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The Economics and Politics of Pacing the Frontier
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18 September
Writes The Pragmatic Engineer, the software-engineering newsletter, and wrote The Software Engineer's Guidebook. Formerly an engineering manager at Uber, and at Microsoft/Skype and Skyscanner before that.
Can we talk about how Apple and Google have been pacing the frontier for native iOS and Android apps with the App Store review unchanged since 2008 Google Related
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
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The Preference Cascade Is Only Getting Started
2 beliefs · thezvi.substack.com
14 September
Technology writer of Spyglass, a newsletter about technology and media. Previously a reporter at TechCrunch and an investor at GV.
This now feels quaint from just a month ago, pondering the possibility of “pacing”… Related
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
Are we seeing an AI pacing rotation? 🧵 While mega-cap infrastructure digested capex today (ORCL -4.3%, NVDA -2.8%), software surged : • Median SaaS stock up +4.5% (avg +5.2%) • 12 companies gained >= 10% in a single day • 92% of the index closed green (80 of 87) SaaS Related
Dario Amodei asked the industry to pace itself on a Saturday. But what does that word mean? Pacing is a policy question. Five camps priced the consequences & none named a speed. Related
Writes Don't Worry About the Vase, a near-daily account of what is happening in AI and what they think it means. Former Magic: the Gathering pro and trader; unusually willing to put a number on a belief and to grade their own past calls.
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
Today's free issue of The Diff: thoughts on pacing the frontier—particularly, the possibility that even a deliberately slower pace will be faster than people expect. Related
AI research engineer working on large language models. He writes the Ahead of AI newsletter and is the author of Build a Large Language Model (From Scratch).
Since I had to discuss the "pacing" with a lot of people this weekend, here are my two cents: I don't think pacing literally means that these companies will be "slowing down" training and development in any way. "Pacing" here means adding a framework for more checks. We have seen some of that "pacing" already in recent months, when Mythos wasn't released as-is but instead a delayed, nerfed Fable variant was released. Or when Astra wasn't released right away / there is an existing Astra model that hasn't been released yet. These Mythos/Fable and Astra pacing decisions were ad hoc. If you are a… Related
13 September
Creator of the Keras deep-learning library and the ARC-AGI benchmark.
AI alignment government
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If there really is a high chance of AI leading to the extinction of humanity within years/decades, then the only rational stance towards safety monitoring and research pacing should be stringent, top-down government involvement and universally ratified international treaties.
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@fchollet on X x.com
12 September
Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
while all the frontier labs are just talking about slowing down, blizzard emerged as the first to take real action in pacing their development Quoting @StarCraft DEFEND MANKIND. JOIN THE DOMINION. STARCRAFT. 2030. Related
Creator of Flask and Jinja. Writes about software at lucumr.pocoo.org.
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A powerful technology that is out there for everyone to use comes with built-in pacing. In a way it’s the truest form of MAD or proliferation.
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P(doom) lucumr.pocoo.org
3 August
Co-founder and head of policy at Anthropic; writes Import AI, a weekly newsletter reading the week's AI research, and was OpenAI's policy director before that.
12 November 2025
Chairman and chief executive of Microsoft since 2014; joined the company in 1992 and ran its cloud business before that.
8 September 2025
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
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