Amazon Triggered a Global Ban on Anthropic

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**SPEAKER_5** (1:26)
The CEO of Amazon contacted the US. Treasury Secretary to flag a security risk, and that resulted in the Commerce Department globally banning Anthropics' NOAS models, Fable 5 and Mythos 5, for literally every user on Earth.

**SPEAKER_6** (1:39)
Which is just, I mean, Amazon is Anthropics' primary cloud partner, right? They are a multi-billion dollar investor. So you essentially have an infrastructure provider pulling the plug on its own portfolio company.

**SPEAKER_5** (1:52)
Right. We are looking at a situation where a standard vulnerability report bypassed every normal corporate channel and turned into a geopolitical shutdown.

**SPEAKER_6** (2:01)
Yeah. And if you are running a business relying on a single AI provider right now, you suddenly have to look at how fragile your entire engineering stack really is.

**SPEAKER_5** (2:09)
Because the financial entanglement between these two companies is, it is difficult to overstate. Amazon has already put billions into Anthropic.

**SPEAKER_6** (2:17)
Right, billions. And they have plans for up to 20 billion more in funding down the line.

**SPEAKER_5** (2:21)
Exactly. And in exchange for that capital, Anthropic committed to a $100 billion cloud computing spend on Amazon Web Services.

**SPEAKER_6** (2:28)
So they rely entirely on each other. I mean, Anthropic needs the raw server compute to train and serve their models, you know?

**SPEAKER_5** (2:35)
Yeah, you cannot build frontier models without massive data centers.

**SPEAKER_6** (2:39)
Right. And Amazon needs a frontier model to offer its enterprise clients on AWS Bedrock just to stay competitive with Microsoft and Google.

**SPEAKER_5** (2:47)
And for anyone listening who maybe is not an enterprise developer, AWS Bedrock is essentially Amazon's marketplace for AI.

**SPEAKER_6** (2:55)
Yeah, it is a storefront, basically.

**SPEAKER_5** (2:57)
If you are building an application, you do not go out and buy a warehouse full of servers to host these massive AI models yourself. That would ruin you financially.

**SPEAKER_6** (3:05)
Oh, absolutely. You would go bankrupt on the cooling costs alone.

**SPEAKER_5** (3:09)
Yeah. You go to a cloud provider like AWS, you log in to Bedrock, and you select a model to just plug directly into your software.

**SPEAKER_6** (3:16)
And Anthropic was their star player on that marketplace. I mean, customers were routing massive portions of their daily operations through Fable 5 via Amazon's infrastructure.

**SPEAKER_5** (3:25)
Which is exactly what makes this sequence of events genuinely strange, because Amazon researchers found a vulnerability in Fable 5

**SPEAKER_6** (3:33)
Right. A bug.

**SPEAKER_5** (3:34)
But the normal protocol for finding a bug in software, especially software built by a company you own a huge stake in, is to use standard corporate disclosure channels.

**SPEAKER_6** (3:44)
Yeah, you do not immediately call the federal government. Usually an engineer finds a flaw, they write up a technical ticket, and they submit it to the partner security team.

**SPEAKER_5** (3:53)
Exactly. The triage team assigns a severity score.
The developers build a patch, they test it, they roll it out, you fix a hole quietly.

**SPEAKER_6** (4:02)
But Amazon bypassed that entirely. They completely skipped the standard month long patching process.

**SPEAKER_5** (4:08)
Right. The CEO of Amazon took the findings straight to the federal government.

**SPEAKER_6** (4:12)