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亚洲AI初创公司推出类Mythos模型,Anthropic出口禁令持续发酵

TechCrunch:AI(RSS)T2
20:0006/27 20:00社区阅读原文 ↗导出 MD ↓

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51

精选理由

事件涉及地缘政治、产业竞争和技术自主,影响深远,且具有高度时效性和行业关注度。

AI 点评

「此事件标志着全球AI供应链的重塑,亚洲自主创新能力提升,美国出口管制可能适得其反,加速竞争对手崛起。」

速览

由于美国AI公司Anthropic的出口禁令持续生效,亚洲多家AI初创公司正加速推出具备类似Mythos能力的模型,以抢占被禁令封锁的市场空白。这些新模型在性能上接近美国前沿产品,且无合规风险,可能使美国AI实验室永远失去亚洲这一巨大市场。

  • Anthropic的出口禁令持续,亚洲初创公司推出对标Mythos的新模型
  • 新模型在能力上接近美国前沿产品,且不受出口限制
  • 亚洲市场巨大,美国AI实验室可能永久失去这一市场

正文

On Wednesday, Chinese cybersecurity firm 360 reportedly unveiled Tulongfeng, an AI tool it says can go head-to-head with Anthropic’s Mythos. That’s the cybersecurity-focused AI model that is reportedly so powerful, the Trump administration has currently banned it and its more restricted version, Fable 5, from the hands of non-Americans.

Earlier the same week, Sakana AI, a Tokyo-based AI startup, launched Fugu, a model named after the Japanese word for blowfish. The company says this frontier AI model “stands shoulder-to-shoulder with leading models like Anthropic’s Fable 5 and Mythos Preview.” It is also designed for agents, with an ability to orchestrate access to other models though their APIs.

The two new Asian model products come as the U.S. government’s ban drags on. Its order that prevents Anthropic from global access to Mythos and Fable occurred two weeks ago.

A spokesperson at Sakana AI told TechCrunch that release of its new model was “entirely coincidental,” yet that hasn’t stopped it from capitalizing on the moment. Its website advertises “delivering frontier capability without the risk of export controls.”

“Sakana Fugu is something we have been building since last year — the research behind it was presented at ICLR this spring, and it reflects an approach that is central to how we deliver frontier-level value at Sakana AI. We were confident in the product on its own merits; the timing simply happened to coincide with a moment that brought it more attention than we expected,” the spokesperson said about launching during the Mythos/Fable export ban.

Sakana, co-founded in 2023 by David Ha and Llion Jones, both Google alumni, and Ren Ito, a former executive at Mercari and Stability AI, makes affordable generative AI models that work well with small datasets and are optimized for the Japanese language and culture.

While the company is targeting Fugu at Japanese businesses and government agencies looking to reduce their exposure to tightening export controls, it isn’t yet proclaiming a lasting shift away from U.S. AI in Asia.

“U.S. models remain important to Asia,” the spokesperson said, a view consistent with remarks co-founder Ren Ito made at the G7 summit in Evian last week, where AI access and export controls were one of the central topics. “We’d characterize the current moment in those terms rather than as a permanent realignment toward any one set of players.”

Sakana co-founder Ren Ito elaborated on that view in an op-ed published in the Project Syndicate last week. He urged the U.S. federal government to consider that its “first priority should be to preserve access,” for America’s closest allies, and argued that “AI should not become a technology that is hoarded; it should be one that is developed together.”

David Ha, co-founder and CEO of Sakana, described Fugu as more than just a land grab during a vulnerable moment for U.S. competitors. It is designed to coordinate agent usage among many models.

“Orchestration Models are the next frontier, beyond bigger models,” he wrote on X. Relying on a single provider for national infrastructure, he argued, is a risk the recent export controls made impossible to ignore.

“Access to top models can disappear overnight,” he wrote. “Collective intelligence is the practical hedge against this concentration of power.”

While Tokyo-based Sakana positioned Fugu as a hedge strategy, a way to preserve access to frontier AI, not replace it, China’s 360 wasn’t hedging.

The Chinese firm reportedly unveiled two AI security tools. Tulongfeng is designed to automatically discover software vulnerabilities, and Yitianzhen is built to automate cyber defense and incident response.

The product launch, however, came with a message. According to Reuters, 360’s founder Zhou Hongyi described vulnerability-finding AI as a national strategic asset, and flagged what he called the risk of “one-way transparency,” a situation in which some actors could access advanced vulnerability-detection capabilities while others could not.

Anthropic had been on a historic growth trajectory. The U.S. AI lab said its run-rate revenue crossed $47 billion in May 2026. How much of that depends on Asian enterprise customers is not publicly known.

But in the weeks since the export order took effect, at least two companies, one in Tokyo and one in Beijing, have stepped into the space it left behind. Even if U.S. companies could win back trust should this ban ever end, local alternatives, trained to better understand local language and nuance, are already filling the gap.

360 did not respond to a request for comment.

Topics

AI, Anthropic, Asia, Mythos, Mythos 5 US Government, Startups

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Kate Park Kate Park

Reporter, Asia

Kate Park is a reporter at TechCrunch, with a focus on technology, startups and venture capital in Asia. She previously was a financial journalist at Mergermarket covering M&A, private equity and venture capital.

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