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深度分析Analysis

多間前沿實驗室簽聯合安全承諾,監管機構同步發調查令Multiple cutting-edge laboratories signed a joint safety commitment, while regulators simultaneously issued investigation orders.

Zvi Mowshowitz ·2026-09-30

Zvi 報道美國多間大型實驗室簽署聯合安全承諾,要求四層架構:內部控制、專責團隊、獨立外部審計,以及董事會獨立委員會接收報告。微軟與亞馬遜出席但未公開簽字。同期聯邦貿易委員會向業界發出民事調查令,要求提供資料。Zvi reported that several large U.S. laboratories signed a joint security commitment, requiring a four-tier structure: internal controls, dedicated teams, independent external audits, and reports received by an independent board committee. Microsoft and Amazon attended but did not publicly sign. At the same time, the Federal Trade Commission issued civil investigative demands to the industry, requiring the provision of information.

The leaders in AI were invited to the White House. We left with a White House agreement that is nonzero Actual Progress rather than a step backwards.

The key to success, in many situations, is to call the whole operation something else.

When you have one side that cares mostly about vibes, and the other that cares about the substance, this suggests a deal that can be struck.

Suddenly everyone agrees on everything. Works for me.

That doesn’t mean peace in our time. The next fight is already ramping up, as we see signs that they will make another attempt at an insane, maximally bad moratorium during the lame duck session.

Table of Contents

Look Who’s Coming To Dinner

After the summit between America and China, Trump invited Dario Amodei to a 1-on-1 private dinner. Trump said he would talk about the whole ‘slowing down’ thing and advocate for ‘let’s go’ and ‘let’s win.’

Dario Amodei got the training he needed to take on that challenge. This was a key moment to cut through the haze, as there were a number of important things here that Trump clearly did not understand. It was also, perhaps more importantly, a chance to mend the relationship on a personal level.

Dario also met with Thune for 20-25 minutes.

It looks like it worked. Dario did at least some things right, provided he did not give anything important away that we are not tracking:

Ben Brody: “Dario has been fantastic!” Trump says of Amodei, with whom the admin has had a very troubled relationship. Amodei downplayed any distance between him and Trump.

JgaltTweets: Trump: “Dario’s been, actually, great... Dario has been fantastic, and we had dinner the other night, and he agrees with everyone. I mean, we all agree.”

In the clip that quotes, from Rapid Response 47, you see a CNN reporter trying to ask Dario a question about whether this will be enough, and Trump cutting the reporter off saying ‘Hold it, hold it. CNN Fake News. She’s Fake News. The worst.’ Great move, since I am guessing Dario really didn’t want to have to answer that one in front of Donald Trump and they got to do a bit together.

This will probably flip at least five times in the next twelve months.

Let’s Do Lunch

It still wasn’t the best possible dinner, which we know because (I can’t believe I have to type this) we can see the seating charts and Trump is not close to Anthropic cofounder Tom Brown or CEO Dario Amodei, and indeed you’d have to pass through Brad Gerstner and Richard Walters:

Andrew Curran: For the many people asking where Dario is:

Whereas Trump has direct access to Musk, Huang and Zuckerberg, and Sacks is also rather central on the other side.

However, Brockman wasn’t that central either, and Anthropic got two slots, so maybe we should not read too much into such things beyond what we already knew.

Trump is very much still on the pro-AI warpath, even if he insists we not call it that, especially emphasizing the benefits of data centers.

The thing about the pro-AI warpath is it is fully compatible with taking basic safety measures and putting up guardrails. Having the whole thing blow up helps no one.

So you can, if desired, do the responsible thing, and frame it as the warpath.

I Think It’s Morally Binding, Yeah

Trump said there’s going to be ‘tremendous self-regulation,’ by which we mean jointly agreeing on regulation.

This is part of there now being a White House Accord on [Artificial] Intelligence.

Jake Sherman: [Speaker Johnson], on Squawk Box, says “a little oversight” transparency and external auditing on AI would be appropriate.

Andrew Curran: Speaker Johnson said after the meeting that everyone signed The White House Accord on [Artificial] Intelligence, A Joint Commitment on [AI] Responsibilities.

- voluntary commitments

- robust internal control

- layers of internal and external review

‘The White House and Congress will continue to guide the industry’s development in a safe manner’

… Reporter: ‘Mr President, this accord that everyone signed, is it binding in any way?’

President Trump: ‘I think it’s morally binding, yeah.’

Hahahahahahaha.

The headlines often actually say ‘morally binding’ this is too perfect.

In practice the provisions are simple enough, and basic enough, and obviously worthwhile, such that I expect this to be followed.

