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TechCheck

AI’s high-stakes safety divide 2/12/26

TechCheck

CNBC

Faang, Business, Technology, Investing, Management, Disruptors, Tech, Cnbc

4.566 Ratings

🗓️ 12 February 2026

⏱️ 6 minutes

🧾️ Download transcript

Summary

The AI race is becoming more polarized as Anthropic donated $20M to a group supporting more AI regulation. We dig into the battle lines being drawn within the industry over the future of AI safety.

Transcript

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0:00.0

Political battle lines now being drawn in the AI industry Anthropic.

0:07.0

Announcing today it's donating $200 million to a super PAC that supports putting more guardraals around the technology.

0:14.0

Deirdre Bosa has more in today's tech checks, so they're not just spending on data centers, Deirdre.

0:19.0

Not just data centers, but this certainly does relate to the ability maybe to build data centers.

0:24.4

But what we're talking about right now is AI's internal safety civil war.

0:27.7

That's going public.

0:28.8

You've got Anthropic on one side arguing for guardrails on everything from kid safety to chip exports to China.

0:34.1

They just put $20 million directly in their own name into a super PAC that will

0:38.8

launch ads for pro-regulation Republicans, and it plans to target 30 to 50 races in both parties

0:44.1

the cycle. Now on the other side, we'll get over to it, a coalition of AI's biggest players,

0:49.4

Open AI co-founder Greg Brockman, Andrews, Horowitz, Palantir co-founder Joe Lonsdale. They have poured

0:55.1

$125 million into a pack called Leaving the Future. They want a single federal AI standard that

1:01.2

would override state laws, and they have the White House behind them. Now, a few years ago, guys,

1:06.1

this would have been a side show. AI was all promised and very little pushback, but that is not where we are

1:12.2

anymore. Just this week, an anthropic researcher quit in part to write poetry about, quote,

1:18.0

the place we find ourselves. Two open AI researchers, they also left this week, one citing

1:23.0

ethical concerns and another posting on the way out. I finally feel the existential threat that AI is posing.

1:29.6

And then XAI lost the co-founder who ran safety.

1:33.3

Now, yesterday, a former OpenAI safety research published an op-ed in the New York Times,

1:38.3

warning that putting ads in chat GPT is the Facebook playbook all over again.

1:43.5

But I want to stress, this isn't just talk.

1:45.3

Open AI has also dismantled its mission alignment team, which was created to make sure that

...

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