(strong opinions held lightly)
I currently think that the direct impact of much of safety work in AI companies is net negative, primarily by accelerating AI[1] R&D[2], and secondarily by making it harder for the rest of the world to notice deep safety issues via shallow fixes.
I didn't realize that safety was bottlenecking capabilities until this year (actually I didn't think they meaningfully were until this year, though I'm open to updating). In the past I thought the primary downsides of safety work at AI companies was a) PR/optical: safetywashing the capabilities work both internally and externally and falsely making the companies come across as "responsible", and b) secondarily, the human safety-to-capabilities pipeline where you can delude yourself to thinking that capabilities work is net positive, and therefore you can switch over to capabilities work as long it pays better or was more technically interesting[3]. I thought both a) and b) were significant but ultimately manageable[4].
I didn't think the direct capabilities downsides of pre-2026 safety work was particularly high, with the probable exception of RLHF. So I thought safety work at AI companies was a reasonable bet: low direct downside, moderate direct upside, and a bunch of secondary upsides like serving as a counterbalance to fucked up AI company culture, and being able to warn the rest of the world at opportune times.
I'm now less sure that my pre-2026 assessment was accurate even at the time, after reading/learning/thinking more about the issue. I think in 2024 or 2025 my archetypal examples of safety maybe accelerating capabilities (other than safety washing) was stuff like mech-interp stuff that led to minor capabilities growth or the blurry lines between technical AI safety and product safety, but the actual big deals at the time, as Ngo points out, were stuff like scaling laws and generally being conceptually clear-headed about macro-picture stuff in ways that lead to "better" organizat