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Both can be true that it’s prudent for AI labs to be careful about rollout AND it’s a very convenient excuse to enter into a new regime where frontier models are always locked away without direct API access. That will be unfortunate, and ultimately would be worse for labs because they will be a huge bottleneck on innovation and will lead to slower progress. Also people, governments, and other companies will be increasingly suspicious of them. This technology is certainly unique, but this story is as old as time and it almost always ends with a fossilized monopoly that’s deeply despised until the market figures out alternatives and moves on.