Major AI labs like OpenAI and Anthropic cannot legally coordinate on safety standards or development pace due to the Sherman Antitrust Act, which prohibits collusion. This legal barrier is a primary reason they are publicly calling for government involvement, as it would provide the necessary waiver to work together without facing antitrust litigation.

A major obstacle to coordinated AI safety efforts is the fear of antitrust litigation. Labs are reluctant to agree on pacing or sharing safety techniques because it could be viewed as illegal collusion. Zvi Mowshowitz suggests a simple government action would be to provide an explicit antitrust waiver for such collaborations.

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.

A significant barrier to voluntary safety pacts among AI companies is antitrust law. An agreement to slow development could be prosecuted as illegal anti-competitive collusion, as it would limit the technology available to consumers. This makes government-led frameworks essential for any coordinated industry action.

Frontier AI labs like OpenAI and Anthropic are not genuinely planning to slow development. Their public calls for regulation serve strategic purposes: virtue signaling, legal cover (CYA), and most importantly, 'monopoly masking'—pretending the market is more competitive than it is to avoid antitrust scrutiny of their emerging duopoly.

Acknowledging their safety plans might be inadequate, leaders from multiple frontier labs have begun to seriously entertain a coordinated slowdown. This represents a major shift, as they also explore legal "safe harbors" to collaborate on safety without triggering antitrust violations, breaking the frame of the current race.

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.

Major AI labs like Anthropic and OpenAI cannot legally form agreements to "pace" development without government approval. The Sherman Antitrust Act prohibits such collusion, which could be seen as forming a cartel, even if the stated intention is safety.