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Good morning, it is Sunday, September 13, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
The biggest story today is Dario Amodei's essay calling on the AI industry to voluntarily slow frontier development. The reaction split fast. Musk and Altman endorsed the framing. David Sacks landed the sharpest punch — arguing this is less safety policy and more moat-building by the two companies that already dominate frontier AI by revenue and capability. He's not wrong to raise that. Calacanis thinks the essay alone could move AI stocks down double digits Monday. Sanders says a slowdown isn't enough — he wants a full stop. This is no longer a philosophical debate. It has regulatory and antitrust teeth now.
Second thread worth watching: Grok is landing inside Microsoft Copilot. That's real enterprise distribution for xAI. Quiet move, big surface area.
And the tariff refund numbers Sanders dropped — Walmart got $2.9 billion back, Apple $2.2 billion — those will keep circulating because neither party has a clean answer.
Back tomorrow.