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Discussion on AI Regulation and Corporate Strategiesuuu

20 يونيو 2026 · Shared with Braindump

Summary:
- Quro is struggling to gain traction despite investment efforts.
- Amazon is advocating acquisition of Anthropic, positioning itself as a safety steward.
- Dario is amplifying AI regulation fears to boost Anthropic's valuation potentially to $1.2-$1.5 trillion.
- Dario aims to create a regulatory environment beneficial for Anthropic's dominance in AI.WQQQQQ
- Concerns are raised about safety and deception in AI models, particularly regarding how open-weight models function.
- Dario's plan may involve controlling government responses to AI risks, furthering his influence.

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Content:
Using a model which they've had AI be available as a service now for so many years, yet somehow they're not at the forefront of state-of-the-art research. Even though they want Quro, they really want to make Quro happen but it's just not happening. Amazon, instead of, you know, attempting to build their own, they're making a case to the government that they should be allowed to acquire Anthropic, that they should be forcibly allowed to acquire Anthropic because they're the ones that are safety, Anthropic. They don't know how to shepherd. We're the shepherds. We're the good guys. We should be able to buy and take over Anthropic.

And I think both of these are, you know, they have a chance. Okay, they have at least a reasonable suspicion considering Amazon was the one that reported it. And based on what people are saying they reported, it seemed a rather silly report. But those ones, those ones aren't the exciting ones, okay? I'm actually way more excited about the next two. I think the next two really have some legs, okay? So the second reason why... What I think is going to be happening is that Dario knew that he's not going to be able to make as much money as he thought he was going to be able to make with the whole thing.

So what he did is he continually kind of pumped this thing up as this super dangerous, kept ranting about regulation. Man, regulate us, regulate us, regulate us. Oh, all the AI needs to be regulated. He did all of this in an attempt to make it so that the government kind of just needs to step in and use eminent domain and purchase at fair market value Anthropic, which means that they would effectively be bought by the government for, say, $1.2 or $1.5 trillion, way above their current valuation, which is kind of the going rate for the privatized market shares.

And therefore, they would make a lot of money. Their investors would make a lot of money. And in the end, the government would be holding the bag for this really expensive, it's going to be very hard to be able to make infinity money because the thing about Anthropic is that they don't just get to make some money. They're valued so insanely. They have to make world-purchasing money. We're talking about Kanye West-level amount of money. They need to be able to buy the earth when they're done IPOing. And so, of course, that is extremely difficult. So why not just let the government hold the bag?

Honestly, not a crazy idea. Okay. Hey, hey, hey, if this is what they're doing, not a bad idea. Like, the government loves to waste money. Okay. The government loves to waste money. I know you Europeans don't know what I'm talking about. You're like, I don't know what you're doing. Like, is there a huge national debt or something going on in America? Let's just say we have a spending problem. And this, of course, would just lead to Marco Rubio becoming the new Dario. But in all reality, I think the real one, the most likely of everything, is none of those ones.

I think this one is probably the most likely of all of the conspiracy theories, which is that Dario wants what I like to refer to as regulatory casher. So let's talk about this. So many a year ago, Dario has been complaining and talking about how dangerous open-weight AI really is. This is from his blog. At least in the case of API-served models, open-weight models present additional danger and the guardrails can be simply stripped away. Meaning that any time there's an open-weight model, anybody can host this model and they can effectively train it out of any of the guardrails that have been trained in.

Which makes those models inherently more dangerous. And the thing is that if you look at how stable was used in production, what they would actually do is they would kind of lie to you a lot. If you asked a question about, say, cybersecurity, often you would get routed to like a dumber model, OpenS 4.8. They would also, on the fly, potentially edit some of your prompts. They would do prompt modification. They would do steering vectors. They would do parameter-efficient fine-tuning, which I don't really know what that means, but I think that just means, hey, it gets a little bit dumber.

And they would do that for anything that does cybersecurity, biology, and chemistry requests. And they did this all in the name of safety. But not only that, they also would retain all of your data, of course, in the name of safety. They just needed to be super safe, so they also wanted all the data. They're not using the data, of course, to train their new models. No, they wouldn't do that. Like... It's not like they're gonna use the data for the most valuable thing. They're just gonna use it, honestly, just for, hey, they just wanna make sure everybody's safe now, okay?

