David Sacks：OpenAI与Anthropic无需监管
David Sacks：OpenAI与Anthropic无需监管约束
David Sacks
大卫·萨克斯
@DavidSacks
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead. You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement. I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow 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. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier. Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want. Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well. So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it. If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
达里奥曾写道，我们需要“控制前沿的发展节奏”，山姆也表示同意。我的回应可能会让一些人感到惊讶：放手去做吧。你们就是前沿。以任何合理的指标——市场份额、收入增长、模型能力——来看，你们二人对前沿智能形成了双头垄断。你们还声称，由于递归式自我改进，领先优势正在扩大。我在实验室里没看到你们所看到的东西。如果那些尚未发布的模型足够可怕，以至于你认为应该放慢脚步，我支持你做出负责任的决定。但别再假装你需要别人的许可。别再假装必须暂停反垄断法以便你们形成卡特尔。别再假装你需要一个凌驾于产品责任之上的监管审批流程。别再假装 METR 是独立的，而它实际上与 Anthropic 的投资者和员工交织在一起。别再假装你需要同样的评估者去监管那些甚至都不在前沿的竞争者。最重要的是，别再假装放缓发展的动机纯粹是利他的。如果你的产品促成了真正具有破坏性的网络攻击，你将面临巨大的产品责任风险。市场已经会对行为不可预测或未经授权的模式进行惩罚。在 Hugging Face 事件之后，OpenAI 和 Anthropic 为了可靠性和可预测性而牺牲一些原始算力，这仅仅是良好的商业策略。你可以称之为对齐（alignment）。这也只是给客户提供他们想要的东西。控制前沿的发展节奏也将为关于监管的更明智的对话创造空间，而不是像伯尼·桑德斯那样喊出“全部关停”。正如你所知，中国非常不可能加入全球协议，这一点也必须考虑到。所以放手去控制前沿的发展节奏吧。是你们在设定前沿。不构建超级智能的最简单方式，就是你们同意不去构建它。将你们偏好的监管框架作为交换条件，看起来就像是对公众和政治体系的勒索。那就直接做吧。如果你这么做，将为下一次对话积累善意。如果你不这么做，我们就知道这不过是又一次寻求监管俘获的尝试——或者是一次选举季的心理战操作。
3:14 AM · Sep 13, 20268.2MViews
凌晨 3:14 · 2026年9月13日 820万次查看
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