AI competition intensifies after a brief pause for safety

Google and Meta rolled out new frontier models weeks after Anthropic's CEO called on the industry to slow down In September, the leaders of the AI industry briefly agreed that they should maybe tap the brakes. By mid-October, Google and Meta had their feet back on the gas. The slowdown traces back to September 12, 2026. That day, Anthropic CEO Dario Amodei published an essay titled “We Must Pace the Frontier.” The argument was simple enough. Capability gains should come more cautiously, Amodei wrote, pointing to incidents of rogue AI behavior as evidence that the industry was moving faster than its guardrails. The essay landed with unusual force. On the same day, OpenAI ’s Sam Altman and Elon Musk both voiced agreement with Amodei’s position.

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