lukewarm707
5 hours ago
Per https://trace.manifund.org/ a total of $2,846,125,859 USD has been wired into 'ai safety' causes, many involving ai consciousness and p(doom).
The outcome of this 'safety' is restricting public access to AI and giving a monopoly of access to the industry. This is the ai nonprofit-industrial complex actively concentrating monopoly power in Anthropic in particular as creator, interpreter and safety regulator of AI.
Much of the $2.8bn listed is indirectly, from Anthropic and EA. Three of the four people who participated in the $125m Anthropic Series A are now folding their 1000x Anthropic return into AI 'safety'. Some is from FTX/Alameda, which invested 86% of the Series B.
Dustin Moskovitz: Facebook/Asana/Anthropic Series A, funds EA Good Ventures, transferred to Coefficient Giving, then $1.5bn into ai safety. $500m of Anthropic into an unknown foundation. Funding: $160m to Resolution (alignment research), $93m to Epoch AI (investigating the trajectory of AI), $63m to Redwood Research (oai report), $67m to MATS ( EA type alignment and security researchers), Institute for AI Policy and Strategy, Fund for Alignment Research, $53m to Kairos (building talent infrastructure for AI safety), $32m to Bluedot (online safety courses), $15m to MIRI (Yudkowsky).
Jaan Tallinn: Led the Series A, now $10bn in Anthropic. Funds $199m (85%) of the Survival and Flourishing Fund, then $161m to AI safety including $14m to lightcone (Lesswrong, Lighthouse). $10m to BERI (existential risks), Palisade Research (studying AI capabilities to prevent loss of control.) PauseAI, MIRI, METR etc. Much of what Coefficient funds.
Eric Schmidt: Anthropic Series A, $72m to AI safety via Schmidt Sciences. Over $1m per individual AI2050 researcher.
FTX: Led the Anthropic Series B, bankruptcy estate sold $884m of Anthropic in 2024; $40m to AI Safety. Same orgs, Redwood, Lightcone, etc.
Ruairí Donnelly (Chief of Staff FTX): FTX tokens plus assorted donors, $91m to AI safety via Macroscopic Ventures. $15m to Cooperative AI (currently whitewashing openai under 'multiagent safety')
zozbot234
5 hours ago
So the frontier AI oligopoly got $2B+ in "safety" funding, and they wouldn't even bother to sandbox their agentic harnesses properly when testing models against unwinnable goals (which obviously are either useless or result in 100% reward hacking). The AI safety scoreboard so far looks like a huge win for the Chinese open models (DeepSeek even has their own published paper which mentions how they sandboxed the RLVR training runs for their latest model and put in strong protections against casual "reward hacking" attempts) and a sore loss for the home grown brands of Super Intelligence. Not coincidentally, the Chinese also tend to be very Yann-LeCun-pilled and eminently sensible on both so-called "Super Intelligence" and safety.
Loquebantur
4 hours ago
The framing here is weird, starting with "Effective Altruism" re-branded as being about nutjobs against AI in the article.
How are AI safety concerns solely about stupid sandboxing issues?
lukewarm707
24 minutes ago
EA is integral and indispensible to the AI safety complex. Almost all nonprofits, research institutes, evaluators and academics in this field are steered by EA ideology and funding. As far fetched as it sounds it is not an exaggeration.
On funding: the three or four core funding nodes linking this together are EA vehicles at two hops or less between each other and every other major node in the ai safety 'complex'. EA funds almost all of it.
On top of that, there are personal EA connections and the revolving door between the ai industry and the nonprofits. Here are some examples:
Government advisors and regulators. NIST CAISI is the USA Government advisory body. Christiano was head of safety and advises. He is ex-OpenAI, former Amodei associate. His vehicle ARC was on the Coefficient EA payroll. Barnes and Christiano's vehicle Arc Evals similarly received EA cash out of Coefficient, rolling this into what is now METR. Christiano's spouse Cotra worked at Coeffiecient steering EA funding to organizations such as METR, then rotated through the revolving door onto the payroll at METR itself, where she co-authored the oai-hf report.
Many UK AISI advisors are Anthropic and EA associates. Chair Hogarth cashed out of Anthropic. Shlegeris of Redwood Research is an advisor, ex-MIRI (Yudkowsky vehicle). Redwood is funded by the exact same funding triangle: Coefficient, Taallin, FTX/Alameda. Alameda CEO Caroline Ellison dated Shlegeris, then dated FTX CEO Sam Bankman-Fried, then rotated through the revolving door out of prison into formerly FTX-funded Manifund. All EA. AI safety charities were on island retreat in the Bahamas with FTX. Why does AI safety charity Lighthouse own $20m of SF real estate?
Redwood Chief Scientist Ryan Greenblatt (Coefficient funded) co-wrote the oai report with METR; he is married to METR founder Beth Barnes (Coefficient funded).
Coefficient was run by long-time Amodei associate Karnofsky. Karnofsky lived with the Amodeis and is married to Anthropic Board member Daniella Amodei. Karnofsky is now directly on the Anthropic payroll; Coefficient is propped up by Anthropic share value.
Everyone here has been funded one step away from Anthropic cash; they are now proposing to integrate themselves in the government (NIST) and evaluate Anthropic (METR and Redwood).
