If AI labs were nationalized by the US government for national security reasons, the USG might be in a more convenient position to enforce an AI pause. With or without nationalization we’d have to do the hard work of convincing the government to pause, but if it’s nationalized then they have already swallowed one pill, which is strongly regulating AI and destroying the competition. From that state they’d only have to pause one big AGI project instead of many different competing projects at once.
(On the other hand, if we’re in that state then the US-China race will likely intensify which can make things harder for global coordination)
A misaligned AI will be incentivized to weaken the AI pause efforts, and it might achieve that by sowing chaos and distrust between pause advocates. This can have unfortunate consequences for the safety movement over the next few years.