Anthropic CEO Dario Amodei on AI's Moat, Risk, and SB 1047

This week, Noah Smith and Erik Torenberg are joined by Dario Amodei, CEO and Co-founder of Anthropic. Dario talks about the economics of AI development, the comparative advantage of AI companies like Anthropic, AI safety, and his stance on California's SB 1047 bill. They also discuss the impacts of AI on global power dynamics, competition between the US and China, and inequality in an AI-powered world. -- 🔥 Apply to join over 400 Founders and Execs in the Turpentine Network: https://www.turpentinenetwork.co/ -- RECOMMENDED PODCAST: 🎙️ This Won't Last - Eavesdrop on Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg's monthly backchannel. They unpack their hottest takes on the future of tech, business, venture, investing, and politics. Apple Podcasts: https://podcasts.apple.com/us/podcast/id1765665937 Spotify: https://open.spotify.com/show/2HwSNeVLL1MXy0RjFPyOSz YouTube: https://www.youtube.com/@ThisWontLastpodcast -- SPONSORS: NetSuite | Babbel | WorkOS 📈 More than 37,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. If you're looking for an ERP platform, get a one-of-a-kind flexible financing program on NetSuite: netsuite.com/102 🌐 Ready to achieve your 2024 goals? Start learning a new language with Babbel in just three weeks. Enjoy app lessons, live classes, and podcasts designed for real-world conversations. Get up to 60% off at babbel.com/econ102 🛠️ Building an enterprise-ready SaaS app? WorkOS has got you covered with easy-to-integrate APIs for SAML, SCIM, and more. Join top startups like Vercel, Perplexity, Jasper & Webflow in powering your app with WorkOS. Enjoy a free tier for up to 1M users! Start now at https://bit.ly/WorkOS-Turpentine-Network -- SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co -- FOLLOW ON X: @noahpinion @eriktorenberg @anthropicAI @turpentinemedia -- LINKS: Anthropic: https://www.anthropic.com/ Noahpinion: https://www.noahpinion.blog/ Elon Musk's endorsement of SB 1047: https://x.com/elonmusk/status/1828205685386936567 -- TIMESTAMPS: (00:00) Intro (02:06) Dario’s intellectual evolution (04:18) Is Google the Bell Labs of AI? (07:48) Economic moats in AI (10:13) Scaling hypothesis and AI’s future (14:46) National security and AI (16:44) Leopold Aschenbrenner's essay (18:14) AI’s impact on business models (24:19) Noah's big thesis (27:13) Sponsors: NetSuite | Babbel (29:23) AI arms races? (33:41) AI’s impact on labor and skill distribution (38:05) Sponsor: WorkOS (39:06) Future of AI and a hyperscaling world (41:42) A vision of radical abundance (47:14) AI safety and inequality (51:23) The SB 1047 debate (56:13) Rabbit alignment problem (58:41) Wrap