Scott Galloway

They're all highly linked to the CCP.

The CCP has massive oversight over all of them.

You can make an argument if your view is China equals bad guy, then surely they should all be on the list.

I mean, I'm not totally sure if this is actually a substantive policy move or if it's more performance art to say China's bad.

Right, yeah.

And this actually relates in a lot of ways to what we're seeing with Anthropic at the moment, because it seems as though we don't have necessarily, in America at least, clear legislation on who you can work with and who you can sell to.

And this was the problem with NVIDIA,

We spent all this time trying to figure out, is Nvidia allowed to sell chips to China?

Which types of chips?

It went on and off and on and off and over and over again.

It wasn't totally clear.

But what does seem apparent in the business world is you don't want to become quote-unquote friends with

the enemy, whoever the enemy might be.

And Trump has made it pretty clear who his enemies are.

China seems to be one of them.

If you're on that list, you probably don't want to be working with them.

Otherwise, you probably won't get some form of favorable regulation, or you might get punished out of the blue.

And then we see what happened with Anthropic last week.

where Anthropic releases this extremely powerful AI model, Fable 5, a variant of Mythos, and the White House is then told by Amazon, of all people, that there are some potential security issues.

Anthropic then says, no,