alt Hacker NewsThis is a fun peek into the economic implications of RSI/ASI. Because it's so infinitely valuable that it basically destroys all markets, labs will eventually do stuff like stop releasing models completely and skipping out on contracted commitments because they'll have the power to just drive their competitors out of business before the legal battle gets expensive.
Cloud providers - at first smaller ones, then the hyperscalers - will follow suit, completely closing sales to anyone but the labs and demanding payment in equity/direct decision-making power rather than cash. There's no particular reason why the inference/training split has to be 80/20, and no amount of willingness to pay can help you in an event that turns your money worthless.
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Way before that it will become political. Regulation is the only true threat left anyways.
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I don't think this scenario makes sense. It's one of a class of scenarios I've seen several of, that simultaneously assume:
You can get to a lot of weird conclusions if you assume both A and B, but I think the much more likely scenario is that if A happens, B stops being true in short order. If you are a company and you have ASI, you just stop caring about business and money and economics, and your outcomes instead start looking like "you conquer the world" or "you upload the board of directors to a fleet of von Neumann probes" or "you messed up, everyone dies".