The UK commentariat will spend this week deluded about the Anthropic situation. “It’s just Trump.” “It’s a one-off.” “We can build our own.” “We don’t want or need crappy American AI anyway.” None of it holds up. US has been using AI as a geopolitical lever since 2022. Chip controls, model weight restrictions, Chip Security Act embedding trackers directly into hardware, and now model restrictions. The direction of travel is clear. The UK has four AI Growth Zones, two without delivery partners, and OpenAI paused its Stargate UK data centre in April. Powering a data centre here costs four times what it does in the US. It is illegal to build LLMs that could compete with Claude because we cannot train models in the UK under our copyright laws. The idea we will build our own infrastructure under business as usual is unrealistic. We need to adopt. We need the productivity gains. Debt servicing costs are at historic highs, the tax burden is already at a 70-year peak, and the OBR’s long-run projections assume some productivity recovery. If professional services (the one sector generating real trade surplus) gets automated away by American AI while UK firms lag on adoption, the fiscal math becomes genuinely dire. Under current trajectories, we will arrive late, dependent on foreign infrastructure, with no domestic capability and no leverage. Nobody is taking this seriously enough and I’m feeling despondent.