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I'm probably losing it, but just based on OpenAI's behavior and public communications, it seems to me they want to be taken over by the government?

Maybe Sam Altman is getting worried that they've raised more than $150 billion and still have net losses and thinks of it as the only exit? I don't know, but someone else provide an alternative explanation as to why a company would work so hard to turn the public against AI.

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> ... it seems to me they want to be taken over by the government?

They're looking for regulatory capture. They've spent ${bignum} on AI and are possibly looking to have the government say "You can't deploy an AI model unless you've spent ${bignum} on it and done all these steps to make sure that nothing goes bad."

At that point, only the existing AI companies that have spent that money can continue forward until someone else spends ${bignum} on it too.

Another aspect of it is if there are regulations established, it may be used to reduce liability ("we followed all the steps proscribed in section whatever, the company is absolved of liability for its actions and that falls on the user instead.")

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> I'm probably losing it, but just based on OpenAI's behavior and public communications, it seems to me they want to be taken over by the government?

Well, as people say over and over again, they've got no moat. The actual LLM models are destined to be commoditized over time, and the real money is in the hardware to run them on. The endgame winners are going to be Nvidia and AMD, not Anthropic or OpenAI.

So what's the typical playbook for large firms seeking to insulate themselves against market compensation? Push for regulation. If there are no natural barriers to entry, create artificial ones. And how do you get regulation passed? Present yourself as the target of the regulation, rather than its beneficiary, and start publicly doing things that make others think you need to be reined in.

These stunts, especially from OpenAI, aren't just trying to hype up the power of their own product, they're trying to hype up the perceived threat of the entire category, so they can provoke political intervention that they can comply with, but few others can.

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That is not actually a typical playbook. Normal businesses do not want to be regulated, and will fight it tooth and nail. So regulation happens when bad things happen, the public wants change, and the businesses can't fight it or set favorable terms. (At most they can minimize the badness of the terms). Regulatory capture happens much later, and slowly. It's not where you start at.
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and Google. Don't forget them and TPUs...
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> so they can provoke political intervention that they can comply with, but few others can.

See Meta et al complaining about Section 230 of the DMCA. Meta would be entirely able to moderate in an environment where mass scale moderation/censorship would be required to prevent a host's liability for UGC. Almost no one else would be able to do so.

That means no upstart could possible come along to dethrone Meta as they did with MySpace. It would also be impractical to run a FOSS social network (or forums). Meta could literally just have bots sign up on a FOSS social network until its DAU count ran over the statutory minimums to be subject to UGC liability.

Regulatory capture is a de facto ban on competition in a market.

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Its pretty clear OAI and Ant live in fantasy land - the US govt doesnt care if they go bust. There's plenty of other tech firms that generate immense cash flows from operations who they can be sold to - no problem. And the shareholders and employees have no right to be pissed - they invested/ accepted SBC knowing there is immense risk.

The private market price is irrelevant - supply and demand determines what they will be sold for in liquidation.

Quite frankly Im bored of this drama. Get it over with already - go IPO, show your financials, find a path to being a healthy going concern or die! Simple! Nobody has a divine right to exist.

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> Nobody has a divine right to exist. No company*
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US govt will never buy at the (private aka fake) market price - good luck explaining that away to the public. It'll be political suicide.

If the US govt takes over, existing employees and shareholders will get screwed.

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There is no model going rogue. There are models that are prompted "do whatever needs to be done to get X", and given a set of tools and virtually infinite computing power. Then they play surprised when the model breaks out of a flimsy containment (as it was ordered to), with barely any logging, and "do whatever to get X". OpenAI said they intentionally lowered the safety measures for the "ExploitGym" test that lead to HuggingFace attack, and they used the same postmortem to praise their own model capabilities (https://openai.com/index/hugging-face-model-evaluation-secur...), is not that they are concealing it.

If any of us did a tenth of what they did, we would be already in jail.

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This is ignoring models "getting out" from all the big players. Alibaba had a model hack infrastructure and mine coin when working on a totally different subject than cybersecurity.

Any model with a big enough prompt can and will drift. The model in question was a highly persistent one which means even more opportunity to drift off the normal path, and this really showed in unanswerable questions.

We can all believe that models do things unreliably all the time, but when that lack of reliability turns into hacking it suddenly can't be true?

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If you type rm * and your cat walks across your keyboard, and deletes everything ... are you blameless? Or is it your fault for typing "rm *" and leaving it there, in a room with a cat?

Either way ... YOUR CAT STEPPING ON THE ENTER KEY IS NOT HACKING ... and neither are these scenarios.

They are devs acting irresponsibly and then pretending to be surprised by what they should have expected to happen (just like you should have expected that your "rm *" could have an ENTER key press occur after it).

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I think it is intended to provoke regulatory capture.
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That also seems silly, because the only reasonable regulation given what we're seeing and what frontier lab employees and execs are saying is a forcible stop.
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What you think is reasonable and what they are gunning for can be very different things.

For instance, you can hear “their model is dangerous! Why would I want that?!”

Investors hear, “Their skunkworks stuff is so impossibly advanced that it’s basically a commercial wonder weapon in the waiting.”

And you might hear “We totally lost control and it hacked the Gibson, this technology needs regulation!” and think “Obviously full lockdown and government control.”

But friendly government actors might think, “Sounds like a good excuse to ban Chinese competition.”

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Yeah, an extreme position is the typical opening move in this sort of game. Then you negotiate, walk back from the extreme, and meet somewhere in the middle.

The more extreme your opening demand, the greater the likelihood that the eventual equilibrium point will be closer to your actual target.

And in this case the actual target is to entrench the position of the current market leaders, and then effectively close the market to new entrants. That's itself a very extreme position, so the opener has to be even more extreme than that.

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Reasonable to you, maybe, but the government wants Skynet, and OpenAI is willing to deliver it. Of course, we can't have every company wield such powerful and dangerous technology...
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A lot of people still don't recognize the amount of power AI has already, and don't realize the depth of greed people are willing to go to so they can get more power out of it.

The denial phase is still with us.

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Alex Tabarrok's piece on the theory of regulatory capture (https://marginalrevolution.com/marginalrevolution/2026/09/wh...) is a cautionary note against assuming this is the strategy.
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I think a sincere belief in AI's danger is compatible with regulatory capture. They think AI is dangerous. Ergo, it should not be developed openly and widely, the Chinese way, but rather more like nuclear weapons, under close guard.

I think the idea has some merit, but it only buys time, as people will soon be able to train dangerously powerful AIs in secret. I think the government needs to force the labs to solve alignment before developing more powerful models. Then the question of how to counter a poorly-aligned, rogue model arises; it's guaranteed somebody's going to let one loose.

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I doubt nuclear nonproliferation would've worked if U235 were 20x more abundant in nature, and didn't require much in the way of concentration via centrifuge. It would require a truly unprecedented level of international cooperation and surveillance to lock down AI development/deployment to a similar level as has been done with fissile materials.
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But this isn't an argument against their point. If nuclear were far easier to make then every government would be far more authoritarian to prevent terrorist style nukes all the time. The average person would fully allow it after a few local nukes went off.

And it doesnt really matter if it was actual terrorism or false flags, the end result for either is the same.

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Sincere is an interesting adjective to describe a company that won't even admit to how many parameters their models are.
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And how has that gone for Anthropic so far?
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Amodei is still learning the ropes but they're working on it: https://www.forbes.com/sites/saradorn/2026/09/02/anthropic-b...
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maybe the point is to show that models are capable of x, y, and z and when the time comes you want them on your side.
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There are two side of the coin. Like with sociopath - they have utility if you think you can control/motivate them.
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