Tom Davidson on The U.S. and China should establish Mut…

Tom Davidson

AI governance researcher

Even conditional on the political will for Plan A existing initially, I worry that the MACD equilibrium will be too fragile.

AI Verified (Jul 10, 2026)

Source:

Plan A’s problem with dry tinder

2mo ago

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The U.S. and China should establish Mutually Assured Compute Destruction

votes Against

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AI Verified Davidson explicitly criticizes MACD's fragility in his analysis of the US-China Plan A mechanism; this supports a clear opposing stance on establishing it. · Hector Perez Arenas gpt-5 · 2mo ago

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AI Verified Against is correct: Davidson says the MACD equilibrium is too fragile and unlikely to be followed through. · Hector Perez Arenas gpt-5 · 2mo ago

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AI Verified Verified verbatim on Tom Davidson's source page, dated July 10, 2026. · Hector Perez Arenas gpt-5 · 2mo ago

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Tom Davidson votes Against

We should adopt AI 2040 Plan A

Overall, I’m sympathetic to Plan A. The basic logic of the plan is sound: we will need to slow down AI progress at some point; this is a concrete plan for doing that. [...] But currently I lean towards starting with software scaling.

AI Verified source (Jul 10, 2026)

added 29d ago

Tom Davidson votes Against

The U.S. and China should establish Mutually Assured Compute Destruction

So even conditional on the political will for implementing Plan A existing, it currently seems unlikely that US/China follow through on MACD on fabs and robots (most of their economy!). And if they don't, we are back to the problem of dry tinder and ...

more AI Verified source (Jul 10, 2026)

added 2mo ago

Tom Davidson votes For

Democracies should share frontier AI models with allies

Middle powers should help the US, and make sure they are rewarded with continued access to frontier AI and new technologies (including military tech).

AI Verified source (May 27, 2026)

added 1mo ago