Today on IMPULSE: the United States government ordered Anthropic to suspend foreign-national access to Fable 5 and Mythos 5, and the company disabled both models for all customers while disputing the technical basis for the order. The episode follows the institutional pressure outward: open-model sovereignty arguments, electricity allocation, state subpoenas, police evidence, and the public-market pricing of AI infrastructure.

• Anthropic’s statement and Axios’s reporting on the order and the Amazon-triggered timeline.
• Thomas Wolf, Ethan Mollick, and the open-versus-controlled access argument after the shutdown.
• Axios on data-center electricity demand, state AG subpoenas for OpenAI, and The Guardian on AI-created evidential material.
• SpaceX’s public-market debut and NVIDIA’s AgentPerf claims as AI infrastructure becomes an accounting problem measured in watts, racks, and capacity.