NOTES / 2026.09.13 · 5-post thread · 644 likes
Price the liability, and the frontier paces itself
AI collapses the cost of execution for anything easy to verify. The danger arrives where automation is possible but verification is too expensive — which is exactly where the labs are on safety, cyber, and security. Make them internalize that externality and verification tooling gets built in a hurry.
FIG. 01 — FROM THE ORIGINAL THREAD
When we looked at the economics of AGI, the key policy challenge was immediately clear:
AI drastically lowers the cost of execution for anything easy to verify.
For everything else, verification is the bottleneck.
Things get dangerous when automation is possible but verification is too expensive.
That’s where you’re tempted to deploy AI you cannot verify is safe.
That’s where the frontier labs are with safety, cyber and security engineering.
The labs are racing towards recursive self-improvement before we have the tools to measure and verify what their agent swarms actually do.
🚨 The incentives reward deployment! The hidden tech debt and systemic risk? Society’s problem.
The solution is to force the labs to internalize that externality: price the liability, and let them take risks commensurate with what they can cover.
Verification tooling gets built in a hurry once someone has to pay for its absence.
This would also naturally pace the frontier. The only useful AI is AI we can steer and trust.
The race is to scale that AI, not to outrun our ability to verify it. That is the only race that matters, at home and globally. x.com
Originally published as a thread on X.