Wondering what Sam’s endorsement of Dario is really about?

[Dear Reader, I am sorry to flood your email with so many posts lately; there’s simply too much happening that cannot be ignored. This one is short!]

This afternoon is supposed to be the big face-off about the supposed AI slowdown at Salesforce. Sam Altman is supposed to speak at 5p.m. ET, and lots of people are wondering what is he thinking?

An important clue comes from this post yesterday on X. See especially the highlighted bit:

Translation of the highlighted bit?

We will go as fast as we can without going to jail or getting sued out of existence, but for optics we will it call it “pacing”. Also, anything that will reduce regulatory uncertainty is probably great for our IPO, so bring it!

P.S. Quote of the year (or even the decade?) from Elon Musk: “It’s certainly some crazy 4d chess to say there’s whatever a 10% chance of annihilating humanity. But by the way, um, how much allocation would you like in our IPO?”

Elon Musk

@elonmusk

4D-Chess

5:51 AM · Sep 15, 2026

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