The window for a global AI slowdown is, in game theoretic terms, already closed.
This AI on Air clip is excerpted from a recent episode on the Cognitive Revolution Podcast show, with source credit to The Cognitive Revolution
@CogRev_Podcast; the speaker is David Dalrymple
@davidad, Programme Director at
@ARIA_research.
▷ His 2022 to 2025 premise was to develop a method for using AI safely, then rely on international coordination so every actor with dangerous compute would follow it; he now sees that as infeasible because the reported Chinese effort to break the ASML bottleneck, covered by Reuters in late 2025, is credible enough to destroy the logic of everyone slowing down together.
▷ The strongest safety case is simple: do not build it. Coordination would be easy if catastrophic risk were common knowledge at 50% or more, but perceived risk has fallen since 2024, racing has become a dominant strategy for many companies and governments, and only a large warning shot truly different from misuse might reverse that.
▷ He still sees room for coordination on misuse: the US and China could agree not to release high capability models to the public, limiting them to vetted organizations; both sides could keep racing economically and militarily, while the goal shifts to riding a faster, stranger wave with possible rogue AI and gaining resilience dividends against catastrophic risk.