I feel like I'm taking crazy pills with how many smart people I read and respect are saying stuff like this.
The idea that the AI labs are suddenly, only now, just in September of 2026, advocating for AI safety, and that they just came around to this position bc of sudden financial precarity, is just completely, utterly, conclusively, 100% wrong.
Here's Dario Amodei telling Ross Douthat in February that he agrees with the case for slowing down; that he's in favor of "collaborating" internationally to organize a slowdown; that "I would be all for" a global slowdown. This was 7 months ago, when Anthropic's annualized recurring revenue was rising faster than any company in modern history. He's been saying stuff like this for years, when Anthropic was worth millions of dollars and when Anthropic was projected to IPO for trillions.
fwiw I think the actual reason leaders of AI frontier labs suddenly seem to agree to pace AI development is
(a) safety measures are currently so crap that they're likely to end up in court if not jail, and they all agree that no one wants that
(b) they see no major new model advancement coming up soon anyway and need an excuse
(c) shift in public opinion
the talk of existential threat is mostly there to keep you distracted and the stock market happy.