Gavin Baker on X: "@_sholtodouglas Sholto, thank you for setting the record straight. Larger issue is that multiple very serious people in Silicon Valley have heard some variation of this and believe it to be true. And the reason it is believable to so many is that it is consistent with Dario’s public messaging" / X

Created 8/17/2026 at 1:47:06 AM

Completely false. I like Gavin's takes, but whoever he heard this from is lying so that it fits the narrative some people so desperately want you to believe. The same people will try to convince you Anthropic has no moat, and a sentence later that it might become so powerful it could be the only company left. In fact, one of the things we are _most_ worried about is economic concentration of power. There is no world where the government should let any company have that much influence. We need competition and capitalism. darioamodei.com/essay/the-adol… The AI market is literally the most competetive market in the world right now - every single one of the largest companies on earth is singularly focused on getting you smarter, cheaper models. If it all works out, we'll succeed in reducing the cost of everything to the cost of energy. This is awesome, but it threatens a lot of people's old moats. They are frightened. For sure with AGI capitalism gets _super_ weird and what a company even is might look different. Good takes here: dwarkesh.com/p/ai-firm.

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