alt Hacker NewsFor the sake of argument, assume everyone is working on good faith and at least believes and means the things they're saying.
The US government believes that Fable/Mythos is a weapon that needs to be export-controlled, and limited to only US customers. Presumably OpenAI/xAI/Google would face the same constraints, for the same reasons.
OS/foreign models are unaffected - OS because they cannot control who runs them, and foreign because they are not controlled by the US government. We could assume that China will implement the same policy controls, but they see the world differently so might not.
So US AI companies are then limited to the US market, effectively, after about six months (the lag between the current frontier models and the OS models). They have much less incentive to push the envelope to create better models, because the US govt might also ban those completely.
The investor froth around the race to AGI dies, so valuations shrink (the current IPOs may be affected), and presumably the bubble bursts. None of the AI companies can afford to continue building data centres, so that all dies immediately. US GDP drops by ~5% because of that alone.
In a year's time, the US is in a major recession because it gambled so hard on AI. Europe less so, only because it was such a distant follower in that race. China is more-or-less unaffected. The best models are now OS/foreign, and AI is moving forward more slowly, but still moving forward.
Any other scenarios?
Replies
Assuming anyone involved in this crap is operating in good faith is foolish at best. The only thing any of them give a shit about is accumulating money and power.
> OS models are unaffected
If the major nations that host companies that create those OS models implement export control on top models, there won't be any new OS models with top capabilities.
It is very hard to believe the US government is operating in good faith any more. Do I need to gesture more broadly at the open corruption?
A Holmes indeed... your deductive powers are piercingly perceptive! (the event chain was a joy to follow, gave me ai2027 vibes, but slowdown like)
Of course, the world is not filled with rational actors, and the probability of the current administration allowing the market to tank like that seems next to null, so Occam's razor (or whatever) would point to another TACO inevitably incoming
I'd certainly bet on your scenario if it was reasonable to assume the US and China could get over the 'race to the top or die at the bottom' dynamic
so far ai2027 seems to be playing out to an almost uncanny accuracy, realpolitik obliterates the façade yet again