Chamath is calling the latest OpenAI safety story a pretext for clamping down on open-weight models, which would hand pricing power to the closed-model incumbents and squeeze anyone whose AI thesis rests on free, downloadable models.

BUYER BEWARE This extremely meticulous article will now be used to start Phase2 of “shut down open source” because “if we can’t control our closed models, imagine what happens to everyday life when anyone can just allow their open source models to proliferate”. Some will use https://t.co/YHTvI4085u [Quoted @dwarkesh_sp]: Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained
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Musk says roughly 15GW of 2027 AI compute will sit dark, and the choke point is transformers, wiring and chillers rather than electricity. That points the spending edge at electrical gear and cooling suppliers.

Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking. https://t.co/cRXJ1Wrkri
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