Yeah I think this is right. The best setup is when a true belief aligns with a competitive moat.
I definitely believe that (to his credit!) Amodei is a true believer in safety. But I also think it was important for many of the deep pockets investors who have been involved in the company since early on to recognize that this would be a potentially defensible moat.
I definitely believe that (to his credit!) Amodei is a true believer in safety. But I also think it was important for many of the deep pockets investors who have been involved in the company since early on to recognize that this would be a potentially defensible moat.