Anthropic's valuation is driven by its revenue growth. Export controls harm this. Hype certainly plays a role, but it's simply not the case that revenue is not a major part of the picture.
I have never understood this line of thinking. Why would a company warn that their technology is dangerous if it wasn't? Looking at the ongoing Mythos export control issue, it's obviously not good for profits. If you assume AGI is possible, you must agree that it would be at the very least profoundly destabilizing. The companies are built around this assumption.
People are responding negatively to what looks very much like vaporware from a company stepping way outside its domain into medical imaging with a bizarrely positioned announcement post. Medical imaging is a very active field of research with many brilliant minds working on it. If this were truly an MRI killer, they would not be announcing it as a spa.