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by bryan0
5 hours ago
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I agree. There are 2 groups of people: 1. Those, like OP, that believe AI danger and disruption is all hype to boost valuations. 2. Those, like myself, that believe AI danger and disruption is very real and presents dilemmas (but also opportunities) for society, so we must tread carefully. The first position is not logically consistent with reality. The danger is real: we have already seen hints about how this will impact everything from jobs to warfare to mental health. that danger does not increase valuation, in fact it does the opposite because of the need for government regulation. |
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For frontier leaders, regulation is a competitive moat. At trillion dollar scale, compliance teams, legal and lobbyists are a tiny fraction of opex. For emerging startups, early regulation of a new market is a substantial barrier to entry.
That said, I think Anthropic blundered into their current Fable mess unintentionally by underestimating just how much they pissed off the current administration by refusing to let the DoD use Ant's AI's for all the domestic spying and lethal combat ops they want.