White House AI Accord, Model Welfare, Ken Griffindor School of Market Wizardry | Ali Golshan, Mike Intrator, Vlad Tenev, Pari Singh, Minna Song, Dev Ittycheria, Daragh Murphy, Noah Friedman

Compute economics, open-source AI risk, and model-welfare debates are converging as policymakers and labs shape AI's next regulatory and safety regime.

• Open source at risk: Semi Analysis's Max Kan warns open-weight models could face bans or restrictions in 6-12 months over cyber threats, following Anthropic's warnings about closing gaps between frontier and open models in finding exploits.
• Compute-to-GDP math: Elon Musk, Jensen Huang, and hosts calculate that 1 gigawatt of power generates roughly $60-65B in GDP, a ratio matching OpenAI/Anthropic's ~$60-70B ARR against ~1 gigawatt of contracted compute each.

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