In the real world, we see portfolios excluding fossil fuels, individual retail investors refusing to put money into fossil fuels, divestment from public institutions, etc.
My current take is that to a large extent, the reason this can happen is because there are substitute technologies like solar + batteries that became cheap enough in the 2010s and are still getting cheaper such that you can actually substitute it for fossil fuels.
AI has for all intents and purposes zero substitute.
To put it another way, there’s ~zero counterfactual impact from the things you list, and ~all of the impact if you wanted to end fossil fuel usage is to pursue policies that make gas more expensive and making alternative low-carbon stuff cheaper.
It’s not a coincidence that the commitments you mentioned were made about as soon as it was practical to make them without suffering economic losses, and by the late 2010s are even profitable, so in essence this was a thing where the profitable thing also correlated to what we want.
Unfortunately AI lacks this, so divestment/exclusion (without government intervention) doesn’t work.
This really isn’t that surprising, as Alex Mallen points out that RL incentivizes CDT, and reward-on-the-episode seekers are likely to behave according to CDT.
This is arguably one of the few (maybe only) RL properties that actually makes us safer in expectation that comes by default/for free (absent specifying the reward function perfectly, or using other countermeasures/special reward functions.)