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jimrandomh comments on Should I believe what the SIAI claims? - Less Wrong
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If I was SIAI my reasoning would be the following. First stop with the believes- believes not dichotomy and move to probabilities.
So what is the probability of a good outcome if you can't formalize friendliness before AGI? Some of them would argue infinitesimal. This is based on fast take-off winner take all type scenarios (I have a problem with this stage, but I would like it to be properly argued and that is hard).
So looking at the decision tree (under these assumptions) the only chance of a good outcome is to try to formalise FAI before AGI becomes well known. All the other options lead to extinction.
So to attack the "formalise Friendliness before AGI" position you would need to argue that the first AGIs are very unlikely to kill us all. That is the major battleground as far as I am concerned.
I don't think formalize-don't formalize should be a simple dichotomy either; friendliness can be formalized in various levels of detail, and the more details are formalized, the fewer unconstrained details there are which could be wrong in a way that kills us all.