亚洲AI初创公司推出类似Mythos的模型
Asian AI startups launch Mythos-like models

原始链接: https://techcrunch.com/2026/06/27/asian-ai-startups-launch-mythos-like-models-as-anthropics-export-ban-drags-on/

继美国近期实施出口禁令,限制各方获取 Anthropic 公司先进的“Mythos”和“Fable 5”人工智能模型后,亚洲企业迅速推出了本土替代产品。 总部位于东京的 Sakana AI 发布了名为“Fugu”的前沿模型,旨在协调对多个 AI 代理的访问。联合创始人 David Ha 认为,过度依赖单一美国供应商会造成危险的依附关系,并指出“集体智慧”是应对地缘政治不稳定的必要保障。Sakana 强调,他们并非寻求完全取代美国技术,而是为面临访问限制的盟友提供至关重要的安全网。 与此同时,中国企业 360 发布了名为“图灵锋”(Tulongfeng)的 AI 工具,用于识别软件漏洞。创始人周鸿祎将这些能力定义为“国家战略资产”,强调了对美国出口管制所造成的“单向透明”问题的担忧。 虽然这对 Anthropic 市场份额的长期影响尚不明确,但这些产品的发布标志着重大转变。通过提供量身定制、符合当地语言习惯和细微差别的替代方案,东京和北京的企业正成功填补美国禁令留下的空白,这可能会降低亚洲企业未来对美国 AI 供应商的依赖。

《TechCrunch》近期一篇关于亚洲人工智能初创公司推出“类 Mythos”模型的报道,在 Hacker News 上引发了观点分歧激烈的讨论。 评论者们对这些新进展的影响看法不一。一些用户认为,西方的监管“门槛”以及对超级人工智能的恐慌心理,正在导致美国丧失竞争优势。相反,批评者则认为这些新模型缺乏原创性,指责这些初创公司只是在提取并重包装 Anthropic 现有的技术。 这场辩论也凸显了人们对大型人工智能实验室日益增长的不满。多位参与者认为,像 Anthropic 这样的公司不公平地垄断了公共互联网数据来构建其模型,并将它们关于人工智能“危险性”的言论斥为虚伪的恐慌散布。对于这些用户而言,无论来源如何,更廉价的替代模型的出现是一个值得欢迎的发展。
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原文

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.

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.

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.”

“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, 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.

“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.”

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.”

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.”

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.

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.

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