My pet conspiracy theory: Both companies have seen outcome saturation. That's not good for IPO's or PR.
Instead, they say they will "hit the brakes" because of safety concerns and this provides a palatable narrative for logarithically improving models.
This theory must assume also that all the "AI hacks" are actually a PR stunt.
I think that's a reasonable position: Wimpy sandbox and major token burn and of course you get some kind of exhilaration.
toomuchtodo•7m ago
It conserves capital until IPO by reducing spending on model development (very expensive vs providing inference), extending runway to make it to IPO to dump on retail.
kooi•45m ago
Instead, they say they will "hit the brakes" because of safety concerns and this provides a palatable narrative for logarithically improving models.
This theory must assume also that all the "AI hacks" are actually a PR stunt.
I think that's a reasonable position: Wimpy sandbox and major token burn and of course you get some kind of exhilaration.
toomuchtodo•7m ago
https://en.wikipedia.org/wiki/Prisoner's_dilemma