Serenity: Anthropic Should Strengthen Model Protection Rather Than Blame Policy Restrictions

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On June 28, market analyst Serenity commented on a report stating that Zhipu AI has matched Anthropic in cybersecurity benchmarks. He argued that Anthropic should focus on enhancing model protection rather than blaming regulatory policies. Serenity noted that rumors of model distillation had circulated prior to Fable’s release. He emphasized that AI competition involves not only capital investment but also safeguarding core model capabilities. Risk-on assets may benefit from stronger model security and reduced API-based leaks.

Huo Xing Cai Jing reports that on June 28, in response to the WSJ's report that China’s Zhipu AI has matched Anthropic in certain cybersecurity benchmark tests, market observer Serenity stated that rather than attributing this outcome to U.S. government policies, it is more accurate to conclude that Anthropic has not established sufficiently robust model protection mechanisms to prevent model distillation. Serenity noted that before Anthropic released Fable, rumors were already circulating within the industry that Chinese teams were capable of distilling its models. He believes that the key to AI competition lies not only in investing heavily in capital expenditures (CapEx) to build technological moats, but also in safeguarding core model capabilities and avoiding the inadvertent surrender of成果 through excessive API calls or similar methods.

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