<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>AI Governance on Horse with a Pointy Hat</title><link>https://www.horsewithapointyhat.com/tags/ai-governance/</link><description>Recent content in AI Governance on Horse with a Pointy Hat</description><generator>Hugo</generator><language>en-us</language><lastBuildDate>Sat, 13 Jun 2026 18:40:46 +0100</lastBuildDate><atom:link href="https://www.horsewithapointyhat.com/tags/ai-governance/index.xml" rel="self" type="application/rss+xml"/><item><title>The Geopolitical Kill Switch: AI Supply Chains and Sovereign Risks</title><link>https://www.horsewithapointyhat.com/posts/geopolitical-kill-switch-ai-supply-chains/</link><pubDate>Sat, 13 Jun 2026 18:40:46 +0100</pubDate><guid>https://www.horsewithapointyhat.com/posts/geopolitical-kill-switch-ai-supply-chains/</guid><description>&lt;blockquote&gt;
&lt;p&gt;Borders are not just lines on a map, they are a reflection of power dynamics.
— Robert D. Kaplan&lt;/p&gt;
&lt;/blockquote&gt;
&lt;p&gt;It wasn’t that long ago that Anthropic was running its public &amp;ldquo;Project Vend&amp;rdquo; experiments, using its best-in-class models to operate a workspace vending machine (see &lt;a href="https://www.anthropic.com/research/project-vend-1"&gt;Anthropic Project Vend Phase 1&lt;/a&gt; and &lt;a href="https://www.anthropic.com/research/project-vend-2"&gt;Phase 2&lt;/a&gt;). The results were amusing, if humbling: the systems simply weren&amp;rsquo;t that smart yet, often stumbling over the basic mechanics of inventory and user intent. We all knew the technology was moving at a staggering velocity, but amid the relentless industry hype, it was easy to wonder how much of the frontier marketing was genuine capability and how much was breathless salesmanship.&lt;/p&gt;
&lt;p&gt;Then came this week. I opened Claude Code to find Fable 5 quietly waiting for me, accompanied by a stark warning that it would burn through my token allocation twice as fast as Opus 4.8. Worse, an artificial indicator of urgency informed me I only had until 22 June to test it in this mode, and as practitioners, we are always inherently suspicious of manufactured urgency indicators. I hesitated. For my day-to-day engineering and data science pipelines, Sonnet and Opus were executing beautifully; throwing an expensive experimental model at standard codebases felt like a waste of resources.&lt;/p&gt;
&lt;p&gt;I never got the chance to find out if it was worth the premium.&lt;/p&gt;
&lt;p&gt;In a staggering escalation of state intervention, the US Government has ordered Anthropic to deny access to Fable 5 and Mythos 5 to all foreign nationals,&lt;/p&gt;</description></item></channel></rss>