The AI regulation smackdown isn't over
Summary
At the start of this week, the who's-who of AI seemed — at least tentatively — on the side of AI regulation. Anthropic CEO Dario Amodei proposed a three-step plan for slowing AI development, including embedding third-party evaluators in labs, coordinating across the domestic industry, and forging international agreements potentially with government assistance. OpenAI CEO Sam Altman, Google DeepMind co-founder Demis Hassabis, and even Elon Musk publicly seemed to agree on aspects of all three things. Anthropic and OpenAI had already been dropping hints that they and other labs were working on some kind of joint effort.
Bubble analysis
This item is about AI regulation and industry self-policing, not about money: no investment figures, valuations or capex. It therefore offers almost no direct evidence on whether AI is in an investment bubble. At most it hints that leading labs worry development is moving too fast, but that is a qualitative statement and cannot measure the gap between spending and revenue.
Related signals
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