David Sacks says Anthropic now has to revise their S-1 to address AI extinction risk and may have violated their quiet period "I think they have to. The key tweet, from a legal standpoint, wasn't Jacob Coxon's tweet of resignation. It was Evan Hubinger's tweet. This guy is still a senior alignment executive at the company, he's managing one of these safety teams." "He is co-signing and endorsing what Coxon is saying, and then embellishing it by putting this 'greater than 10%' chance number on it, which just makes the thing go super viral." "Fundamentally, Anthropic agrees with him, and their employees are saying they agree with him, and he's amplifying their message. Because they like the political outcome that he is steering the country towards, right?" "There are now legitimate questions here of, did they violate their quiet period? Maybe Dario didn't, Dario hasn't said anything, he's been very quiet. But we know this Hubinger guy, did he violate the quiet period? Is he a sufficiently important executive? And again, is this all part of their strategy?" "Everybody who joins a company signs a non-disclosure, they sign a non-disparagement, they have a corporate communication policy. They have the legal department talk to every employee and explicitly tell them, do not talk because we're in the quiet period."