Damodaran Calls AI Slowdown Pact 'Suspicious': Secret Admission of Training-to-Inference Shift?

pdamodaran · x · 2026-09-13

Investor P. Damodaran is deeply suspicious of the labs' collective agreement to slow down AI, noting they have never taken their words at face value and asking who benefits and who loses.

He offers two interpretations: it could be a clear admission that workload is shifting from unnecessary training to inference, or an admission that the current stack is inefficient and needs improvement from several angles.

Related event: Skeptics Question Frontier Labs' Call to Slow AI Development(2 posts)→

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