Episode Details

A rare thing happened today: Sam Altman and Elon Musk publicly agreed with Dario Amodei. Both backed his call to "pace the frontier," with Altman matching Anthropic's pledge to let independent evaluators inside with employee-level access, and Musk replying with three words: "Dario is right." Washington went the other way — President Trump dismissed the idea from the Irish Open, Speaker Mike Johnson called rushed AI restrictions a national security threat, and David Sacks argued the labs can already pace themselves without a law, while Barack Obama pressed Democrats to build a real AI framework. The Information reported that Anthropic, OpenAI and Google DeepMind have been quietly meeting since July to build an industry-led AI standards body. Satya Nadella endorsed pacing and announced a Code of Conduct for Microsoft's first-party MAI models. Anthropic's financials surfaced too — a second straight profitable quarter on $11.5B in Q2 revenue, alongside a report naming it as the customer behind RUM Group's $13.7B GPU deal in Georgia. And at the BRICS summit in New Delhi, Xi Jinping pitched a rival open-source AI bloc. Jack King on what all of it means for revenue and go-to-market teams.

Stories in this episode:

• Altman and Musk back Amodei's call to pace the frontier; Altman commits to independent evaluators with employee-like access — SiliconANGLE / The Irish Times / Amodei's essay
• Trump rejects the slowdown citing China; Speaker Johnson calls rushed rules a security threat; David Sacks pushes back; Obama urges Democrats to get a plan — Washington Post / Axios / TechCrunch
• Anthropic, OpenAI and Google DeepMind have held private working-group meetings since July on an industry-led AI standards body — The Information / Cryptopolitan
• Nadella welcomes "deliberate pacing" and announces a Code of Conduct for Microsoft's MAI models, out for public consultation — Unite.AI / Techmeme
• Anthropic tells investors it will post a second straight profitable quarter on $11.5B Q2 revenue and 80%+ gross margins; separately named as the $13.7B GPU customer behind RUM Group's Georgia build — Reuters/FT / TECHi
• Xi announces a BRICS AI open-source community and invites members into Beijing's World AI Cooperation Organization — CNBC / Bloomberg

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