Daily Discussion Tuesday 2026-09-15

AI Summary

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Score 1

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<< Just remember the next time you hear from every outlet how AI went 'rogue' again: there's a plan, and you're part of it.

As Adam Sharp writes for the DailyReckoning, most of the proponents of AI regulation advocate the creation of a sort of “FDA for AI”.

*"The government would conduct trials to make sure new models are safe. Companies would have to pay huge regulatory costs to get their models tested and monitor users.*

*Many smaller startups won’t be able to afford that.*

*Unless we prevent it, these laws will hand an oligopoly to the existing big players. Primarily OpenAI, Anthropic, and Google.*

*The tobacco firms ran this playbook back in the 2000s.*

*Philip Morris supported FDA regulation of the industry, because it gave them a big advantage. Today every new tobacco product has to go through the FDA. So new competitors are few and far between.*

*Great news for the incumbents.*

*This is one of the reasons I own Altria (MO), Philip Morris’ American division. The company prints money and hands out huge dividends. Competition is limited by law.*

*But if this happens in AI, it will be extremely bad for the country. Innovation will dry up...*

*The government would conduct trials to make sure new models are safe.*

*Companies would have to pay huge regulatory costs to get their models tested and monitor users. Many smaller startups won’t be able to afford that."*

Unless we prevent it, these laws will hand an oligopoly to the existing big players. Primarily OpenAI, Anthropic, and Google.

The tobacco firms ran this playbook back in the 2000s.

Philip Morris supported FDA regulation of the industry, because it gave them a big advantage. Today every new tobacco product has to go through the FDA. So new competitors are few and far between.

Great news for the incumbents.

This is one of the reasons I own Altria (MO), Philip Morris’ American division. The company prints money and hands out huge dividends. Competition is limited by law.

But if this happens in AI, it will be extremely bad for the country. Innovation will dry up...

The government would conduct trials to make sure new models are safe.

Companies would have to pay huge regulatory costs to get their models tested and monitor users. Many smaller startups won’t be able to afford that.

**Put more bluntly, it is the perfect moat to preach to investors as their trillion-dollar IPOs loom.** \>>

[https://x.com/zerohedge/status/2099867359452307469](https://x.com/zerohedge/status/2099867359452307469)

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