--- title: "How Anthropic's Mythos Triggered Trump's AI Regulation U-Turn" type: "News" locale: "en" url: "https://longbridge.com/en/news/285772598.md" description: "Anthropic's powerful AI model, Mythos, has prompted a White House U-turn on AI regulation, with President Trump considering an executive order for oversight. This marks a shift from a previously hands-off approach. Vice President JD Vance warned industry leaders about potential cyber threats from Mythos. Meanwhile, Polymarket suggests a low chance of OpenAI completing an IPO this year, while Anthropic is seen as a strong contender. Cybersecurity stocks are reacting positively to the AI threat narrative, with significant movements in companies like Palo Alto Networks and CrowdStrike." datetime: "2026-05-08T19:51:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285772598.md) - [en](https://longbridge.com/en/news/285772598.md) - [zh-HK](https://longbridge.com/zh-HK/news/285772598.md) generator: "portal-rs" --- # How Anthropic's Mythos Triggered Trump's AI Regulation U-Turn A new AI model from privately held **Anthropic** is so powerful that the company won’t release it publicly and the White House is reversing its hands-off approach to AI regulation, the Wall Street Journal reported. Vice President **JD Vance**, who told a Paris AI summit last year that overregulation could kill the industry, warned the heads of **Microsoft Corp** (NASDAQ:MSFT), **Alphabet Inc** (NASDAQ:GOOGL), **OpenAI** and Anthropic on a recent call that Mythos, which can find software vulnerabilities on its own, could trigger cyberattacks on small-town banks, hospitals and water plants. ## From Hands-Off To FDA For AI **President Donald Trump** is weighing an executive order to create a formal oversight process for the most advanced AI models, a reversal from his December 2025 order targeting state AI laws. National Economic Council Director **Kevin Hassett** likened the expected regime to FDA drug approval on Fox Business this week. National Cyber Director **Sean Cairncross** is leading the response, and Treasury Secretary **Scott Bessent** has warned banking executives directly about the model. Polymarket’s “Trump orders federal review of AI model releases by May 31?” contract sits at 19%, suggesting traders aren’t yet pricing in an imminent order. White House adviser **David Sacks** has publicly pushed back on the regulation push, arguing on his All-In podcast that the threat is overblown. ## Anthropic Pulls Away From OpenAI Anthropic and OpenAI are in a race to IPO that has gotten increasingly one-sided. While Altman’s problems mount: missed user targets, a $180 billion Musk lawsuit, and a CFO worried about paying for compute. Anthropic just developed a model the White House thinks is too dangerous to release. Polymarket traders give Anthropic a 63% probability of having the top AI model at the end of June, with $5m in volume on the contract. Anthropic is also a 68% favorite to IPO before OpenAI on a separate Polymarket market. ## The Equity Read Microsoft, OpenAI’s largest backer and the most direct public exposure to any OpenAI slowdown, is trading at $415. **Amazon.com Inc** (NASDAQ:AMZN), with $8 billion in Anthropic, is trading at $272. Cybersecurity stocks are already moving on the AI threat narrative. **Palo Alto Networks Inc** (NASDAQ:PANW) and **CrowdStrike Holdings Inc** (NASDAQ:CRWD) jumped 5.4% and 7% on Thursday. KeyBanc lifted its CrowdStrike price target to $525 last month, citing a CIO survey that found cyber budgets benefiting directly from Mythos. The shift lands days before Trump’s summit with Chinese leader **Xi Jinping**, where AI risk is on the agenda. Coordinated US-China restrictions could bake the regulation thesis in further. *Image: Shutterstock* ### Related Stocks - [PANW.US](https://longbridge.com/en/quote/PANW.US.md) - [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md) - [CRWL.US](https://longbridge.com/en/quote/CRWL.US.md) - [PANG.US](https://longbridge.com/en/quote/PANG.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) ## Related News & Research - [CRWD: SafeMind and Guardian launched, accelerating AI-driven security and modernization for enterprises](https://longbridge.com/en/news/298652109.md) - [OpenAI, Anthropic bankers seek investment-grade credit ratings post-IPO, FT says](https://longbridge.com/en/news/298259727.md) - [Anthropic’s AI warning may weigh on chips, but trade seen intact](https://longbridge.com/en/news/298827005.md) - [OpenAI CEO Sam Altman Says Company Willing to Slow AI Development](https://longbridge.com/en/news/298746954.md) - [ARTIFICIAL INTELLIGENCER-AI models’ capabilities leap comes with new safety warnings](https://longbridge.com/en/news/298498175.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**