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Safe Superintelligence Inc. (SSI)

privateBearish

AI safety research company focused exclusively on developing safe artificial superintelligence systems.ssi.inc

1 take · first discussed Jun 29, 2024

Net conviction
Bearish
Who's weighed in
Sacks
Takes
1
First discussed
Jun 29, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

The discussion

With only one host thesis available, the collective view is limited to David Sacks, who is bearish on Safe Superintelligence Inc. at medium conviction. Sacks argues that SSI's safety-first mandate is structurally self-defeating in a competitive race to AGI, functioning as a "brake pedal" that will cause it to fall behind faster-moving rivals like OpenAI. He sees no winning formula in a pitch centered on moving slower, framing it as a Darwinian disadvantage in a field where speed is the dominant competitive variable. No other hosts' views are available to confirm, contrast, or nuance this stance.

How they got there

SacksSacks1 mention since Jun 29, 2024
BearishE185Jun 29, 2024

Sacks is bearish on SSI's prospects because its safety-first mandate acts as a governor that will slow it down relative to competitors like OpenAI who are racing to build AGI as fast as possible, creating a Darwinian disadvantage.

I'm not bullish about that pitch... safety concerns are a brake pedal. They don't help you move faster, they make you move slower... you're the guys who want to move slower. I don't think that's the recipe for winning.55:54
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.