全球AI割喉戰:白宮嚴發許可證！阿里禁用Claude，北京踩煞車！台灣竟「連被禁的資格都沒有」？

Mythos 5, the world's most powerful AI model, may be shared with only about 100 US companies and institutions under US export controls - TSMC is not on the list. Commerce Secretary Lutnick makes one phone call and OpenAI hands over its customer list; the UK AI Security Institute can get OpenAI's Sol but not Anthropic's Mythos. The same week, Alibaba orders all employees to uninstall every Claude product - GPT and Gemini are untouched. Claude Code is reverse-engineered to reveal timezone checks and a 147-domain blacklist; the Washington Post's headline says "spy on". China hawk Eric Schmidt visits China and returns with the most counterintuitive news of 2026: it's Beijing that's hitting the brakes. And Taiwan? Not even worth banning. [Opening Verse] One sheet of names seals the heavy gate, A hundred inside - how few celebrate. Sovereignty honed into a dragon-slaying blade, Cutting others only, never self-flayed. The East taps the brakes to keep order at home, The West bets the empire on silicon and chrome. Across two oceans each calls the other thief - And Taiwan appears on no list, to no one's grief. Chapters 00:00 100 companies get the world's strongest AI - Taiwan isn't even worth banning 04:34 The global AI caste system: even the UK only gets the old Mythos Preview - where does Taiwan stand? 17:29 "Not to be construed as a licensing regime" - which means it absolutely is one 32:14 The red line is classified: the world's best engineers must obey a line they cannot see 43:41 The most counterintuitive chapter: China hawk Schmidt sees Beijing hitting the brakes 45:13 100 Luobo Kuaipao robotaxis frozen in Wuhan; Hangzhou court rules AI layoff illegal, RMB 260k payout 56:54 Madman Karp's three-act play: 6/29 product, 6/30 nine-point AI sovereignty manifesto, 7/1 "improvised" outburst 1:12:51 Doctrine backfires: he weaponizes "sovereignty", France uses "sovereignty" to swap Palantir for ChapsVision 1:25:21 Alibaba orders 7/3, effective 7/10: GPT not banned, Gemini not banned - only Claude 1:31:51 "The tenant was never supposed to live here": one company, two stories, and WaPo writes "spy on" 1:44:17 Decoupling hits the tool layer: Coinbase can't switch APIs midstream, the market votes with its feet 1:52:40 Schmidt's three-part remedy: not a change of heart, but fear of a new Luddite pitchfork revolt 1:58:05 Off the list: not safe - nonexistent Three threads in this episode. One: how Washington went from "laissez-faire" to "increasingly harsh and opaque" AI policy in a few weeks - no legislation, no hearings, no public rules - in the words of Dean Ball, a former Trump administration AI adviser; a classified benchmark arrives in August, and the red line itself is a secret. Two: Beijing is braking, not flooring it - 100 Baidu robotaxis frozen in Wuhan and new autonomous-driving permits suspended, a Hangzhou court ruling an AI-justified layoff illegal with a RMB 260,000 payout, regulators reining in AI companions. Three: "sovereignty" is 2026's favorite weapon - Palantir's Alex Karp uses it against closed labs, France uses it to replace Palantir with ChapsVision, and Alibaba bans Claude for "backdoor risk" while sparing GPT and Gemini. Decoupling has moved from the model layer to the tool layer - companies like Coinbase can't switch APIs midstream. And Taiwan: we make the strongest chips, but we can't use the strongest AI. Off the list doesn't mean safe. It means nonexistent. Is being on no list at all safety - or nonexistence? Drop your "list position" in the comments! [Support the Channel] PayPal: https://paypal.me/HsuehHeng ECPay: https://p.ecpay.com.tw/706363D O'Pay: https://reurl.cc/eENAEm [TikTok]   / luciferchu1   [Twitch]   / otakuarmy2   [Threads] https://www.threads.com/@lucifer.chu [Facebook]   / myoops   [Join YouTube Membership] https://reurl.cc/raleRb [Subscribe] https://reurl.cc/Q3k0g9 Merch: https://shop.lucifer.tw/ [Discord]   / discord   LINE Community: Lucifer Chu's Wanshitong Agency [Personal Opinion Disclaimer] All content on this channel represents Lucifer Chu's personal views, for reference only. Contact email: [email protected] #朱學恒 #AI主權 #Lutnick #Anthropic #Claude #Palantir #Karp #阿里巴巴 #蘿蔔快跑 #Schmidt #NVDB #名單之外 #阿宅反抗軍 #朱學恒的阿宅萬事通事務所