Anthropic’s AI models, Fable 5 and Mythos 5, were blocked for foreign nationals due to a US export control order. The Trump administration cited national security concerns without explaining the legal basis. This is unprecedented in AI governance, exposing an uncertain stage. The company’s AI models aren’t physical goods, but rather core data used in chatbots. The order doesn’t fit the existing framework of export controls. This raises questions about the stability of AI governance. Why it matters: This episode highlights the need for clear and transparent AI governance, as opaque interventions can lead to unintended consequences and undermine trust in AI systems.