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ai morning #69 — altman and dario call for pacing while their labs were already meeting privately

Two frontier labs went public the same morning a report surfaced about private meetings since July. The public debate turned out to be the press-release layer of a months-long negotiation. One of those companies then filed for an IPO and posted a profitable quarter. The other quietly let the statement speak for itself.

Marcus walks through what the July private meetings actually mean, why Paul Graham called the slowdown a window for new model startups, and what it means for builders watching compliance infrastructure take shape.

In this episode:

00:00 Intro

01:41 Altman + Dario align — Two…

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