On today’s Ben and Andrew begin with Andrew’s article on AI alarmism, the primacy of the effective altruists in AI risk conversations, and why these discussions are exhausting without more evidence, even as AI risk becomes the biggest story in American politics. From there: A distinction between regulation malaise five years ago and where we are today, the grind of modern software, and questions responding to Ben’s Update on Monday, including thoughts on why OpenAI and Anthropic won’t unilaterally slow down, why Sam Altman and Elon Musk were incentivized to agree with Dario Amodei, and an emailer who asks whether doomerism hysteria is crowding out more urgent economic questions. Then: Questions on China’s incentives in AI, the strategic benefits of chip sales and distillation, military implications of American lead in AI, and China’s messy cybersecurity situation. At the end: An ode to ApplePay, Walmart, and Walton Goggins (but not Matt LaFleur).

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@SharpTechPodcast Channel — YouTube

@Stratechery Channel — YouTube

Some of All Fears — Sharp Text

Pacing the Frontier, AI’s Digital Limits, AI Commissars — Stratechery Update

Anthropic’s Safety Superpower — Stratechery

Ralph Waldo Emerson Quote — Goodreads

AI Promise and Chip Precariousness — Stratechery

OpenAI Ads, Amazon Ads in ChatGPT, Walmart to Accept Apple Pay — Stratechery Update

Sharp Text on EZ-Pass History — Sharp Text

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