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David Sacks when it comes to dunking on Dario and Sam for AI regulatory capture

95,549 просмотров • 1 день назад •via X (Twitter)

Комментарии: 3

Фото профиля Big Paper Carry
Big Paper Carry1 день назад

He’s the true libertarian GOAT

Фото профиля neo
neo1 день назад

Regulatory capture dunks are entertainment. Diligence still maps which AI vendors can capture your portco's roadmap via lock-in.

Фото профиля Hannes Hennche
Hannes Hennche22 часов назад

Just has 5% of the reach of the doomers, people don’t want to hear truth.

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Sacks: If Dario Got His Way on AI Regulation, It Would Destroy Anthropic David Sacks: “There's a huge irony in the fact that Dario did not get his way in Washington for the most part. Because I think if he had realized his dream of this highly regulated AI apparatus, I don't think (Anthropic) would be set up for a hugely successful IPO. Why? Because their whole right to charge this massive premium for tokens is because they're six months ahead of those open models, and that six months would be eaten up in the blink of an eye if they were subject to regulatory approval. Dario himself keeps writing these blog posts where he says, ‘We need an FAA for AI.’ You know how long it takes the FAA to certify and approve a new model, in this case for airframes? Minimum of five years! You're going to apply that regulatory framework to AI model releases?” @jason: “Game over.” Sacks: “Forget about it. Your six months will be gone like that. Your model will be commoditized, the Chinese competitors will catch up, and that's bad for the United States, it's bad for our competitiveness, it's bad for the AI race. But aside from just the geopolitical dimension, it'd be horrible for Anthropic as a company because, again, all their pricing power depends on them remaining in the lead. If they ever slip up and lose that six months, they're toast.” Jason: “What does that do to revenue?” Sacks: “Exactly. A decent subset of the market is willing to pay a premium for true frontier intelligence. But Anthropic and OpenAI are on that hamster wheel. They have to stay in the lead in order to justify that premium.”

The All-In Podcast

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