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Serenity: Anthropic should strengthen model safeguards instead of blaming policy restrictions for AI competition.

2026-06-28 03:58:58

Abstract generation in progress

Mars Finance News, June 28 – In response to a WSJ report that China's Zhipu AI has matched Anthropic in some cybersecurity benchmark tests, market participant Serenity said that rather than attributing this outcome to U.S. government policies, it is more likely that Anthropic has not established sufficiently robust model protection mechanisms to prevent model distillation. Serenity noted that even before Anthropic released Fable, there were already rumors within the industry about Chinese teams being able to distill its models. He believes that the key to AI competition lies not only in investing massive capital expenditures (CapEx) to build a technological moat, but also in protecting core model capabilities and avoiding "handing over" achievements through extensive API calls.

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