OpenAI and Anthropic themselves ended up supporting the letter. Around the same time, top Trump administration officials started freaking out about an impressive new Chinese open weight AI model called Kimi K3, which was allegedly distilled from Anthropic’s Fable 5. But I think they are evidence of a larger worldview taking hold in Silicon Valley, where many tech insiders are increasingly worried about OpenAI and Anthropic’s dominance. Researchers and investors I’ve talked to recently have framed the AI industry as a two-horse race that doesn’t seem to be slowing down, and that’s a cause for concern. Other groups in Silicon Valley are more worried about power than safety.