大型人工智能企业拟定监管俘获条款
Big AI sets out its terms for regulatory capture

原始链接: https://www.theregister.com/ai-and-ml/2026/09/14/big-ai-sets-out-its-terms-for-regulatory-capture-and-calls-it-pace-the-frontier/5296067

包括 Anthropic、OpenAI、微软以及埃隆·马斯克在内的各大人工智能企业领袖,正提倡一种被称为“与前沿步伐同步”(pacing the frontier)的自定监管框架。Anthropic 首席执行官达里奥·阿莫迪(Dario Amodei)建议放缓人工智能开发速度、部署“嵌入式评估员”,并协调全球安全标准。 批评者将此提议定性为“监管俘获”,认为这些亿万富翁正试图亲自制定旨在约束他们的规则。通过呼吁放缓发展,这些公司或许是为了减少竞争压力、保护投资者免受波动影响,并借助政府力量来遏制中国等国际竞争对手。 行业分析师(如高德纳咨询公司的 Daryl Plummer)对此仍持高度怀疑态度,质疑这些利他主义主张的诚意。与此同时,华盛顿对该提议反应冷淡。一些立法者担心这些措施可能会无意中“扼杀创新”,并将全球人工智能的领先地位拱手让给地缘政治对手。最终,普遍的共识认为,该倡议与其说是为了公共安全,不如说是为了保护行业主导地位并使这些公司免受其自身快速发展所带来后果的一项精心算计的策略。

最近的一场 Hacker News 讨论对 Anthropic 首席执行官 Dario Amodei 呼吁美国政府加强对人工智能行业的干预(特别是针对高端芯片的出口限制以及对“模型蒸馏”的打压)提出了批评。 批评者认为,这些提议属于“监管俘获”——即大型人工智能公司以安全为幌子,利用政策手段阻碍竞争对手和开源模型,从而巩固自身的市场地位。许多评论者认为,这些措施不仅适得其反,还可能促使中国加速芯片的自主研发与生产,而非达到减缓其发展的目的。 这场讨论凸显了人们对“大型人工智能”领导层日益增长的怀疑态度。用户表达了对该行业在多年倡导放松管制后转向贸易保护主义的不满,认为这些公司将维护自身的竞争壁垒置于真正的创新之上。这种怀疑情绪促使讨论中的许多开发者开始寻找替代方案,包括本地人工智能配置以及优先考虑数据隐私、且独立于“前沿”模型巨头的供应商。总体而言,参与者认为这些监管诉求不过是打着幌子,试图在确保长期利润的同时,将全球竞争的复杂性转嫁给公共部门。
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原文

AI AND ML

Amodei, Altman, Nadella and Musk agree on how government can tame the monster they created

The leaders of major AI labs spent the weekend agreeing on a plan to capture regulators, make more money, and avoid responsibility for their dangerous behaviour. They call it “pacing the frontier.”

Anthropic CEO Dario Amodei set the ball rolling with a post in which he professed alarm at how quickly AI is improving and suggested the attack on Hugging Face caused by rogue agents run by his rival OpenAI (OAI-HF) represented a moment that proved something needs to change at so-called “frontier” AI companies – essentially the big US model-makers.

“It’s also easy to dismiss OAI-HF as the failure of one company, but I believe that would be a mistake,” he wrote. “I believe it’s incumbent on every frontier AI company to act as if OAI-HF had happened to them,” he added, because he worries that before long a swarm of agents “could be capable of taking over the entire internet with a persistent botnet.”

Amodei therefore suggested “We must slow the pace at which we improve the capabilities of AI models. Progress will still seem fast, and we must make wise use of the time we gain.”

The CEO proposed a three-point plan to regulate AI:

  • Requiring AI labs to host “embedded evaluators” whose job is to “verify adherence to safety practices and commitments, report incidents, and help assess the alignment of not just completed AI models but training pipelines and processes.”

  • Frontier AI companies that operate in democratic countries collaborating “to establish common safety standards as well as limits on the rate of unchecked AI progress,” with undefined “forms of coordination” that would be “legally challenging” and “require government support.”

  • A vague call for democratic governments “to coordinate with authoritarian governments, to the extent this is possible, while taking seriously the challenges of verifying compliance.”

OpenAI boss Sam Altman endorsed Amodei’s ideas. So did Elon Musk. Microsoft's Satya Nadella signed up, too.

And just like that, four billionaires all signed up to the same set of rules they think the world’s governments should adopt to regulate their activities.

Amodei even gave democracies a threat/villain to unite against – authoritarians willing to use AI unethically.

This new consensus comes after years during which Big AI argued for light oversight and used that time to build tech that generates child sexual abuse material, dispenses terrible health advice, and made the OAI-HF incident possible.

Big AI has also argued it will deliver a productivity revolution. Daryl Plummer, chief of research at analyst firm Gartner, used his keynote speech at the company’s annual Symposium in Australia today to cite research that found software vendors are pitching 50 percent productivity gains from AI, but customers report a 16 percent lift.

Plummer also doubted that Amodei’s promise to slow development is real.

“I will believe that when I see it,” he said in the keynote, adding that he does not trust billionaires to ever be altruistic.

Write your own rules

Amodei’s ideas read like an attempt at “regulatory capture” – the situation in which vested interests find a way to define the rules their regulators impose. Those supine regulators then make decisions that benefit the entities they oversee more than they benefit the rest of us.

In this case, Anthropic, SpaceX, Microsoft and OpenAI are arguing for regulations they have defined and which amount to a cease fire during which they don’t need to compete so fiercely.

OpenAI boss Sam Altman also all-but-admitted that regulation will be good for investors when he used a weekend interview with the billionaires’ bible Fortune to reveal his company won’t seek a public listing this year because it is inopportune to do so while AI safety concerns are unresolved.

“We got a lot of stuff to do, like meeting this moment of what is going to be required for safety and alignment, and how the industry and governments can work together,” he said.

Or in other words: Investors will make more money if OpenAI pauses its IPO until confidence is higher, while its CEO moves to generate that confidence by backing a regulatory capture proposal.

Amodei, meanwhile, outlined some very specific things he wants from Washington: Stop selling Nvidia chips to China so its AI companies can’t build better models, and a crackdown on model distillation.

“If we execute these measures well, I believe they would slow China’s progress enough to widen America’s lead significantly over the next 3–5 years — the window when AI becomes geopolitically most important,” he wrote.

This plan would, of course, also mean that Chinese companies’ AI services would be inferior to Anthropic’s for a longer period – at a time when Chinese clouds are pushing into the rapidly growing middle eastern and southeast Asian markets.

Pacing the frontier landed badly in Washington. Speaker Mike Johnson warned Amodei’s plan could “smother innovation” and see China dominate global AI. President Trump dismissed warnings that AI can have deleterious effects and said the USA must lead the world in AI.

Such responses may reflect the fact that vast spending on AI infrastructure is delivering GDP growth in otherwise stagnant economies. Or perhaps they prove, yet again, that lawmakers are nearly always late to understand technology companies’ ambitions and the means they use to achieve them. ®

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