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Anthropic wants to slow AI development down, and Sam Altman, Elon Musk and Demis Hassabis are backing the direction of Dario Amodei's proposal. These are usually fierce rivals. Now they're calling for a slower pace, outside evaluators and shared safety standards. I'm sceptical about what the biggest AI companies stand to gain.
I go through Amodei's essay, "We Must Pace the Frontier", and the full posts from the people supporting and challenging it. David Sacks tells the labs to slow down themselves. Cohere's Aidan Gomez calls out a possible cartel. Donald Trump wants America to stay ahead of China.
We also look at recursive self-improvement, OpenAI's growing use of coding agents, METR's role as an evaluator, and the problem of verifying an international agreement. AI safety deserves serious attention. So do the costs of delaying useful tools and making it harder for smaller companies to compete.
Recorded 14 September 2026.
Previous video on Jacob Coxon: https://www.youtube.com/watch?v=6gcpXBLmwPE
Self-improving AI explained: https://www.youtube.com/watch?v=Os-s26O_W08
00:00 AI rivals suddenly agree
01:32 Dario, Sam, Musk and Demis
02:52 The Jacob Coxon connection
04:12 What does AI pacing mean?
05:21 Embedded evaluators
07:05 Pacing within democracies
08:36 Can a global slowdown work?
09:54 Recursive self-improvement
11:45 David Sacks: then slow down
16:19 Aidan Gomez and the cartel accusation
18:40 Who checks the checkers? METR
24:06 Derek Thompson's four-point argument
25:19 Slowing down has a cost
27:19 Safety and commercial self-interest
• Rival AI labs broadly agree on pacing, but the rules are still being debated.
• Outside evaluators need access, independence and the ability to publish findings.
• Expensive compliance requirements can favour the biggest companies.
• Any international slowdown faces the problem of verifying what other countries do.
• Delaying useful AI carries costs for medicine, work and smaller businesses.
*SOURCES AND TOOLS MENTIONED*
Dario Amodei's essay: https://darioamodei.com/post/we-must-pace-the-frontier
Dario's announcement: https://x.com/DarioAmodei/status/2098773920774074715
Sam Altman's full post: https://x.com/sama/status/2099348812305473766
Sam's initial response: https://x.com/sama/status/2098811563415150910
Elon Musk: https://x.com/elonmusk/status/2098789109980332057
Demis Hassabis: https://x.com/demishassabis/status/2098909516582490602
David Sacks: https://x.com/DavidSacks/status/2098973625252708460
Aidan Gomez: https://x.com/aidangomez/status/2098828132396449939
OpenAI's research acceleration data: https://openai.com/index/research-acceleration-view-inside-openai/
METR's disclosures: https://metr.org/about
Trump's original video: https://x.com/RapidResponse47/status/2099155148576542928
Derek Thompson: https://x.com/DKThomp/status/2098819497821917480
Ethan Mollick: https://x.com/emollick/status/2099134552807522610
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