TREE NEWS reports: Delphi Digital executive Tommy Shaughnessy said OpenAI and Anthropic are pushing to slow AI development as a “regulatory moat” against cheap Chinese open-source models. Speaking on Uneasy Money, he said he is weighing whether to back the two labs or the open-source camp, depending on which party wins. He did not name a timeframe or specific policy.
Delphi Exec: OpenAI, Anthropic Seek ‘Regulatory Moat’ Against China
AI take
The claim reframes AI safety advocacy as competitive strategy: incumbents benefit from compliance costs that open-source challengers cannot absorb. If accurate, the regulatory fight becomes a proxy for market structure in AI, with downstream effects on the crypto and RWA sectors that increasingly build on open models. The open question is whether policymakers treat calls for caution as technical input or as incumbent positioning — and whether open-source camps can organize politically before rules harden.
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