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Is There Real Anti-Trust Risk From A Coordinated AI Lab Pause?
In AI-pause discussions it is increasingly common to hear the "anti-trust" objection. The idea is that if the labs were to coordinate a pause in frontier AI development, this would be a "conspiracy in restraint of trade" and therefore illegal.
Putting aside the question of whether it is ethical to risk a double-digit chance of destroying the world in order to avoid getting sued (it isn't), is this even a realistic possibility? My impression is that anti-trust law in the United States is legitimately quite fuzzy (as the NCAA is currently discovering).
Putting my cards on the table, I think this argument is cope. The labs want to pretend that they want to pause, but they don't actually want to pause. "If she wanted to, she would," etc. Just today, Anthropic put out a new statement containing the following sentence:
It seems like every time I read a statement from them, they've added more and more qualifications. Are they going to keep racing until congress passes a specific anti-trust exemption? That arguably seems like what the word "lawful" is implying.
The funniest part is that another common excuse is "but China", which is fair enough, except China now says (at least they suggest so in a state-affiliated media) that the biggest issue with coordinating on AI safety is Anthropic, and specifically Dario Amodei.
That Chinese state media article seems like total hooey. The Trump Department of War cut ties with Anthropic, and the Trump White House has adopted a "voluntary" (though nobody truly believes this) system for dealing with new frontier-pushing AI releases.
It's also silly for China to criticize American labs for being closed, and for 'deciding for you', when it is obvious to anyone with half a brain that society will not last very long if AIs that are above a certain capability threshold are made open source. To use just one example, if an open source AI ever gets smart enough to help someone who wouldn't otherwise be able to do it, to biohack together a new deadly virus in their garage, that would be very bad. Because once something like that is out in the wild, it becomes inevitable that someone will do just that.
Even the informal system the Chinese labs are adopting, where they serve up a model for about a month before they make it open source, isn't a perfect solution, because there might be behavior that someone who has the model weights might be able to elicit (such as via ablation) that won't be obvious until the genie is out of the bottle, and so even the month long preview period won't tell us what these models can and cannot do.
The point they make is very simple, Dario Amodei intends to destroy their nation and they don't consider any offer of cooperation credible so long as this is the face of the American frontier. You guys seem to feel entitled to pretty weird things. Objectively, the rational move for China is to try to kill everyone at Anthropic.
Why do you think Amodei wants to destroy China? Most EAs never cared much about China. There were even pro-China people, this is after all a movement about maximally lifting people out of poverty or saving lives at the lowest cost or something. US competitors are as much or more of an ASI risk, including that run by Altman, who he seemingly hates. Does he hate Xi more? Seems unlikely. Why? Fanatic China haters typically belong to other demographic, ideological etc categories.
What does this have to do with EAs in general? Dario is his own man. Nevermind that I don't even agree about them, for example the good scenario in AI-2027 ends with the Chinese government toppled. It's valuable to reread this today, because that's the scenario considered prophetic in EA circles (they admit they didn't consult any China expert because it was a low-priority issue, but in fairness US China Hands are atrocious anyway, and also wouldn't have predicted the real timeline with open models instead of Xi stealing weights and nationalizing DeepSeek):
That's the good ending («Slowdown»). The bad ending («Race») is just American AI taking over humanity and doing some cruel misaligned bullshit. China is cooked in either case, nothing Chinese makes it out of the near future.
But that aside, we have a pretty consistent picture of Dario's personal beliefs. He considers Chyna to be one of the dominant arguments if not the argument for rushing AGI progress, and the implications of his success are quite grave for them. Let's check out some of his takes chronologically:
On DeepSeek and Export Controls:
Here, he sets the objective as unipolar American dominance via crushing advantage in AI. Which makes sense, of course, this is common wisdom across all American intellectual cultures, I feel that you're lowkey gaslighting me here by pretending otherwise, but for the sake of common knowledge I'll keep going.
Next consider 2028: Two scenarios for global AI leadership:
In other words, the Bad Scenario is roughly what we have today, and the Good Scenario implies ending this status quo.
