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Let's talk about a crack in the AI narrative. The Information reports that companies like Nvidia and Palantir are starting to demand restrictions or even suspension of Anthropic and OpenAI's most advanced models, fearing their own intellectual property might be used for training. When things are booming, no one mentions this, but once major clients start guarding against you, it means the foundation of trust is weakening. I'm not saying the bubble will burst tonight.