Why Do OpenAI and Anthropic Suddenly Want to Slow AI Down? - Uneasy Money

Summary

OpenAI and Anthropic's calls to slow AI development are debated as genuine safety concern, marketing, or regulatory capture. Tommy Shaughnessy argues Chinese open-source models like DeepSeek are innovating and cheap, threatening closed-source enterprise AI. The hosts also discuss Google's AI struggles, data constraints, and a conditional view that Google stock could rise 20% if it embraces open source and stops releasing its own models.

• OpenAI and Anthropic are calling for slower AI development, prompting debate over safety, marketing, and regulatory capture.
• Tommy Shaughnessy argues the labs may want a regulatory moat as cheap Chinese open-source models close the capability gap.
• The group discusses how Chinese open-source models can deliver most of the intelligence at a fraction of the cost.
• They criticize Google's AI execution and its locked-down enterprise, school, and health-data silos.
• Tommy says Google stock could rise 20% if it fully embraces open source and stops releasing its own models.
• The conversation also touches on pre-IPO audit pressure, model quality issues, and AI lab competence.
• The clip ends with an advertisement for 1inch Aqua.