tl;dr: David Sacks tells OpenAI and Anthropic that if they truly believe frontier models are dangerous, they should unilaterally slow down rather than demand regulatory frameworks, antitrust exemptions, or captured evaluators like METR to force competitors to do the same. He argues their "pace the frontier" pitch is self-interested—driven by product liability exposure and market demand for reliability—and that seeking regulation as the price of restraint amounts to regulatory capture or blackmail.