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They can believe A and B and at the same time they don't want to cripple themselves. Your logic does not hold up.

Similar situation: nuclear race - everybody knew the risks, but making yourself armless does not help in any way. You need to make sure everyone is on the same page before you make yourself vulnerable in any way.

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If there's a company with an insanely high valuation, and two potential motives consistent with their actions, one altruistic and one greedy, I'm struggling to understand why the assumption would be altruism, rather than the overwhelmingly more common primary motivation of "we want to make a boatload of money" while finding it useful to pretend otherwise, especially when so many sizable investors have similar sizable expectations for their returns.

I don't see the greedy path - why would stopping research - the biggest advantage frontier labs have, did bring any value to them?

It seems to me the ROI on the research may be diminishing. If they aren't turning a profit with the infrastructure already deployed and the models already trained then buying more GPUs and spending billions more on training doesn't seem like it would improve the correct side of the balance sheet.

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