Ideally such comms would also
Clarify how much of the community is actually focused on AI Safety vs other cause areas. I assume the AIS take on Anthropic different from the GHD side.
Distinguish between Open AI and Anthropic, two orgs that both had ties to the EA movement upon founding but have very different reputations in the community at present.
A few comments:
While it’s hard to beat the market at something it is optimizing for, it’s not nearly as hard to beat the market at something it isn’t optimizing for. The cleantech industry will optimize for profits, even if there’s some standard of social impact that must be met. If you optimize for social impact instead, it’s plausible you could be much more impactful per unit resources. The question is whether your startup would be commercially viable enough to scale.
Be wary of degrees of freedom. The above claim assumes that you have some range of potentially commercial successful cleantech ideas. Depending on how competitive the market is, you might be forced into the most potentially profitable one rather than the most impactful one. Losing degrees of freedom is the big cost you pay when going for-profit rather than non-profit (but you gain scalability and long-term stability, which may be worth it).
Make a model of impact that takes these counterfactuals into account directly. Model the expected impact of bringing about new technology, accounting for the costs of development and implementation (including costs that customers pay) and what those costs would have gone towards instead. Make an estimate for how socially impactful the marginal cleantech project would be. In general, projects that get funded will be more likely to scale than the projects they displaced. However, it’s uncertain whether they’re likely to be more or less impactful per unit resources, given the fact that the sector is not optimized for impact. You could look at a sample of projects and estimate the distribution of impact per unit resources (and maybe see if that correlates with scale—I’d guess weakly)
Keep your options wide. For what it’s worth, I expect that an impact-optimized founder with a comparative advantage for their work has a decent chance of launching something that is more impactful than the project they displace. However, it’s very easy to overrate your comparative advantage for a given path and even easier to miss out on other opportunities. You mentioned that this is one of multiple paths you’re considering. Keep it that way, and apply the same level of depth and rigor to each path.