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Good afternoon. Welcome back to The Europe Pitch, PitchBook’s newsletter for the EMEA region.
⛔On Friday, the US government ordered Anthropic to cut foreign access to its newest AI models: Claude Fable 5 and Mythos 5. With no advance notice and no way to filter by nationality, the models went offline entirely over the weekend.
It was a stark reminder for Europeans that when your critical infrastructure sits on someone else’s servers, the plug can be pulled without warning. See PitchBook’s recent analysis on why tech sovereignty is emerging as a genuine thesis.
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