The Briefing
- Sam Altman told OpenAI employees the AI race could end one of three ways: an IAEA-style international watchdog, a merger of top AI labs into a single entity he named the "Demis Plan," or one company seizing enough compute power to disable every competitor on the planet.
- Altman reserved his sharpest condemnation for the third scenario—calling it "terrible"—while openly favoring an international oversight body modeled on the nuclear watchdog he has championed publicly since 2023.
- Google, OpenAI, and Anthropic are already building the Standards Authority for Frontier AI (SAFA), a FINRA-style industry self-regulatory body targeting a launch by late 2026 or early 2027, with former Trump White House AI adviser Sriram Krishnan among those approached to lead it.