Delphi Executive Claims OpenAI and Anthropic Seek Regulatory Moat Against Chinese AI

Tommy Shaughnessy, founding partner of Delphi Ventures, stated that OpenAI and Anthropic are advocating for slower AI development to protect their business interests from cost-effective Chinese open-source models. Shaughnessy argued that these companies seek a regulatory moat to maintain their market position, noting that Chinese models are achieving high performance at a fraction of the cost. This follows recent comments by Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman regarding the need for safety-focused development. Shaughnessy also suggested that investment strategies should be split between safety-focused labs and open-source proponents depending on the outcome of the U.S. political landscape.