Artificial intelligence (AI) has stirred up more controversy than most things in the past five years. Ever since the introduction of accessible generative AI in 2022, institutions, universities, students, scholars, activists, cognitive specialists, public policymakers and members of the public have all been divided over the ethics of its use. As of the beginning of this month, even the founders of AI companies have taken the same stance. Dario Amodei, chief executive of Anthropic, released an essay calling on AI companies to slow the development of their most advanced models, as the safeguards currently in place are unable to keep up. Shortly after Amodei’s essay, his position was endorsed by Sam Altman of OpenAI, Elon Musk of xAI, Demis Hassabis of Google DeepMind, and Satya Nadella of Microsoft. In addition, Sam Altman said that OpenAI will not be going public in 2026, as further safety advances are still required. While on the surface this may seem like a development in the collective conscience, the problem is far more multifaceted and layered – leaving the industry and the intended audience divided.
Take a look at the products that each AI giant sells. Amodei, Altman, Musk and Hassabis sell models, while Nadella sells the cloud those models run on. Both groups have advised slowing down. On the other hand, Jensen Huang, founder, president, and CEO of Nvidia, sells the chips that these companies buy before they can build anything. Huang does not advise a slowdown and has instead asserted that AI does not need new legislation because market forces can push companies towards safe innovation without the need for regulation. Mark Zuckerberg, whose company gives its models for free, warned that the proposal could expose companies to greater legal risks.
The common thread between these divisive recommendations is profit. Some companies will benefit from a slowdown, while others will earn greater profits by moving faster. Nvidia’s ability to charge high prices has benefitted from the intense competition between these AI companies, which fear falling behind their rivals. If this competitive pressure decreases, companies may be less willing to pay a premium for Nvidia’s chips. Hence, Huang’s opposition to the proposal may reflect both genuine concerns and Nvidia’s commercial interests.
In the world of AI, antitrust law prevents these companies from holding private meetings to decide what they can and cannot do. This is intended to prevent them from coordinating the pace of development and engaging in unfair competition. However, some of these AI companies have now come forward arguing that they should be allowed to work outside antitrust law for the sake of technological safety. Huang and David Sacks, the White House AI lead, have been critical of this request, as it could reduce competition and increase the influence of these AI companies over their rivals. Sacks also questioned the independence of nonprofit evaluators tasked with evaluating AI safety “independently”. In essence, he asks: how is it fair for one company to inspect another?