Updated
Updated · CNBC · Jun 16
Kalshi Traders Give Anthropic Fable 5 a 58% Chance of U.S. Return by July 1
Updated
Updated · CNBC · Jun 16

Kalshi Traders Give Anthropic Fable 5 a 58% Chance of U.S. Return by July 1

3 articles · Updated · CNBC · Jun 16

Summary

  • Kalshi traders now price a 58% chance that Anthropic restores general U.S. access to Fable 5 before July 1, rising to 74% by July 10.
  • Anthropic shut off Fable 5 and Mythos 5 on Friday after a U.S. government order required it to suspend access for any foreign national, prompting the company to disable the models for all customers.
  • Polymarket shows a similar view, with traders assigning 67% odds that Fable 5 returns to U.S. customers by July 1.
  • Monday talks between Anthropic and the Trump administration appear to be driving the optimism, though it remains unclear whether the meeting produced any breakthrough.
  • The shutdown came only days after Fable 5's launch and adds to earlier friction with the administration after the Defense Department labeled Anthropic a supply chain risk in March.

Insights

Why are markets betting on a swift return for an AI deemed a national security risk?
Is Anthropic's banned AI a unique national security threat, or a scapegoat for industry-wide risks?
Will the U.S. government's AI intervention spark a new era of regulation for Big Tech?