Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?

Podcast: More or Less · Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

Opublikowano: 2026-09-18

Finally, a full house week where Sam is back from New York and the squad is back for a full dive into this week’s AI drama. Anthropic's Dario wrote a long essay calling for the AI race to slow down, weeks before a multi-trillion dollar IPO. Dave's read: Anthropic must be losing. Sam's read: the labs are bad businesses with no compounding advantage, so regulatory capture is the only move left. Also this week: Sam's theory that OpenAI and Anthropic only become valuable as defense companies holding unreleased models in reserve, the poly-agent debate over whether nor...