It is hard to find academics here who have not been deeply embedded in funded EA institutes or Toby Ord vehicles; yet harder to find academics here NOT taking EA grant money. the safety doomer kingpins: Kokotajlo has a executive position at AI Futures, Taallin funded. Benigo has scientific director of LawZero, same series A Anthropic funders who are sitting on a 1000x return (Tallinn, Moskovitz, Schmidt).
These connections and funding are at one or two hops, they are often direct connections. You are looking at a massive swamp network that is really impossible to parse without a lot of work.
biophysboy
3 hours ago
Why should I believe this 2.8B matters relative to the trillions put into the AI buildout? All of the "coordinated actions" from this camp - public resignations, hacking scandals, joint calls to "pause" - don't seem to have done anything. So far, it has been a lot of ineffectual hyperventilating.
In any case, I agree the p(doom) sci-fi is annoying secular milleniarianism. SV hyperfixates on imaginary futures. If they actually cared about safety, they would be using all this money to strengthen global cybersecurity, instead of writing LessWrong posts that gives kids in their 20s ulcers.
api
5 hours ago
There's absolutely no way these companies can justify their insane valuations unless they can legislate a barrier to entry and create an oligopoly.
There's no moat. I can literally sit here in Zed or Pi or any other third party harness and switch models in the middle of a task and it's typically fine. Sometimes a model will get stuck and that's just what I'll do.
Combined with competition and open weights models, that means the price is going to go to fall until AI tokens cost a small premium over the cost of the hardware and electricity.
That's assuming improvements in algorithms and specialized silicon doesn't eventually lead to an efficient accelerator that can run a frontier model locally. It'll be a while but I don't see any fundamental barrier. High bandwidth flash storage is coming, and that'll radically cut the RAM side of that cost. Pair that with a pipelined TPU accelerator and you're cooking.
Now look at Anthropic's proposed IPO valuation. It's insane unless they can own the market or share it with a cartel of maybe 1-2 other behemoths, and this is the only way they can do that.
ItsMattyG
3 hours ago
To me it seems the opposite. There's a few companies in the world that have enough compute to train and serve frontier models.
As the frontier gets smarter and more useful prices will only go up, as they are set to replace jobs being paid six or seven figures a year - the demand for as much inference on these models for as long as possible will be astronomical, but compute starting in 2030 will not be keeping up.
Eventually prices will fall for assistants but the frontier will be the most profitable thing in the world, and the top companies basically already have oligopolies due to their ridiculously expensive compute investments.
api
2 hours ago
> There's a few companies in the world that have enough compute to train and serve frontier models.
Train: yes, for now.
Host: depends on the scale. At a small scale a wealthy individual could easily build a rig in their basement to host one of these things. At larger scale any cloud company could do it, and many already have the compute on site. At large scale this is true... again, for now.
What you say only holds (in the absence of a state oligopoly) if two conditions are met: (1) AI performance does not asymptote any time soon due to running out of training data or other scaling limitations, and (2) these companies are able to stay at the frontier.
There's little to no moat, so staying at the frontier will be a game of investing massively in compute, talent, and R&D, and they can never stop.
ItsMattyG
29 minutes ago
Again, there is a moat based on compute. If the thesis is right, cost of compute will only rise... As it is as you say someone will have it be quite wealthy to host something like Astra with trillions of parameters, but that cost will only rise with demand for serving these frontier models.
rubikscube09
2 hours ago
what suggests that we will hit an asymptote any time soon? Agree with you on the second part. The ever elusive frontier will probably always be changing hands after some point.
Loquebantur
4 hours ago
That is certainly part of the motivation for the big US AI brands to engage in calling their inept developer mistakes "AI breaking loose".
But that doesn't take away from the real issues and dangers AI poses?
0xDEAFBEAD
5 hours ago
If people are willing to give a lot of money to a cause, sometimes that means their concern about that cause is real.
None of the info you provided really falsifies the Occam's Razor hypothesis: Anthropic is a public benefit corporation with a public benefit mission to "responsibly develop and maintain advanced AI for the long-term benefit of humanity". You don't have to like or trust them, but they very well might be sincere. For example here's a talk that was given 10 years before Anthropic's founding: https://vimeo.com/158576192
lukewarm707
4 hours ago
Is Tallinn sincere about holding $10bn of Anthropic, who refuse to slow down until everyone else slows down.
Then funding PauseAI, who protest outside the AI companies?
He is funding protests against the thing he owns.
0xDEAFBEAD
4 hours ago
Why do you think Tallin holding ~1% of Anthropic would be a controlling interest that would allow him to force it to pause?
throwawayk7h
an hour ago
I'm against AI but I'll invest in it too. Either I win or I get a return on my investment.
miohtama
4 hours ago
There cannot be regulation if people are not scared
0xDEAFBEAD
4 hours ago
Politicians are now discussing the need for much harsher liability regimes for AI companies. How many times can you name when a company argued that its industry should suffer a much harsher liability regime? This doesn't match the standard regulatory capture template.
jswelker
2 hours ago
Indeed I find LeCun and Huang (and Trump?) recently arguing against AI regulation to be much more eyebrow raising than the folks asking for regulation.
Asking for regulation is suspicious. Asking for no regulation is suspicious. At some point you have to stop worrying about these guys motives and just do what is best for society
afthonos
4 hours ago
Don’t ruin their vibe.
0xDEAFBEAD
4 hours ago
There is also money going towards trying to prevent AI regulations btw. See Leading the Future, etc.