To clarify, “think for five minutes” was an appeal to people who might want to do these kinds of things in the future, not a claim about Guido or Michael.
That said, I do in fact claim they have not thought carefully about their theory of change, and the linked comment from Michael lists very obvious surface-level reasons for why do this in front of anthropic and not openai; I really would not consider this on the level of demonstrating having thought carefully about the theory of change.
To clarify, “think for five minutes” was an appeal to people who might want to do these kinds of things in the future, not a claim about Guido or Michael.
That said, I do in fact claim they have not thought carefully about their theory of change, and the linked comment from Michael lists very obvious surface-level reasons for why do this in front of anthropic and not openai; I really would not consider this on the level of demonstrating having thought carefully about the theory of change.