The Information Machine
Updated today·Day 14·first covered 14 Sep 2026·6 sources

Amodei's AI frontier pacing proposal

The gist

Altman, Musk, Hassabis Back Amodei AI Pacing Proposal; Antitrust Debate Follows

The proposal draws in leaders from the major frontier labs and has prompted legal analysis of whether existing antitrust law permits the coordination Amodei described. Antitrust uncertainty has already limited the scope of at least one joint safety evaluation between leading labs.

The full picture

Anthropic CEO Dario Amodei published 'We Must Pace the Frontier' on September 12, 2026, proposing three mechanisms to slow AI capability growth: embedded third-party evaluators with near-employee access (which Anthropic is implementing immediately with METR), democratic coordination among frontier labs requiring a government antitrust waiver, and global coordination including chip export controls. Sam Altman of OpenAI, Elon Musk of xAI, and Demis Hassabis of Google DeepMind each endorsed variations of the proposal within hours of publication. Altman suggested OpenAI does not believe it needs to wait for government permission before coordinating with rivals. Legal analyses from Vinson & Elkins and Holland & Knight have since mapped the antitrust landscape: four potential pathways exist for lawful coordination, but Holland & Knight finds existing federal antitrust law was designed to protect market competition, not collective risk mitigation, and ICLE submitted comments arguing antitrust uncertainty is already discouraging joint safety work. A 2025 joint safety evaluation between OpenAI and Anthropic was limited to publicly released models, which ICLE cited as evidence that deeper pre-deployment collaboration is constrained by antitrust concerns. Critics separately questioned whether METR can serve as a genuine check on Anthropic: a critic identified as Argos argued METR lacks meaningful independence, is understaffed, and holds no authority over Anthropic that Anthropic cannot unilaterally revoke. A broader debate over regulatory capture has also emerged, with Zvi and others arguing genuine pacing would slow leading labs more than laggards and is therefore the opposite of capture.

How it developed
27 September 2026

Within hours of Anthropic CEO Dario Amodei publishing 'We Must Pace the Frontier' on September 12, Sam Altman, Elon Musk, and Demis Hassabis each endorsed variations of his proposal to slow AI development.

Holland & Knight found that federal antitrust law was designed to protect market competition rather than collective risk mitigation, and ICLE cited a 2025 OpenAI-Anthropic evaluation limited to public models as evidence of real constraints on deeper pre-deployment collaboration. A critic identified as Argos argued that METR, the embedded evaluator Anthropic is already implementing, lacks independence and holds no authority Anthropic cannot revoke.

22 September 2026

Law360 reports on the antitrust debate and the cross-industry endorsements of Amodei's proposal

17 September 2026

Vinson & Elkins outlines four antitrust-compliant pathways for frontier lab coordination

16 September 2026

Argos argues METR lacks meaningful independence, staffing, and enforceable authority over Anthropic

14 September 2026

Zvi covers Amodei's essay and Trump's Truth Social response; probability of federal AI safety bill falls to 18%

Sources
1 more source
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