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Applied AI·September 14, 2026·1 min read

Is Big Tech’s AI slowdown a safety pact or a cartel?

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A de facto ‘slowdown’ agreement among leading labs would function as both a safety narrative and a moat around frontier compute and talent. Operators should plan for a world where access to top-tier models is politically and competitively constrained, and hedge with multi-model and on-prem strategies.