Plan R: AI Safety by ASICs

Much of the civilization-scale risk we are seeing in AI in 2026 comes from the following combination: we created a single institution (the "Frontier AI Company") that has two properties: A. It is set up to create very powerful and/or self-replicating entities that may exceed the capabilities of the entirety of the rest of civilization and come with extraordinary risks B. It gets to own an unbounded financial claim on the resulting surplus All the technical stuff about AI, AI alignment, etc can be rolled up into point (A) above. My claim is that having point (A) on its own, without point (B) is probably okay. Nuclear technology and bioweapon technology both approximate (A) and they are mostly okay because without (B), there isn't an incentive for people controlling them to push their luck on safety. But with Frontier AI Companies, we mixed the two. The key claim of this post is that we can probably get rid of most of AI risk without doing anything other than separating out the bookkeeping, physical footprint and institutions so that there is no single org with both properties. And with a little help from ASICs, maybe we can also have a very productive AI industry that actually delivers most the benefits of AI to boot. No busy-waiting pause, no "banning AI", etc. What a typical AI disaster scenario currently looks like (e.g. those by Daniel Kokotajlo): AI company builds lots of compute and does research, with goods and services flowing in from the human economy. Human economy…