AI is not following the playbook of the consumer internet. It is following the playbook of the early semiconductor industry — capital-heavy, physical, strategically vital, and entangled with state power from the start.
On June 12, 2026, one US directive switched off Anthropic’s two most capable models for every foreign national on Earth — including the company’s own foreign staff. Anthropic complied within hours. Every customer on the planet lost access to the frontier tier.
Two things follow. First, the geopolitical layer at the top of the AI stack is not just a place where alliances get built. It is also a kill switch. Second, open-source frontier models — the supposed escape hatch — are not actually an escape, and the semiconductor analogy tells you exactly why.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
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