Slowdowns, Service Accounts, and the Return of Email | S3E20

AI-slowdown advocacy splits along revenue-dependency lines, while enterprises are converging on service-account authentication and email as the default agent interface.

• Incentive split on AI slowdown: OpenAI and Anthropic push for slower frontier development while NVIDIA and Meta don't, since the latter have revenue outside pure model research.
• Regulatory capture angle: Hosts argue heavier AI regulation (compliance phases akin to FDA trials) would create moats favoring incumbent labs over startups.

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