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US Export Curbs Force Anthropic to Pull Top Claude Models; SpaceX IPO Ignites Tokenized-Equity Confusion
A nationwide survey of 51,993 Americans highlights a conflicted view of artificial intelligence: 64% cite job losses as their biggest fear, while the leading hope is AI's potential to cure diseases such as cancer. Employment anxiety topped concerns in every state, ranging from 71% in Iowa to 57% in Mississippi, and appeared across party lines. Daily AI users were markedly less worried than nonusers (54% vs. 70%). Other major concerns included cognitive dependency (56%) and misinformation (52%). Only 15% said they trust AI companies to manage the technology responsibly, the lowest trust score among all institutions tested.
The public unease tracks recent labor data. AI was linked to 38,579 US job cuts in May, about 40% of the month's total. Employers have attributed 87,714 reductions to automation so far in 2026, already above the 54,836 tied to the technology across all of 2025. In Washington, Senators Elizabeth Warren and Bernie Sanders have urged Congress to strengthen worker protections. Not all industry leaders agree: Amazon founder Jeff Bezos has dismissed the displacement thesis and instead predicts labor scarcity, even as his AI venture Prometheus raised $12 billion at a $41 billion valuation.
Separately, the US government issued an emergency export-control directive on Friday ordering Anthropic to immediately suspend access to its two most advanced models—Claude Fable 5 and Claude Mythos 5—for all foreign nationals, including Anthropic's own employees, citing national-security concerns tied to a potential jailbreak. Anthropic said the order's scope was so broad it disabled the models for its entire customer base to ensure compliance. Both models had been released only days earlier. Mythos 5, which was described as having fewer guardrails and a strong ability to uncover cybersecurity exploits, had been limited to a small set of select partners.
Anthropic said it complied but disputed the government's conclusions, calling the action an overreach. The company said it received only verbal evidence of a narrow, nonuniversal vulnerability—essentially prompting the model to review a codebase and fix software flaws—and argued similar capabilities are already widely available from rival systems, including OpenAI's GPT5.5. Anthropic warned that applying this standard industrywide would effectively stop new frontier-model deployments. Access to its other models is unchanged, and the company said it is working to restore the suspended ones.
Markets were also absorbed by what was billed as the largest public offering ever. SpaceX priced its IPO at $135 per share on June 11, raising $75 billion. Shares opened on Nasdaq at $150 on Friday morning and climbed to $164. The listing quickly spilled into crypto markets: retail traders sought exposure not only via Nasdaq shares but also through a redeemable token on Solana, tracker certificates on multiple exchanges, a wallet subscription campaign, and perpetual futures—a rare convergence of traditional and onchain rails around a single equity.
That crossover put a spotlight on a central fault line in tokenized stocks: the same ticker can represent very different legal claims. Onchain, Backpack Securities' SPCX token is backed 1:1 by a real share held in custody and is redeemable for the underlying equity through regulated ACATS/DTCC processes. By contrast, xStocks tracker certificates on certain exchanges offer no shareholder or voting rights, and their collateral may not always be the underlying shares. On the DEX side, Hyperliquid's cash-settled perpetual futures provide no claim on the company at all.
Together, the developments underscore how quickly AI and tokenization are advancing relative to frameworks governing ownership, control, and accountability. A key primary-source detail comes from SpaceX's own listing disclosures. According to the broker-dealer's official investor disclosure, the SPCX token on Solana was launched to coincide precisely with the Nasdaq debut, marking the first time a newly listed equity had a simultaneous onchain market from day one, with shares priced at $135 and trading opening at $150 Friday morning. COINOTAG said this redemption-backed structure should be treated as a benchmark distinguishing true equity rights from simple price exposure.