Sep 23, 2026 · 9 min · 9 segments
The AI industry publicly split this week on whether to pace the frontier or race it — and every case rested on one number nobody can measure. This episode unpacks what the argument means for your…
Magnus OxenwaldtHost
On Tuesday at Dreamforce, Marc Benioff interviewed Dario Amadei in front of 12,000 people.
Amadei had published an essay the Saturday before called We Must Pace the Frontier.
Not a halt, a deliberate slowing of how fast capability improves in three steps.
Evaluators embedded inside the labs, then coordination among democracies, then an attempt at global agreement.
On stage, he put it as leadership by example, the way forward is to say, everyone can always be better.
And then the sentence worth writing down, run as fast as you can, but if the product's not going to be safe, take a pause and get it right.
On Monday, Huang was on stage in Los Angeles when the president rang him and put the call on speaker.
That same day, Trump went on Truth Social, tagged Amode, and accused him of pretending to be a perfect little angel by asking for regulation, and wrote that the only guardrail AI needs is a strong, high IQ president, and then the most interesting position of the week.
On Wednesday, Mark Zuckerberg declined to join, not because pacing is wrong, because coordination is.
Each lab, he argued, carries its own liability and its own incentive to move at whatever speed safe training demands.
And he noted Meta had already delayed its own agent to harden its security without asking anyone else to do the same.
So he did the pacing and refused the committee, which isolates what this fight is about, not whether to slow down, whether to slow down together.
On Tuesday at Dreamforce, Marc Benioff interviewed Dario Amadei in front of 12,000 people.
Amadei had published an essay the Saturday before called We Must Pace the Frontier.
Not a halt, a deliberate slowing of how fast capability improves in three steps.
Evaluators embedded inside the labs, then coordination among democracies, then an attempt at global agreement.
On stage, he put it as leadership by example, the way forward is to say, everyone can always be better.
And then the sentence worth writing down, run as fast as you can, but if the product's not going to be safe, take a pause and get it right.
On Monday, Huang was on stage in Los Angeles when the president rang him and put the call on speaker.
That same day, Trump went on Truth Social, tagged Amode, and accused him of pretending to be a perfect little angel by asking for regulation, and wrote that the only guardrail AI needs is a strong, high IQ president, and then the most interesting position of the week.
On Wednesday, Mark Zuckerberg declined to join, not because pacing is wrong, because coordination is.
Each lab, he argued, carries its own liability and its own incentive to move at whatever speed safe training demands.
And he noted Meta had already delayed its own agent to harden its security without asking anyone else to do the same.
So he did the pacing and refused the committee, which isolates what this fight is about, not whether to slow down, whether to slow down together.
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