Nikesh Arora: AI labs can't afford to slow down, coordinated pacing may be the answer
annbordetsky · x · 2026-09-14
Nikesh Arora argues AI labs are locked in a race to generate revenue against enormous infrastructure capital commitments, making voluntary restraint irrational—but if the whole industry slows down together, the rules stay fair. He also flags rapidly rising model capabilities in cyber and math as a genuine risk.
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