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The rationale within labs like Anthropic is that they are "locked in a race to get there first because they believe no one else will act responsibly." This creates a dangerous prisoner's dilemma where the collective best interest (slowing down) is at odds with individual incentives (winning the race).

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A common rationalization among AI leaders is that while AGI is risky, the greatest danger would be a competitor achieving it first. They convince themselves that they must win the race to ensure it is handled responsibly, creating a self-perpetuating cycle of escalating risk-taking.

Top AI companies like OpenAI and Anthropic cannot unilaterally slow development, even with safety concerns. They fear that competitors or foreign adversaries would seize an insurmountable advantage, forcing them to seek government-led coordination to pace development safely.

Top AI labs like Anthropic publicly state that slowing down AI development would benefit society. However, they are caught in a strategic trap: a unilateral pause is unviable. Without a global agreement, any lab that pauses simply allows less cautious competitors to seize the lead, potentially making the ecosystem less safe.

Leaders at top AI labs publicly state that the pace of AI development is reckless. However, they feel unable to slow down due to a classic game theory dilemma: if one lab pauses for safety, others will race ahead, leaving the cautious player behind.

CEOs from leading AI labs like Google DeepMind and Anthropic have publicly stated they would prefer to slow down development to address safety concerns. However, they feel compelled to continue the race because if they pause unilaterally, less cautious competitors, including state actors like China, will not.

A fundamental tension within OpenAI's board was the catch-22 of safety. While some advocated for slowing down, others argued that being too cautious would allow a less scrupulous competitor to achieve AGI first, creating an even greater safety risk for humanity. This paradox fueled internal conflict and justified a rapid development pace.

The "Pacing the Frontier" letter, where AI employees ask for government-mandated slowdowns, highlights a prisoner's dilemma. No single lab can afford to slow down due to "competitive pressure" unless all are forced to do so simultaneously through regulation. This coordination problem is why they appeal to an external authority.

Despite safety concerns from their own employees, AI labs are trapped in a prisoner's dilemma. Any single company that pauses development risks bankruptcy, and any nation that does so risks falling behind competitors like China. This creates a race that can only be paced through a coordinated, international agreement.

Even the most safety-focused AI labs, like Anthropic, are accelerating their research due to a competitive fear that rivals like OpenAI will achieve AGI first. This dynamic ensures the race continues, potentially at the expense of comprehensive safety protocols.

Bengio highlights a core game-theoretic trap in AI development. Even companies like Anthropic, who reportedly feel their own powerful models should be illegal, continue building them. They feel forced to, fearing that if they stop, less scrupulous competitors will push ahead even more recklessly.