Sam Altman commits OpenAI to independent evaluators with employee-like access, aligning with Anthropic's pacing proposal.

“I agree with Daario that we need to pace the frontier. This has been a primary topic of discussions we've had in OpenAI in recent weeks. Committing to having independent evaluators with employee like access is a great idea and we will do the same.”

The correct enterprise AI strategy is to use all models but remain independent of all of them.

“use all but be independent of all”

Physics is the only true law; human-made laws are merely recommendations.

“physics is the law. Um, and everything else is a recommendation.”

David Sacks argues that if unreleased models are scary enough to warrant slowing down, labs should act unilaterally rather than seeking permission or suspending antitrust law to form a cartel.

“If the unreleased models are scary enough that you think you should slow it down, I support your decision to be responsible. But stop pretending you need anyone else's permission. Stop pretending antitrust law has to be suspended so you can form a cartel.”

Greg Brockman declares that we are now in the AGI era, meaning AGI has arrived.

“I call this and we call this we're now in the AGI era.”

Carlyle turned down 20, 25% equity in Amazon because they wanted cash instead of a stake in an illiquid startup.

“'We don't want a piece of illquid company, a startup. That's not we want cash.'”

Short activism in resources is structurally difficult because geological claims are unfalsifiable, competing geologists cancel out and audiences default to believing the company.

“short activism in in resources was very difficult because, you know, we would say, well, the gold isn't in the ground. And the company would say, well, the gold is in the ground and we would wheel out our geologist and the company would wheel out their geologist and lo and behold, you know, most people want to believe the company's geologists because we're evil shortsellers. kind of like trying to prove the existence of God.”