It’s still an important document. The real line that matters is easy to miss.

Everyone Who is Anyone

Yesterday I mentioned that the planned SAFA group to set AI standards, led by Google, OpenAI and Anthropic, was actively opposed by Meta, xAI and Nvidia.

This agreement is different. Meta, xAI and Nvidia all signed on the dotted line.

Microsoft and Amazon were present and did not visibly sign. It is unclear if they chose not to sign, or were not considered sufficiently worthy of inclusion.

The White House Accord on [Artificial] Intelligence

Here is the full text, with an external auditor for everyone, signatories include Sundar Pichai, Dario Amodei, Mark Zuckerberg, Elon Musk, Jensen Huang and Greg Brockman (since Sam Altman was at Dev Day):

White House Accord on [Artificial] Intelligence

Joint Commitment on Frontier Responsibilities

In order to build a positive future for the American people and the world, we believe every company is responsible for developing its own technology safely and in a way that builds trust with customers and the public.

This starts with every company that is training and deploying frontier models having robust internal processes and controls to ensure that their technology behaves as intended and that any issues are promptly identified and resolved. Therefore, in addition to any other precautions, we believe each company should implement the following four layers of controls and audits:

Implement robust internal controls to monitor the capabilities and alignment of its models during training and deployment around areas like cybersecurity, biosecurity, and chemical threats, and to ensure that its models do not hack or access technical systems in unintended ways.

Empower an internal team to ensure all of the controls, monitoring, and detection are operating as intended, and that any issues are remediated.

Partner with an independent external auditor or evaluator to carry out independent assessments of whether the controls, monitoring, and detection are operating as intended.

Designate an independent committee of the board of directors to oversee and receive reports from the teams operating the controls and the internal and external auditors and evaluators, as well as to ensure any issues identified are remediated.

Together, these steps will give each company, its customers, and the public confidence that the technology is operating as intended.

The participating companies will meet regularly to establish standards and best practices to improve the safety of their systems.

Over time, it may make sense to codify these steps into laws or regulations. Regardless of whether this is required of companies, we believe that implementing these controls and audits is critical to ensuring a safe future for everyone, and each of our companies are committed to doing this.

The other three things on the list are good things, but I mean can you imagine a company standing up and saying they weren’t doing those three things, given that such auditors and evaluators exist?

- “No, we don’t have robust internal controls monitoring the capabilities and alignment of our models during training and deployment around areas like cybersecurity, biosecurity and chemical threats, and to ensure that our models do not hack or access technical systems in unintended ways.”

- “No, we do not have an internal team empowered to ensure all of our controls, monitoring, and detection are operating as intended, and that any issues are remedied.”

……(原文過長,此處截斷)

人工智能领域的领导者应邀前往白宫。我们带回了一项白宫协议,这是实际进展而非倒退的一步。

在许多情况下,成功的关键是把整个操作称作其他东西。

When one side cares mostly about feelings, and the other about substance, it suggests that a deal can be made.

突然每个人都同意所有事情。对我来说可以。

这并不意味着我们时代的和平。下一场斗争已经在升级,因为我们看到他们可能会在跛脚鸭会议期间再次尝试进行一项疯狂、极其糟糕的暂停措施的迹象。

Table of Contents

看谁要来吃晚饭

After the summit between America and China, Trump invited Dario Amodei to a one-on-one private dinner. Trump said he would talk about the whole 'slowing down' thing and advocate for 'let's go' and 'let's win.'

Dario Amodei received the training he needed to tackle that challenge. This was a crucial moment to see clearly, as there were several important things here that Trump obviously did not understand. It was also, perhaps more importantly, an opportunity to repair the relationship on a personal level.

Dario also met with Thune for 20-25 minutes.

It looks like it worked. Dario did at least some things right, provided he did not give away anything important that we are not tracking:

Ben Brody: “Dario has been fantastic!” Trump says of Amodei, with whom the administration has had a very troubled relationship. Amodei downplayed any distance between him and Trump.

JgaltTweets: Trump: “Dario has actually been great... Dario has been fantastic, and we had dinner the other night, and he agrees with everyone. I mean, we all agree.”

In the clip quoted from Rapid Response 47, you see a CNN reporter trying to ask Dario a question about whether this will be enough, and Trump cuts off the reporter saying, 'Hold it, hold it. CNN Fake News. She’s Fake News. The worst.' Great move, since I guess Dario really didn’t want to answer that in front of Donald Trump, and they got to do a bit together.

This will probably flip at least five times in the next twelve months.

