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Comment by sanderjd

1 month ago

Yeah I think this is right. The best setup is when a true belief aligns with a competitive moat.

I definitely believe that (to his credit!) Amodei is a true believer in safety. But I also think it was important for many of the deep pockets investors who have been involved in the company since early on to recognize that this would be a potentially defensible moat.

"True believer in safety" but happily quoting arse wipe Vance? Give me a break...

  • What was the quote? For what it's worth, I do really think that Amodei believes in and cares about safety. But that is not the same as believing that he is entirely altruistic or above the influence of politics.