Beyond the Click...Mythos Come, and Mythos Go

研报英文原文证据摘录

Beyond the Click...Mythos Come, and Mythos Go

June 22, 2026 | 11:26 ET~

Internet

Beyond the Click...Mythos Come, and Mythos Go Internet

Brian J. Pitz Analyst

brian.pitz@bmo.com (212) 671-8052

David Lustberg Analyst

Bottom Line: David.lustberg@bmo.com (332) 274-9716

Anthropic's Mythos/Fable 5 models go offline amid government concerns about their Stan Velikov, CFA Analyst

capabilities. META's Threads reaches 500M MAUs. RBLX launches Roblox Kids and Roblox stan.velikov@bmo.com (415) 216-2047

Select accounts globally, ushering in a new era of online safety for children. Grow a Charlotte O'Hanlon Associate

Garden 2 launches on RBLX. The UK will begin enforcing a social media ban on users charlotte.ohanlon@bmo.com (347) 514-0382

under 16 in Spring 2027; SNAP is likely most exposed. TRIP sells TheFork to American Michael Arias Associate

Express for $700M. DKNG and other NY Sportsbook operators see strong Handle growth, Michael.Arias@bmo.com (332) 274-9760

but worst weekly Hold on record, likely driven by the Knicks' championship run. Legal Entity: BMO Capital Markets Corp.

Key Points What's Inside

We discuss the latest trends across the entire InternetMythos / Fable 5 Models Go Offline — After the US government issued an export

landscape, including artificial intelligence, digitalcontrol directive to suspend access to the model by foreign nationals, Anthropic

advertising, advertising technology, e-commerce,decided to disable access to all customers to ensure proper compliance. The decision

general marketplaces, online travel, and interactiveunderscores the power of Anthropic's models and their current leadership position.

media.

Threads Reached 500M MAUs — Which is up from 400M MAUs in August 2025 and

underscores the meaningful user growth that the platform continues to see.