I guess what they really want is to limit sale of AI models to compliant vendors and then raise the bar to compliance just high enough so they can pass it but smaller labs can’t. There’s no moat, it’s an efficient market that drives margins to zero right now, of course they don’t want that, collusion of the big vendors is the next logical step.
Basically, continuously building out compute is costing these labs enormous amounts of money, which VCs and other companies have been bankrolling in order for them to develop powerful models.
So if the new models they can develop right now are less frontier, it could be a net loss on their balance sheets.
David Sacks is one of the most predictable VCs in Silicon Valley. He could have written "I still have the same thoughts; here's a link to my first and only opinion" and the post would have communicated the same amount of info.
You're being downvoted because you clearly have the wrong opinion. If you want upvotes here, please share a conspiracy theory about why the CEOs of AI companies might want to slow down.
It doesn't need to based in reality or even reasonable.
I guess what they really want is to limit sale of AI models to compliant vendors and then raise the bar to compliance just high enough so they can pass it but smaller labs can’t. There’s no moat, it’s an efficient market that drives margins to zero right now, of course they don’t want that, collusion of the big vendors is the next logical step.
He's right that if all the frontier labs are in agreement that they should slow down, they don't need the government to do that.
And kids don't need parents to eat their vegetables and do their homework.
They’ll slow down not because they “are worried” but because their improvements are stagnating as they hit financial and technical challenges.
Actually, one of the major challenges they'll face is getting enough electricity. That could stop AI growth in its tracks.
> because their improvements are stagnating as they hit financial and technical challenges.
I don't mean to be rude, but how is it even possible for someone to hold this opinion in mid-2026?
Can you explain why you believe this?
Basically, continuously building out compute is costing these labs enormous amounts of money, which VCs and other companies have been bankrolling in order for them to develop powerful models.
So if the new models they can develop right now are less frontier, it could be a net loss on their balance sheets.
The first time I have agreed with David Sacks
Admits China won’t stop but says USA’s top should. Reminds me of City in the Edge of Forever
David Sacks is one of the most predictable VCs in Silicon Valley. He could have written "I still have the same thoughts; here's a link to my first and only opinion" and the post would have communicated the same amount of info.
David Sachs wants to use government to punish people he disagrees with politically, like Dario.
He supported the Department of War's illegal actions against Anthropic.
He supported the Trump administration's temporary export controls against Anthropic, the first government-imposed pause.
He has said Anthropic has created a monopoly, implying that they should be broken up.
I don't take him seriously when he says he doesn't favor government action. He favors it when he doesn't like their speech.
this is like a real-world game of thrones episode.
poor Anthropic
A principled individual could dislike Anthropic and still not favor using government to punish speech.
Will someone please think about Dario?
You're being downvoted because you clearly have the wrong opinion. If you want upvotes here, please share a conspiracy theory about why the CEOs of AI companies might want to slow down.
It doesn't need to based in reality or even reasonable.