Asian AI startups launch Mythos-like models as Anthropic’s export ban drags on
Asian AI startups launch Mythos-like models as Anthropic’s export ban drags on
随着 Anthropic 出口禁令持续，亚洲 AI 初创公司推出类似 Mythos 的模型
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.
据报道，中国网络安全公司 360 于周三发布了名为“图龙峰”（Tulongfeng）的 AI 工具，该公司称其性能可与 Anthropic 的 Mythos 相媲美。Mythos 是一款专注于网络安全的 AI 模型，据称功能极其强大，以至于特朗普政府目前已禁止非美国公民使用该模型及其限制版 Fable 5。
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.
同周早些时候，总部位于东京的 AI 初创公司 Sakana AI 发布了名为“Fugu”（日语中“河豚”的意思）的模型。该公司表示，这款前沿 AI 模型“与 Anthropic 的 Fable 5 和 Mythos Preview 等领先模型并驾齐驱”。它还专为智能体（agents）设计，能够通过 API 协调对其他模型的访问。
The two new Asian model products come as the U.S. government’s ban drags on. It’s 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. It’s website advertises “delivering frontier capability without the risk of export controls.”
这两款新的亚洲模型产品是在美国政府禁令持续的背景下推出的。两周前，美国政府下令禁止 Anthropic 向全球提供 Mythos 和 Fable 的访问权限。Sakana AI 的一位发言人告诉 TechCrunch，其新模型的发布“纯属巧合”，但这并没有阻止该公司利用这一时机。其网站宣传称：“在没有出口管制风险的情况下提供前沿能力。”
“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 Fugu 是我们从去年开始构建的——其背后的研究成果已于今年春天在 ICLR 上发表，它反映了我们在 Sakana AI 提供前沿价值的核心方法。我们对产品本身的实力充满信心；发布时间恰好与一个使其获得超预期关注的时刻重合了，”该发言人在谈到在 Mythos/Fable 出口禁令期间发布产品时说道。
Sakana, co-founded in 2023 by former Google researchers Ren Ito, Llion Jones and David Ha, 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.
Sakana 由前谷歌研究员伊藤炼（Ren Ito）、Llion Jones 和 David Ha 于 2023 年共同创立，致力于开发经济实惠的生成式 AI 模型，这些模型在小数据集上表现良好，并针对日语和日本文化进行了优化。虽然该公司将 Fugu 的目标客户定为希望减少对日益收紧的出口管制依赖的日本企业和政府机构，但它尚未宣称亚洲将永久性地转向脱离美国 AI。
“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.”
“美国模型对亚洲仍然很重要，”该发言人表示。这一观点与联合创始人伊藤炼上周在埃维昂 G7 峰会上发表的言论一致，当时 AI 访问权限和出口管制是核心议题之一。“我们倾向于将当前时刻描述为一种阶段性状态，而不是永久性地向任何一方阵营重新靠拢。”
Sakana co-founder Ren Ito elaborated on that view in an op-ed published in the Project Syndicate last week. He urged the US federal government, that 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.”
Sakana 联合创始人伊藤炼在上周发表于《世界报业辛迪加》（Project Syndicate）的一篇评论文章中详细阐述了这一观点。他敦促美国联邦政府考虑将“保持访问权限”作为对美国最亲密盟友的“首要任务”，并主张“AI 不应成为一种被囤积的技术；它应该是一种共同发展的技术。”
David Ha, co-founder and CEO of Sakana, described Fugu as more than just a land grab during a vulnerable moment for a US 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.”
Sakana 联合创始人兼 CEO David Ha 将 Fugu 描述为不仅仅是在美国竞争对手脆弱时刻的“圈地”行为。它旨在协调多个模型之间的智能体使用。“编排模型（Orchestration Models）是超越更大模型的下一个前沿，”他在 X 上写道。他认为，依赖单一供应商提供国家基础设施是一种风险，而近期的出口管制使这种风险变得无法忽视。“顶级模型的访问权限可能会在一夜之间消失，”他写道，“集体智慧是应对这种权力集中的实际对冲手段。”
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 defence 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.
虽然总部位于东京的 Sakana 将 Fugu 定位为一种对冲策略，即一种保留而非取代对前沿 AI 访问权限的方式，但中国的 360 公司并非在进行对冲。据报道，这家中国公司发布了两款 AI 安全工具。“图龙峰”旨在自动发现软件漏洞，“易天阵”（Yitianzhen）则用于自动化网络防御和事件响应。然而，此次产品发布还传递了一个信息。据路透社报道，360 创始人周鸿祎将漏洞挖掘 AI 描述为国家战略资产，并指出了他所谓的“单向透明”风险，即某些参与者可以获得先进的漏洞检测能力，而其他人则无法获得。
Anthropic had been on a historic growth trajectory. The US 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, one in Beijing, have stepped into the space it left behind. Even if US 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.
Anthropic 此前一直处于历史性的增长轨道上。这家美国 AI 实验室表示，其 2026 年 5 月的年化收入已超过 470 亿美元。其中有多少依赖于亚洲企业客户尚不得而知。但在出口禁令生效后的几周内，至少有两家公司（一家在东京，一家在北京）填补了其留下的市场空白。即使禁令结束，美国公司能够重新赢得信任，但那些经过训练、能更好地理解当地语言和细微差别的本土替代方案，已经在填补这一缺口。360 未回应置评请求。