ES

Executive intelligence on AI power and economics

Silicon Valley Confidential

AI labs · Capital · Infrastructure · GeopoliticsOpens every weekend

The investigation, in depth

Special reports

Single-topic investigations and analysis: original documents, context and editorial judgment on AI power and economics.

Black-and-white editorial illustration of Dario Amodei beside three switches symbolising training, infrastructure and permissions. AI-generated; not a real scene.

Special report · AI and safety

Should we pause AI? First, decide what we are stopping

What OpenAI, METR, AISI and Anthropic reports reveal about permissions, pauses and the evidence needed before resuming.

September 13, 2026 · 8 min read

Read the report

Information to help you form your own judgment

These reports do not claim to offer the best opinion or the final word. Their purpose is to give you cross-checked information, context and sources you can consult to form your own judgment.

To do this, we put an exclusive Arkatai research agent to work on the documentary research behind each topic. Its work supports our analysis and editorial review; responsibility for what we publish remains ours.

We distinguish documented evidence, statements made by sources and our interpretation. We make limitations and uncertainties visible, state the editorial cutoff and link to the originals. The value of each report lies in your ability to examine the information and decide for yourself.