On the afternoon of June 12, 2026, two stories ran in parallel. SpaceX executed the largest IPO in market history and Elon Musk crossed into trillionaire territory. Hours earlier, at 5:21 p.m. ET, Anthropic received a letter from Commerce Secretary Howard Lutnick ordering the immediate suspension of access to Claude Fable 5 and Claude Mythos 5 for any foreign national—inside or outside the United States, including Anthropic’s own employees. By the next morning both models were offline for every user worldwide.