Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Proudly wearing my @PalantirTech swag that @eliano was kind enough to send me! I love the company, the mission, and the philosophy of defending THE GOOD GUYS.
This is 2026. People cosplaying as things they don’t have the authority, the talent, or the track record to actually be. Just for content.
A mayor playing president. A founder playing operator. A content creator playing one-on-one thinking he’s a pro. A 25yr old with a ring light playing economist. Everyone auditioning. Nobody building.
Were raising a generation that learning the reward isn’t in doing the thing it’s in looking like you did the thing. The clip is the career. The pose is the product. The soundbite is the substitute for a life’s work.
Don't fall for distractions
I tuned into Joe Rogan yesterday and heard Bernie Sanders' economics, Barack Obama's foreign policy, and Ro Khanna's conspiracy theories.
And then I realized JD Vance was talking.
I want a candidate in 2028 who doesn't mirror the Democrats -- and who can win.
Mr. VP, this is not the way.
https://t.co/VcoYxzy89K
Our thoughts on the importance of AI sovereignty.
1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.
2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.
3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.
4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.
5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.
6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.
7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.
8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.
9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.
If you were 22 years old in 2011, you’ll miss out on more than $800,000 that you could have accumulated under the George W. Bush plan by the time you retire. https://t.co/YfY9FVo3Iw via @WSJopinion
“When Mark Carney said, ‘The middle powers should get together’—it’s a fantasy. They did that, it’s called Europe,” says Jamie Dimon, chairman and CEO of JPMorganChase. “The GDP of Europe has gone from 90% of America to 70%. And in our view, it will probably continue to erode over time because [of] high taxes.
🔗 Watch the full conversation: https://t.co/uDTOcHyxli
Most of my friends in Paris/London have a distorted view of the US, and sometimes a weird superiority complex.
They think only the top 1% lives well and everyone else is trapped in social collapse (guns, healthcare horror stories, obesity, politics, LA homelessness, NYC dysfunction).
Then they visit random suburbs in Texas, Florida or the Midwest and see middle-class families clearing $300k+/year with huge houses, multiple cars, space, AC, full restaurants, youth sports complexes and mass retail abundance.
The uncomfortable reality is that a lot of “ordinary” Americans live materially better than European elites.
Idk if it's media manipulation, denial of reality or straight ignorance, but we’re getting underclassed and most people only realize it when they land there.
He’s so incompetent, he can’t even make the point he’s trying to make. The U.S. relationship with the UK is closer than any other bilateral relationship and far beyond the U.S. relationship with Israel. It isn’t a partnership, it is a sacrosanct alliance in which almost all intelligence is shared (or was before Trump) and trust is implicit. It’s why chief of London Station is the coveted pre-retirement assignment for CIA officers. We spy on Israel and they spy on us. They are not in Five Eyes and won’t be. Vance just elevated Israel to a level they’ve never attained by way of trying to diminish them. He has no idea what he’s talking about.
JD Vance has confirmed Iran may have access up to 300 billion dollar reconstruction budget funded by the Gulf States if they honour their side of the deal.
The Pentagon is the only major agency that has never passed an audit, but somehow the proposal on the table is “give them less money and hope China chills out.” That’s vibes‑based foreign policy.