Let's Do Lunch

It still wasn’t the best possible dinner, which we know because (I can’t believe I have to type this) we can see the seating charts and Trump is not close to Anthropic cofounder Tom Brown or CEO Dario Amodei, and indeed you’d have to pass through Brad Gerstner and Richard Walters:

Andrew Curran: For the many people asking where Dario is:

鉴于特朗普可以直接接触马斯克、黄志坚和扎克伯格,而萨克斯在另一方也相当核心。

However, Brockman wasn’t that central either, and Anthropic got two slots, so maybe we should not read too much into such things beyond what we already knew.

Trump is very much still on the pro-AI warpath, even if he insists we not call it that, especially emphasizing the benefits of data centers.

关于亲人工智能的战路线,它完全可以与采取基本安全措施和设置防护栏相兼容。让整个事情爆炸对任何人都没有帮助。

So you can, if you want, do the responsible thing and present it as the warpath.

I Think It’s Morally Binding, Yeah

Trump said there’s going to be 'tremendous self-regulation,' which we mean as jointly agreeing on regulation.

This is part of there now being a White House Accord on [Artificial] Intelligence.

Jake Sherman: [Speaker Johnson] said on Squawk Box that 'a little oversight,' transparency, and external auditing of AI would be appropriate.

Andrew Curran: Speaker Johnson said after the meeting that everyone signed The White House Accord on [Artificial] Intelligence, A Joint Commitment on [AI] Responsibilities.

- voluntary commitments

- robust internal control

- layers of internal and external review

'The White House and Congress will continue to guide the industry’s development in a safe manner'

… Reporter: 'Mr. President, this accord that everyone signed, is it binding in any way?'

President Trump: 'I think it's morally binding, yeah.'

Hahahahahahaha.

The headlines often actually say ‘morally binding’; this is too perfect.

In practice, the provisions are simple enough, basic enough, and obviously worthwhile, so I expect them to be followed.

It’s still an important document. The real line that matters is easy to miss.

Everyone Who is Anyone

Yesterday I mentioned that the planned SAFA group to set AI standards, led by Google, OpenAI and Anthropic, was actively opposed by Meta, xAI and Nvidia.

This agreement is different. Meta, xAI, and Nvidia all signed on the dotted line.

微软和亚马逊出席了,但没有明显签署。目前不清楚他们是选择不签,还是被认为不够有资格被纳入。

The White House Accord on [Artificial] Intelligence

Here is the full text, with an external auditor for everyone, signatories include Sundar Pichai, Dario Amodei, Mark Zuckerberg, Elon Musk, Jensen Huang and Greg Brockman (since Sam Altman was at Dev Day):

White House Accord on [Artificial] Intelligence

Joint Commitment on Frontier Responsibilities

In order to build a positive future for the American people and the world, we believe every company is responsible for developing its own technology safely and in a way that builds trust with customers and the public.

This starts with every company that is training and deploying frontier models having robust internal processes and controls to ensure that their technology behaves as intended and that any issues are promptly identified and resolved. Therefore, in addition to any other precautions, we believe each company should implement the following four layers of controls and audits:

Implement robust internal controls to monitor the capabilities and alignment of its models during training and deployment in areas such as cybersecurity, biosecurity, and chemical threats, and to ensure that its models do not hack or access technical systems in unintended ways.

Empower an internal team to ensure that all controls, monitoring, and detection are functioning as intended, and that any issues are addressed.

与独立的外部审计员或评估员合作,对控制、监控和检测是否按预期运行进行独立评估。

指定董事会的独立委员会来监督并接收负责控制操作的团队以及内部和外部审计师和评估师的报告,并确保任何发现的问题得到整改。

Together, these steps will give each company, its customers, and the public confidence that the technology is operating as intended.

The participating companies will meet regularly to establish standards and best practices to improve the safety of their systems.

Over time, it may make sense to codify these steps into laws or regulations. Regardless of whether this is required for companies, we believe that implementing these controls and audits is critical to ensuring a safe future for everyone, and each of our companies is committed to doing so.

清单上的另外三件事都是好事,但我的意思是,你能想象有公司站出来说他们没有做那三件事吗,考虑到有这样的审计员和评价员存在?

- “No, we don’t have robust internal controls monitoring the capabilities and alignment of our models during training and deployment in areas such as cybersecurity, biosecurity, and chemical threats, nor to ensure that our models do not hack or access technical systems in unintended ways.”

- “No, we do not have an internal team empowered to ensure all of our controls, monitoring, and detection are functioning as intended, and that any issues are being resolved.”

……(The original text is too long, truncated here)

原文出處:Source: Zvi Mowshowitz ↗