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I both agree that the race dynamic is concerning (and would like to see Anthropic address them explicitly), and also think that Anthropic should get a fair bit of credit for not releasing Claude before ChatGPT, a thing they could have done and probably gained a lot of investment / hype over.  I think Anthropic's "let's not contribute to AI hype" is good in the same way that OpenAI's "let's generate massive" hype strategy is bad.

Like definitely I'm worried about the incentive to stay competitive, especially in the product space. But I think it's worth highlighting that Anthropic (and Deepmind and Google AI fwiw)  have not rushed to product when they could have. There's still the relevant question "is building SOTA systems net positive given this strategy", and it's not clear to me what the answer is, but I want to acknowledge that "building SOTA systems and generating hype / rushing to market" is the default for startups and "build SOTA systems and resist the juicy incentive" is what Anthropic has done so far & that's significant.

And then on top of that there are significant other risks from the transition to AI. Maybe a total of more like 40% total existential risk from AI this century? With extinction risk more like half of that, and more uncertain since I've thought less about it.

40% total existential risk, and extinction risk half of that? Does that mean the other half is some kind of existential catastrophe / bad values lock-in but where humans do survive?