>The danger of something like AI+drones (or less imminent, AI+bioengineering) can lead to a severe degradation of security
For smaller countries nukes represented an increase in security, not a degradation. North Korea probably wouldn't still be independent today if it didn't have nukes, and Russia would never have invaded Ukraine if Ukraine hadn't given up its nukes. Restricting access to nukes is only in the interest of big countries that want to bully small countries around, because nukes level the playing field. The same applies to AI.
The comment was not speaking in favour of restrictionism, (I don't support it) but what strategy the more powerful states will adopt.
Regarding an increase in security with nukes, what you say applies for exceptions against a general non-nuclear background. Without restrictions, every small country could have a weapon, with a danger of escalation behind every conflict, authoritatrians using a nuclear option as a protection against a revolt etc. The likelihood of nuclear war would be much more(even with the current situation, there have been close shaves)
For smaller countries nukes represented an increase in security, not a degradation. North Korea probably wouldn't still be independent today if it didn't have nukes, and Russia would never have invaded Ukraine if Ukraine hadn't given up its nukes. Restricting access to nukes is only in the interest of big countries that want to bully small countries around, because nukes level the playing field. The same applies to AI.