Snark aside, maybe I’m too pessimistic and you are correct on this. But.. doesn’t that mean we are completely fucked? If they don’t have any ulterior motive and they truly are panicking.. We should start packing.
Google has shown they are not motivated at all to push the bigger and bigger SOTA frontier with Mythos-type super models. Even OpenAI isn't really even trying to surpass Anthropic at the top of the market, preferring to keep pace in benchmarks but at lower costs to serve. Anthropic with Mythos is now more or less alone in aggressively pushing the ceiling for the most "super-intelligent" models current computing can support.
It has made them and their investors a gigantic pile of money, but we're really supposed to believe their contribution to that arms race (which they now describe as a threat to humanity) has always been completely altruistic and that their corporate structure inherently makes self-interested decision making impossible?
Re the point on returning shareholder value, Anthropic is a PBC:
> Public Benefit Purpose: Under Delaware law, a PBC allows directors to legally weigh social and public good alongside maximizing profit for stockholders
Investors surely know this and Anthropic probably has pretty reasonable legal grounds to stand on if they chose to prioritize safety over profits.
Seems pretty clear to me that this is in earnest.