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Wellfunded

Geopolitics

US Threatens Sanctions on Chinese AI Over IP Theft

Jul 21, 2026

US Threatens Sanctions on Chinese AI Over IP Theft

Treasury Secretary Scott Bessent has warned that the US could impose sanctions on Chinese open AI models over alleged intellectual property theft. The move signals a significant escalation in the Trump administration's efforts to curtail China's AI development. Here's what the threat means for the broader AI industry.

AI

Geopolitics

Open Source

Asian AI Startups Fill the Void From Anthropic's Ban

Jul 1, 2026

Asian AI Startups Fill the Void From Anthropic's Ban

As Anthropic's export restrictions drag on, a wave of Asian AI startups are launching frontier-capable models that rival Mythos — and capturing a market U.S. labs may never win back. The competitive window is closing fast for American AI companies in Asia.

Anthropic

Export Controls

Asian AI

Europe's Push for AI Sovereignty Is Getting Serious

Jul 1, 2026

Europe's Push for AI Sovereignty Is Getting Serious

At Vivatech in Paris, one word dominated every conversation: sovereignty. Europe is tired of depending on American AI, and a volatile Trump administration may be the unlikely catalyst that finally forces the continent to build its own.

AI policy

AI sovereignty

Anthropic

The AI Race Has Outgrown the Anthropic vs. OpenAI Story

Jun 27, 2026

The AI Race Has Outgrown the Anthropic vs. OpenAI Story

AI models have advanced far beyond a simple two-horse race. Their capabilities now carry real political weight — and navigating the fallout will demand coordinated action across industries and governments.

AI governance

AI policy

Anthropic

Claude's Great Wall Problem: China's AI Underground

Jun 27, 2026

Claude's Great Wall Problem: China's AI Underground

Despite aggressive geolocation restrictions and account bans, Chinese developers, researchers, and startups have built a thriving underground economy to access Anthropic's Claude. From Taobao account resellers to API 'transfer stations,' the cat-and-mouse game shows no signs of slowing down.

Anthropic

Claude

China