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Anthropic’s CEO wants AI to slow down. European VCs ask: Who really benefits?

Published 22 September, 2026

Should the companies laying the track really expect to capture the most value?

When Dario Amodei called for the AI industry to pace the frontier, it sparked a wider debate about who benefits from a slowdown, and where the real value in AI will ultimately rest.

Our Founding Partner, Patrice Mesnier, shared his perspective with Tech Funding News, drawing a parallel with history: railways steamrolled the global economy, yet the companies building them did not end up benefiting the most.

As Patrice notes, those who find the most effective ways to use the infrastructure tend to gain the most ground, particularly when progress slows.

Full article here:
https://techfundingnews.com/vcs-founders-amodei-ai-slowdown-frontier-risk-deployment/
 
Quotes from Oldenburg

"Railways, for example, transformed the global economy. But did the companies laying miles of track capture the most from the railways’ existence? No. AI may well follow the same pattern.

The people who build the infrastructure tend not to earn the largest profits. Instead, those who discover the most effective ways to use it capture the real value, particularly when progress slows.”

— Patrice Mesnier, Founding Partner