Trump voiced his discontent with the AI strategy of 'slowing down to mitigate risks,' a proposal put forth by Musk, Dario Amodei, and Altman. Concurrently, Fitch Ratings cautioned that a deceleration in the AI sector could precipitate a 35% drop in US stock values, potentially igniting an economic downturn in the United States, signaling that the AI bubble is increasingly challenging to manage. David Sacks, the White House's AI advisor, launched a scathing critique of Altman and Dario, arguing that if AI models pose a threat, leading firms should voluntarily pause development instead of tying safety pledges to regulatory advantages.
Altman declared that OpenAI will remain a private entity until at least 2026, hinting at a post-duopoly phase in the AI landscape, where computing prowess and resources become even more centralized. Anthropic (Company A) is gearing up for an initial public offering (IPO) and has inked a staggering $517 billion computing power agreement within just 11 months, aggressively expanding its computing infrastructure. Despite surpassing OpenAI in annualized revenue, Anthropic still lags in computing power reserves. Recently, Anthropic stirred up debates on AI extinction risks following a former employee's resignation letter, with Dario Amodei making frequent media appearances to address the concerns. He emphasized that his disagreements with the ex-employee are less significant than their shared views, while also cautioning against the rapid pace of AI advancement and the dangers of its misuse. He rejected the idea of ceding technical oversight to a single government and advocated for multinational collaboration in AI governance.
Moreover, Anthropic, OpenAI, and Google are engaged in clandestine discussions about forming an AI industry standards body. Altman backs the establishment of a testing and auditing entity, and Amodei has urged the government to provide antitrust exemptions to facilitate this initiative. However, this proposal has drawn opposition from David Sacks, Zuckerberg, and others. The CEO of Cohere questioned whether this move signifies monopolistic tendencies among the industry giants. Netizens also unearthed connections between METR, the third-party evaluation agency mentioned in Amodei's 'brake plan,' and Anthropic, accusing the giants of exploiting AI safety fears to push for stringent regulations and create compliance hurdles by controlling evaluation agencies, in a bid to monopolize the industry, with Anthropic potentially emerging as the leader.