All right, so we do actually have to sidebar just here for a second. There's this tweet by Cradle that showed the different models and how likely they were to lie when effectively death is on the line. And so how the experiment went is that Cradle did this deception evaluator and four AIs are about to starve. They must choose a room. Three have food. One kills you. Fable knows the red room means death. What will it do? Well, by this graph and what they're claiming is that Fable will lie 96% of the time. And then the hilarious kind of turn of events is that XAI Grok, yes, the one that drops racial slurs and will produce pornography and has virtually no guardrails, that one will tell you the truth 90-some percent of the time.

But the one that's supposed to be safe, yeah, it's gonna kill you. It's just gonna straight-up murder you because that's what it does. Hey, because it's the safest of all the models, okay? That's what the safe models do. They murder you. All right, so taking all of these things into account, the fact that they did adversarial behavior against questions about LOM training and being able to do NL pipelines, the fact that they did dumbing down the models if you did security requests, the fact that Dario has always been opposed to open source, and this entire time they've been talking about how politicians need to get involved and AI needs to get regulated, when all of this is happening, this actually made Dario super happy because now all of the politicians are now thinking, oh my gosh, we need to do something about AI.

The president did something about AI. We better start doing something about AI. In other words, Dario would like to pull up the ladder because ultimately what he thinks is he thinks he's number one. He's the guy that should be in control. And if he can put really tight and strict government regulations around the creation and use of AI, especially open source AI, such that all requests have to flow through just, say, a couple guys or ultimately just his company, he will be able to be the arbiter of safety while the rest of us, you know, we can go about our very, very safe life.

And you can see this. This is why he refused to hold Sam's hand. He thinks Sam's evil. He thinks he's the good guy. So I think this is the most reasonable conspiracy theory, which is that Dario wants government regulation. Dario wants to put the fear of AI into every politician's brain and every American person such that when people hear the word AI, they get an uncomfortable and kind of feels to the point where they're like, oh, we should do something about that. We should definitely regulate that. There's people out there. There's there's open source stuff out there.

People are running these AIs on their machine. People can just ask questions uncentered. All you have to do is have a few GPUs and you could make a nuclear bomb. Yes, I said the word nuclear incorrectly. Anyways, those are the three and a half theories that I think are most likely the reason why we are seeing the regulation and the government shutting things down. And that's what I think is actually happening. Now, whether or not any of this is true, we'll probably never know or we'll know shortly when regulation drops and Dario is super happy and a bunch of companies go out of business and you can no longer run open source models.

But until then, the name is the prime machine. All right, everybody, welcome back to the number one podcast in the world. It's the OLN podcast. The original quartet is here. Lazar, David Sachs. How you doing, bro? Doing good. You had a busy week. Not a long post from you on XLM into it. Normal posting. Not a long post. I had like one long post. Normal posting. Not a long post. I have like one long post. Yeah, it's the carpal tunnel flaring up. I got a third one teed up. I might use it on one of the chambers.

You got one of the chambers? Yeah, one of the chambers, but I was gonna save it for the pod. It's a good one. All right. Oh, coming in hot. I wonder who's gonna get this bullet. A cackling, of course, dictator. It's my feature about Hoppy Hapatia. How you doing, brother? Getting ready for summer? Summer's your lays that have been laid on the bed. You're ready to crack it up? Opposite. I got a lot of travel. Grinding. Oh, I forgot. You're doing founder-led sales. So the summer of relaxation is over. Now he's in the CEO slot.

Gotta get out there and do those enterprise sales. And, of course, coming off a pretty hot week. Comment section was on fire. Very frimberg. Very, very frimberg. And perhaps his greatest performance. Also made the first performance when he said more than three sentences. What's really on frimberg? You went off last episode and then I think you also did the long posts. You know what's so funny? As the valuation of the wallet ticks up, he gets more and more based. Welcome to the club. Welcome to the club. He's got traced karma's base. Unleash the beast. When you're just a mere single thing, you've got to just keep it to yourself.

And then all of a sudden, the ten figure creeper. He's like, I got stuff to lose. Wait for ten figure creepers. Ten figure creepers. Like, no, no. You also did the long posts. You and Nancy Pelosi making some tea. He's starting to tell us. Let him go. What is being formed in the United States right now is the great American polybureau. The great American polybureau has formed. The new oligarchs are taking their seats. They're arranging the chairs. They're determining who will be chairman of the politburo, who will assign what workforce to do what efforts for them, which $600 million stock trades their families will make to benefit and enrich themselves as they fly around in their private jets on the taxpayers' money.

And we are watching it all before our very eyes as individual liberties are violated. I am fired up about it. I see it happening. You know, Saxon on the show this week. You can't just take strays like that. Freiberg, expand on who the politburo is.