I think David's expressed concerns are valid... there should be more safety engineering around LLM to avoid data loss and other accidental issues caused by LLM models.

And, I find the timing of "all of this" very interesting:

- we have a coordinated marketing campaign around discussions of AI safety. I am not saying David is part of that campaign but it would not surprise me. OpenAI and Anthropic are talking about safety and the need to slow down. People are "resigning". Techno-influencers are also being offered money to talk about AI safety, etc.... and some of them are taking that money and others are not.

- Cheaper models are keeping pace with Frontier models, albeit with a 3-6 month lag... which indicates that frontier labs have no moat unless one is created for them by law or some other market force.

- we have a ballooning debt crisis in LLM model hyperscale spending... revenue from serving LLM models is lagging the debt payments which are coming due by a wide margin. If something dramatic doesn't occur in the near- to mid-term, the financial bottom is going to fall out of this thing and the AI industry is going to suffer a major collapse of some sort.