On September 13, Anthropic CEO Dario Amodei published a long post arguing that the industry has to slow down how fast it pushes AI model capabilities. Slowing the pace, he wrote, doesn't mean stopping model training or technical progress — it means making sure companies get enough time to work on alignment and to protect their models. OpenAI founder Sam Altman agreed: "I agree with Dario Amodei (Anthropic CEO) that we need to control the progress of frontier models. That's been a main topic of discussion at OpenAI lately. Committing to give independent evaluators employee-like access is a great idea, and we'll do it too. We'll have more to share soon."
The stance from the two AI giants threw cold water on the market, which read it as a prisoner's dilemma that can't actually slow the AI race down. On the surface, safety testing, runtime monitoring, and third-party verification simply can't keep up with how fast models iterate. Near-term, that weighs on sentiment across the AI sector and trims short-term expectations for next-generation models. The giants want to push the next round of big R&D spending out, cash in on the products they already have, and take some heat out of infrastructure and capital spending.
On Trade.xyz, AI-linked US equities are already pricing Monday's session. Most sit roughly 3-5% below Friday's after-hours levels, and a drop is expected before tomorrow's opening bell:
Nvidia is at $214.34, versus $218.26 after Friday's close;
AMD is at $501.81, versus $515.78 after Friday's close;
Intel (INTC) is at $99.33, versus $103.02 after Friday's close;
Qualcomm (QCOM) is at $178.45, versus $182.15 after Friday's close;
Marvell Technology (MRVL) is at $227.87, versus $236.13 after Friday's close;
Micron (MU) is at $934.2, versus $975.07 after Friday's close;
SanDisk (SNDK) is at $1575.2, versus $1631.08 after Friday's close;
CoreWeave (CRWV) is at $85.16, versus $89.16 after Friday's close;
Nebius (NBIS) is at $213.26, versus $224.49 after Friday's close.
Anthropic ahead of its IPO…