"Frontier AI companies probably can’t leave the US" by Anders Woodruff

It's plausible that, over the next few years, US-based frontier AI companies will become very unhappy with the domestic political situation. This could happen as a result of democratic backsliding, weaponization of government power (along the lines of Anthropic's recent dispute with the Department of War), or because of restrictive federal regulations (perhaps including those motivated by concern about catastrophic risk). These companies might want to relocate out of the US.

However, it would be very easy for the US executive branch to prevent such a relocation, and it likely would. In particular, the executive branch can use existing export controls to prevent companies from moving large numbers of chips, and other legislation to block the financial transactions required for offshoring. Even with the current level of executive attention on AI, it's likely that this relocation would be blocked, and the attention paid to AI will probably increase over time.

So it seems overall that AI companies are unlikely to be able to leave the country, even if they’d strongly prefer to. This further means that AI companies will be unable to use relocation as a bargaining chip, which they’ve attempted before to prevent regulation.

Thanks to Alexa Pan [...]

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Outline:

(01:34) Frontier companies leaving would be huge news

(02:59) It would be easy for the US government to prevent AI companies from leaving

(03:31) The president can block chip exports and transactions

(05:40) Companies cant get their US assets out against the governments will

(07:19) Companies cant leave without their US-based assets

(09:36) Current political will is likely sufficient to prevent the departure of a frontier company

(13:38) Implications

The original text contained 2 footnotes which were omitted from this narration.

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First published:
February 26th, 2026

Source:
https://www.lesswrong.com/posts/4tv4QpqLECTvTyrYt/frontier-ai-companies-probably-can-t-leave-the-us

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Narrated by TYPE III AUDIO.