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OpenAI, Anthropic, Google and SpaceXAI sued for allegedly agreeing to slow down AI: what it means for businesses in Vigo and Galicia

On 18 September, four subscribers sued the major AI labs over an alleged pact to slow down AI development. Here's what they're claiming, why it has legal grounds, and what a business in Galicia should do about it.

By Miguel A. Taboada
· 6 min read

On 18 September 2026, four paying subscribers to ChatGPT, Claude, Grok and Gemini filed a class-action antitrust lawsuit against OpenAI, Anthropic, Google and SpaceXAI in the federal court for the Northern District of California. They accuse the companies of agreeing to slow down the development of artificial intelligence, which they say reduces what they get in return for their subscription. For a business in Vigo or Galicia, nothing changes immediately, but it's a good moment to stop relying on a single AI tool.

It's rare to see something like this: companies being sued for wanting to slow down. A year ago the argument ran the other way, whether AI was moving too fast. Here are the facts as reported, what each side says, and what it means if you use AI every day at work.

What exactly happened?

The timeline, as reported in the lawsuit and by outlets such as OPB, Bloomberg Law and MediaNama, runs as follows:

DateWhat happened
July 2026Senior staff at several labs sign a statement acknowledging "intense competitive pressure" not to slow down unilaterally, and call on governments for a global push to go slower.
12 SeptemberDario Amodei, Anthropic's chief executive, publishes an essay proposing that the industry coordinate to rein in AI capabilities and prioritise safety. The same day, Sam Altman (OpenAI), Elon Musk (SpaceXAI) and Demis Hassabis (Google DeepMind) publicly agree.
18 SeptemberFour subscribers file the lawsuit in the Northern District of California, seeking to represent all paying subscribers in the country.

According to MediaNama, the lawsuit asks the court to certify it as a nationwide class action, seeks treble damages as provided for under US antitrust law, and requests an injunction blocking the pact. At the time the news broke, the companies had not yet responded.

What are the claimants alleging?

That an agreement between competitors to limit what they produce is illegal, even if done with good intentions. They rely on Section 1 of the Sherman Act, the US antitrust law that bans rivals from colluding to restrict competition.

What's interesting is what they're not asking for. They don't object to each company slowing down on its own, nor to Congress passing a law requiring a slowdown. What they reject is the shortcut: the decision coming from a private agreement between the four most powerful companies in the sector, rather than from each company's own choice or from legislation.

Lead counsel Nick Rowley summed it up with a striking idea: he accepts that AI can be dangerous, and precisely because of that, he argues its safety can't be left to private agreements between profit-making companies.

Does the lawsuit have legs?

There are two readings, and both have a point.

  • It's opportunistic. Consumer harm is hard to prove: no one has shown that ChatGPT or Claude are worth less today than before Amodei's essay. And what the claimants are effectively asking for, continued acceleration, is exactly what worries many researchers.
  • It has legal grounds. In competition law, the motive behind a pact usually doesn't matter. If competitors agree to limit their output, the agreement is suspect, even if it's done for everyone's safety.

The result is a pincer for the labs. If one slows down alone, its rivals overtake it. If they slow down together, they get sued. The only clean way out is for a state to decide. That's why some believe the lawsuit, far from blocking AI regulation, makes it almost inevitable.

Bear in mind: this is a freshly filed lawsuit. None of its claims have been proven in court, and these cases in the United States tend to take years.

What about Europe? There's already a law here

In the European Union, the underlying question, who decides how much AI slows down, has a different answer: the law decides. The EU AI Act (Regulation (EU) 2024/1689) came into force in August 2024 and applies in phases. It bans certain uses, requires transparency from general-purpose models, and sets obligations for high-risk systems.

And there's a detail close to home: AESIA, the Spanish Agency for the Supervision of Artificial Intelligence, the body that oversees compliance with that law in Spain, is based in A Coruña. Galicia is home to the whole country's AI watchdog.

What does this mean for a business in Vigo or Galicia?

In the short term, nothing. Your ChatGPT, Claude or Gemini subscription will keep working exactly the same tomorrow. But the case leaves three practical lessons:

  1. Don't rely on a single provider. The big AI companies can change prices, limits or features from one month to the next, whether by their own decision, a pact or a court ruling. If your business uses AI to handle customers, draft quotes or summarise emails, make sure you can switch models without having to rebuild everything.
  2. Write down what you do with AI. Which tools you use, with what data, and for what purpose. If a client, an inspection or AESIA itself ever asks, you'll have it to hand. And if you process personal data, GDPR still applies.
  3. What really sets you apart is still yours. A clear website, well positioned and easy for AI to read and cite, doesn't depend on what four companies in California decide. I cover this in how to appear in ChatGPT and AI answers.

If you want to bring AI into your business without being tied to a single brand, for example with an assistant that answers your customers or an automation that saves you paperwork, I can help from Vigo. Take a look at how I build custom apps for businesses or request a quote.

Frequently asked questions

Who is suing OpenAI, Anthropic, Google and SpaceXAI?

Four people who pay for a ChatGPT, Claude, Grok or Gemini subscription. They want to represent all paying subscribers in the United States in a class action. Their lead counsel is Nick Rowley.

Why are they being sued?

Because the claimants believe the four companies agreed to slow down AI development, which they say reduces the value of what they pay for. Agreements between competitors to limit output breach US antitrust law.

Where and when was the lawsuit filed?

On 18 September 2026, in the federal court for the Northern District of California.

Does this affect ChatGPT or Claude users in Spain?

Not directly: the case is being heard in the United States and only covers subscribers there. In Spain and the EU, the EU AI Act applies, overseen by AESIA from A Coruña.

What should a Galician SME using AI do?

Avoid relying on a single tool, keep a record of what you use and with what data, comply with GDPR, and look after what's genuinely yours: your website, your Google ranking and your business listing.

Miguel A. Taboada

Miguel A. Taboada

I design and build websites, apps and useful AI from Vigo, Spain. I write about what I see every week looking after websites for artists, schools and small businesses.