The worst part of Dario's missive, that I don't see a lot of people commenting on, is that he used the whole thing to try to advocate for legalization of explicit cartel behaviour between the AI labs:

... "For antitrust reasons, it’s helpful for the US government to mediate or at least enable these discussions — they don’t need to participate, but do need to issue a narrow waiver for certain kinds of safety conversations" ...

The result of such a waiver allowing them to coordinate ("narrowly on safety" is doing a lot of heavy lifting there) could be price fixing without legal recourse from the consumer/DOJ to prosecute it. Right now we have a somewhat vigorous level of competition between OpenAI and Anthropic and consumers are benefiting from it.

They really want that to end.