. European users are not on the list. gafam.ai’s European analysis.
by Raphael Dudler | Jun 13, 2026 | gafam watch
Late Friday June 12, 2026, US Commerce Secretary Howard Lutnick sent Anthropic CEO Dario Amodei a letter ordering the company to block all foreign nationals — including European users, including Anthropic’s own non-American employees — from accessing Claude Fable 5 and Mythos 5. Anthropic chose to disable both models entirely rather than implement selective discrimination. The European AI dependency that gafam.ai has warned about for weeks is no longer theoretical. It just became reality. By executive decree. Without explanation. gafam.ai’s European analysis of the moment American AI sovereignty became European AI vulnerability.
