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None of the stuff about “AI slowdown” actually explains what that means or what’s being slowed down. Anthropic’s blog about it says they’ll still train new models. I guess if it’s a “slowdown” maybe that’s how hyperscalers could reconcile with letting them out of compute deals?

Also everything about this is framed in terms of what might happen, as if everything so far hasn’t been a result of the recklessness and unlimited resources of the frontier labs. We are nowhere near recursive self improvement! What’re they all on about?

There’s also a compelling theory that these companies don’t have an actual plan or strategy and being reactive the entire time!

On one hand, it seems pretty coordinated that they all agree on a slowdown, but you’ll notice that none of them seem to agree on what that means. Also: how do you frame “slowdown” with “keep buying NVIDIA GPUs”?