Charlie O'Neill

speaker

259 appearances 2 recordings 1 series first heard Jul 2026 last heard 15 Sep

Charlie O'Neill’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 1.

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Prof G Markets · Why OpenAI And Anthropic Are Pumping The Brakes · 15 Sep 2026 podcast

And I think the world will look the same.

And cybercu security is just one example, but it's also one example that's very important where we haven't seen this like massive pain play out.

And we have definitely seen the benefits.

So yes, I think there's there's there's risk to consider on any side of the spectrum.

But you know, I think I I sit firmly in the middle and I believe that the pace we're currently progressing at is a

healthy pace and like I also have trust in like not only the closed lab leaders but also the open source um lab leaders to make sure that pace continues at an appropriate pace.

They want something bigger themselves.

Lifestyle is a priority.

Motivation is being inspired.

From the spending aspect, completely don't buy it at all.

And I think there's a lot of evidence for that.

From the um optics aspect, I definitely buy it.

I think like, you know, even Dario, who I believe, you know, fundamentally thinks that this is like a real risk and like he's going to act in accordance with that and as rationally as he can to protect humanity from what he believes to be this real risk.

I think both Sam and Dario benefit from the public optics of saying, okay, we're going to treat this technology carefully and not race to the end.

And there's also a bit of game theory here.

Like one of them can't say it without the other saying it, because then again, you're you're the evil corporation in this duopoly, which is is currently running the frontier.

From the spending perspective, I think that like, you know, it's very clear that like

the value of a gigawatt or a megawatt even of compute is only going to get like more valuable.

Like Anthropic and OpenAI are both squeezing increasing margins out of each megawatt of compute they buy.

There's a reason that each megawatt is going, you know, from $10 million per megawatt to probably $15 at the moment to probably 20 to 25 next year and perhaps even higher.

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