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David Sacks: OpenAI and Anthropic Don't Need Regulations to Pace Frontier Models

https://twitter.com/DavidSacks/status/2098973625252708460
61•kolanos•1h ago

Comments

Insanity•47m ago
They’ll slow down not because they “are worried” but because their improvements are stagnating as they hit financial and technical challenges.
kypro•30m ago
> 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?

Zenul_Abidin•24m ago
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.

tuvix•15m ago
Why would someone hold the opposite opinion?

It’s much more likely that our current approach to large language models for general use will eventually show diminishing improvements (even if you think it hasn’t yet), than the opposite situation where valuable improvements can be made forever.

The threat of distillation and efficiency gains from competitors mean that providing value at the top end of the market is an existential necessity for these labs. I don’t think they can do that forever and, in my opinion, for the vast majority of use cases we’ve already reached very little improvement for new models when compared with available offerings.

johnnienaked•6m ago
How can you not believe it? Neither of them are even close to making a profit and the market is saturated with cheaper alternatives.

This is a ploy for regulatory capture.

asdfman123•21m ago
Actually, one of the major challenges they'll face is getting enough electricity. That could stop AI growth in its tracks.
socalgal2•43m ago
Admits China won’t stop but says USA’s top should. Reminds me of City in the Edge of Forever
mrweasel•10m ago
Unsure about your reference, but is your argument: Someone else is doing it, so I should be allowed to as well.

That's basically the western companies complaining that they can't compete with China because Chinese companies are allowed to polute more, so they would be allowed to polute as well. I don't buy that. Once you realise that you're doing something wrong or dangerous, you stop, regardless of what everyone else is doing and what rules they have to follow.

elicash•34m ago
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.

Founderarcstone•32m ago
this is like a real-world game of thrones episode.
tjwebbnorfolk•31m ago
poor Anthropic
elicash•30m ago
A principled individual could dislike Anthropic and still not favor using government to punish speech.
Zenul_Abidin•25m ago
Will someone please think about Dario?
kypro•28m ago
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.

nba456_•29m ago
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.
esafak•19m ago
And kids don't need parents to eat their vegetables and do their homework.
vatsachak•11m ago
They actually don't
layer8•4m ago
…if all kids are in agreement that they should do just that.
SpicyLemonZest•8m ago
No, that’s not accurate. An agreement among competitors to not engage in research that would let them outcompete each other is clearly an antitrust issue requiring a government waiver.
biophysboy•25m ago
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.
vatsachak•19m ago
The first time I have agreed with David Sacks
toss1•8m ago
Yup. Sacks has been so catastrophically wrong about everything else (especially geopolitics), this prompts me to reconsider my opinion on this.
throwaway63467•19m ago
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.
daveguy•10m ago
But.... Money.

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David Sacks: OpenAI and Anthropic Don't Need Regulations to Pace Frontier Models

https://twitter.com/DavidSacks/status/2098973625252708460
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