tszzl: frontier lab equity value is unknowable — nationalization or slowdown both possible

tszzl · x · 2026-10-28

AI researcher tszzl says he has no idea what frontier lab equity is actually worth: a big top-down slowdown could make frontier models uncompetitive, and total nationalization also seems possible. "Anything could happen with this technology," highlighting the deep policy and valuation uncertainty around leading labs.

Related event: AI Researcher Doubts Frontier Lab Equity Value, Citing Nationalization Risk(2 posts)→

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