In the end, we might conclude the best policy for human welfare is to invest aggressively in AI rather than to encumber it.
Words found on the source page on Nov 6, 2026.
More from Martin Casado
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AI projects, on the other hand, are taking far more capital, by far smaller teams, and turning that into historic growth rates for both new users and revenue.EssayBitter EconomicsNov 19, 2025
I’d argue that whether or not AGI emerges from a single model, the impact of this meta economic machinery is functionally similar. That is, it reduces a massively broad class of technical problems to simply a matter of economics.EssayBitter EconomicsNov 19, 2025
In fact, we’ve gotten so good at scaling AI with GPUs that power not compute is the primary limitation.EssayBitter EconomicsNov 19, 2025
There’s a reason the fastest-growing AI companies are hiring software engineers as fast as they can.EssayBase AI Policy on Evidence, Not Existential AngstDec 16, 2024
But despite all the hubbub and competing interests, there actually is a reasonable policy position the United States can take: to focus on marginal risk and apply our regulatory energy there.EssayBase AI Policy on Evidence, Not Existential AngstDec 16, 2024
We should only depart from the existing regulatory regime, and carve new ground, once we understand the marginal risks of AI relative to existing computer systems.
On the same topics
TalkSpeech at the UN Security CouncilSep 23, 2026
Frontier AI should be licensed like other critical technologies; medicine, aviation, and nuclear energy, to incentivize safe development.TalkSpeech at the UN Security CouncilSep 23, 2026
The race is not a law of nature: it is the product of choices, choices made by the companies themselves.TalkSpeech at the UN Security CouncilSep 23, 2026
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Even if you believe in a deal with China, and I do not, we (and others) now know competitors can catch up more quickly than we had thought, at least if they think they have a chance of winning.BlogBanning self-recursive improvement in AI models?Sep 22, 2026
If the top U.S. labs have to give up on what is supposed to be really important, they will look very “catchable.” The policy creates a big incentive for some other parts of the world to invest a lot more in compute.PressLaunch of the roadmap of the Coalition for Children's Rights and Protection in the Age of AISep 22, 2026
AI must not be placed in the hands of children without first being tested, evaluated, and therefore authorized.
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