Four days after Washington cut foreign access to Anthropic’s top models, the fallout is clear — and it’s flowing to everyone but Anthropic. Cohere says it’s drowning in government inbounds, DeepSeek just closed a record $7.4B round, and China’s labs are slashing token prices up to 99%. The export control meant to protect America’s AI lead is fast-tracking the alternatives. Also this week: 144 poisoned npm packages turn the AI supply chain into an open credential heist.