What does the target gap of 2-3 years buy, according to Dario? Enter Policy on the AI Exponential
etc. All very obvious.
And in his Dwarkesh episode, he's a bit evasive but ineffectively so, in my opinion:
etc. There are many other times Dario mentions China. In sum, Dario assigns massive value to a) locking the CCP out of the next industrial revolution, to the point they are as helpless before the USG/Anthropic as medieval swordsmen would have been before WWII Marines; b) eventually destroying their regime, either by steering the intrinsic properties of AI or by direct intervention. He does not consider any compromise or, as rats say, value handshake, does not deem them legitimate, and his only concern is that acting more aggressively might provoke some "destabilizing" reaction that upsets the long-term plan. He runs his company and lobbies the government with that in mind. One doesn't have to feel anything in particular about the CCP or the USG to understand that all this makes him an unusually outspoken enemy of the Chinese government (but not the people! He's very quaint in this).
Personally I know that his appeals to an "alliance of democracies" are also hollow, he's 100% all-in on American hegemony and wouldn't even work with Europeans if possible, but I can't cite anything publicly to support this. Dario is the poster boy of Eternal San Francisco Liberal Empire, like it or not. He's very straightforward in his views.
Is there any record of Amodei having hostility toward China that predates the first Trump admin’s pivot against Chinese trade? It’s manifestly obvious that his pivot against China is him trying to keep his contracts and export licenses by aligning himself with the current administration. Who cares more about China, Trump or Amodei?
Painting Amodei as an American ultranationalist ideologically hostile to China is ridiculous. EA was never particularly hostile to China. AI 2027 will go down in history as an embarrassingly timed piece that failed to anticipate Chinese models catching up as rapidly as they have. Many made that mistake, though, including you.
The eternal San Francisco Liberal Empire where all technology ‘Designed in California’ was ‘Made in China’ until the aftermath of Donald Trump’s victory in 2016? The eternal San Francisco liberal empire that lobbied heavily against tariffs even as parts of it embraced his message on crime and taxes? The eternal San Francisco Liberal Empire where every other guy has a Chinese wife with an affluent and family back in China (it’s not easy to afford $400k Stanford tuition for your daughter as a regular Chinese family)? The eternal liberal San Francisco empire at the end of history, where defense spending was taboo and anti-ESG until 2022, where plane loads of Apple engineers departed weekly for Chinese factories, where many of the most sensitive and leading American software and hardware companies heavily recruited Chinese engineers one masters, PhD or undergraduate degree out from mainland China, who often returned there after learning the trade?
The US position on China shifted because of Trump and a relatively small number of people in the largely East Coast defense establishment who care about stuff like Taiwan and who never really liked the Red Chinese. It had nothing to do with San Francisco, which was and remains deeply economically and culturally integrated with China, more than any other western city other than perhaps Vancouver. And as for Amodei himself, Jewish-Italian progressive liberal autistic programmers are not a core anti-Chinese or nationalist demographic in the United States. They never have been and never will be. I can believe that Lutnick really wants to compete with China. There are plenty of elderly neocons and paleocons and just anti-communists and (let’s be real) racists who do. But Amodei? No, nothing in his demographic profile suggests this is a deeply held ideology.
The final redoubt, really, of this argument (once you strip out desperately sucking up to Trump until the IPO gets out of the door) is that Amodei said some vaguely EAesque things about democracy and authoritarianism and other boring liberal platitudes. These are Trudeauisms or Blairisms or whatever you want to call them. They exist in that meaningless void, that ideological interregnum from 1991 to 2016 when people clapped politely at these kinds of empty statements. Dario Amodei is not willing to die to fight China (and as you note, in any conflict he would be a high priority target, so this is no empty consideration).
A later reported private episode in Fall 2017:
So roughly contemporaneous with the pivot, but the anti-China aspect seems more than a neoliberal platitude. He did work for Baidu in 2014-2015, so it seems like a relatively late addition to his ideological development.
Very many people worked for Baidu. See the author list on this paper where "Baidu" established first scaling laws (and then did nothing with it). It was a different era, and it was easier to think of Baidu as something separate from China.
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