Fortune’s Jeremy Kahn analyzes the U.S. government’s reversal of export controls that had briefly blocked public access to Anthropic’s Fable and Mythos AI models, arguing the episode exposes a chaotic, ad hoc U.S. AI licensing regime that lacks transparent rules. He contends this uncertainty complicates efforts to compete with increasingly capable open-source Chinese AI models, which are harder to control through export restrictions. The piece frames the incident as symptomatic of broader incoherence in American AI policy.