OpenAI Grants EU Access to GPT-5.5; Anthropic Withholds on Mythos
OpenAI's cooperation may set a benchmark, pressuring others like Anthropic to follow suit by Q4 2026.
What Changed
OpenAI has opened its GPT-5.5 Cyber model to the EU for a security review, demonstrating a distinct willingness to cooperate with regulators. In contrast, Anthropic has not granted access to its Mythos model despite multiple meetings. This situation underscores the challenge Europe faces in obtaining compliance from AI companies, relying heavily on their voluntary cooperation to effectively regulate the industry.
Strategic Implications
The proactive stance by OpenAI enhances its relationship with European regulators, potentially increasing its market leverage in the region. Meanwhile, Anthropic's hesitation could position them at a disadvantage, as regulatory cooperation becomes a key factor in alignment with EU policies. As Europe seeks to develop robust AI regulations, reliance on US-based AI companies highlights a strategic vulnerability.
What Happens Next
Given the ongoing dialogues, we can expect the EU to refine its approaches by year-end 2026, possibly imposing stricter regulations or incentives for compliance. The commission may push for more binding commitments from AI companies to ensure consistent regulatory access.
Second-Order Effects
The varying degrees of cooperation from US-based AI firms like OpenAI and Anthropic may influence the EU's future policy development, potentially leading to a more unified regulatory framework. As these discussions progress, adjacent markets, such as cybersecurity, could see shifts in compliance demands and technology innovation driven by regulatory influence.
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