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@AnthropicAI cutting off access to Fable made me reappreciate how radical Bitcoin really is...
Before Bitcoin, governments could seize your assets and banks could cut off your access to the financial system. Bitcoin gave people something unprecedented: true property rights, ownership not mediated by a government, bank, or corporation.
As we enter the age of intelligence, a new class of gatekeepers is emerging. A handful of organizations increasingly control access to the most powerful AI systems, and as intelligence becomes a more important input into economic and human flourishing, that gatekeeping power becomes more concerning.
Open-source/open-weight models are the antidote. In the same way Bitcoin lets individuals own money, open-source/open-weight AI lets individuals own intelligence.
Given the enormous costs of training frontier models, the gap between open and closed systems may widen over time. I hope the economic incentives to release open-source/open-weight models persist, because broad access to intelligence may become as important as broad access to capital.
I woke up this morning feeling pretty uneasy about the Mythos/Fable situation.
not because this one decision is the end of the world, it isnāt.
but bc it feels like a glimpse of the world we may be heading toward.
AI is quickly becoming the most important capability layer in society. it will shape who can learn, build, defend themselves, start companies, access markets, create wealth, and understand the world around them.
and already, access to that capability is being permissioned.
- first by the enterprise, deciding who gets access to the best models.
- then by price, deciding who can actually afford to use them.
- now by the state, deciding who is allowed to access them based on nationality and jurisdiction.
that is what makes me very uncomfortable.
bc once access to intelligence becomes something granted by a small number of companies and governments, the world starts to split into haves and have-nots.
if some people have access to dramatically better intelligence, they can learn faster, build faster, earn faster, defend themselves better, and compound knowledge and capital at a rate others cannot match.
that gap does not stay static, it only widens.
and if we allow that structure to harden, it may become almost impossible to unwind.
this once again shows why censorship-resistant infrastructure matters.
crypto was born from the belief that access to money and financial rails should not depend entirely on the discretion of states and institutions.
AI expands that same problem from money to intelligence itself.
I do not think every restriction is automatically illegitimate as these systems are powerful, and there are real risks.
but precedent matters.
and the precedent being set is that access to intelligence can be controlled by a handful of enterprises and states.
that is a future we should be very careful about sleepwalking into...