Fetching from the wire…
Policy2026-09-17 · source-backed
Trump framed the concern as an anti-competitive attack on American data centers benefiting China. Zvi Mowshowitz, writing September 16, admits he had earlier cautioned against reading too much into Trump's initial statements and was wrong, names Jensen Huang as the likely influence on the hardened position, and names David Sacks as having joined "the Usual Suspects" and Zuckerberg as blocking action at Meta. He credits Ron DeSantis, Mike Johnson, Rick Scott and Spencer Cox with constructive Republican engagement. A writer publicly marking their own wrong call is rarer than it should be.
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Three separate things happened in about 36 hours, and together they mark the week the pacing debate stopped being a debate among labs. Trump posted on Truth Social that AI safety concerns are a "HOAX" and that the only control or guardrails AI needs is a "STRONG AND SMART (Hig...
Dario Amodei published "We Must Pace the Frontier" on September 12. Altman and Musk agreed within hours. Hassabis called the direction correct. By Monday morning the market had priced it. Nasdaq 100 futures fell 1.5% and S&P 500 futures 0.8%. Nvidia dropped 3%, AMD 5.7%, and A...
His argument is that every lab can pace itself without industry coordination, citing Meta's months-long delay of Muse from a planned April launch to September 8 for safety and security work, with the line that Meta "didn't call for everyone else to do this before we would." He...
The Wall Street Journal reported the three persuaded Trump to halt a framework Demis Hassabis had put forward. It's the sharpest public evidence yet of the frontier-lab split on pacing, with DeepMind's CEO on the regulation side and Meta, NVIDIA and xAI leadership against, and...
Trump's State of the Union announced tech companies must "build, bring, or buy" their own power for AI data centers. Amazon, Google, Meta, Microsoft, OpenAI, xAI, and Oracle will sign March 4. US data center energy demand expected to triple by 2028. Critics call it unenforceab...
Luu's September 1 post drew 852 points and over 1,000 comments, walking predictions from February 2024 through November 2025 after removing unfalsifiable and tautological ones. Misses include "AI has peaked" (Feb 2024), Meta "dying" (Nov 2024) against revenue going $135B to $2...
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