Earlier, the market was shaken by China and cheap alternatives. Investors could only guess whether the U.S. is spending too much on hardware. Now things are much worse: the very creators of the technology say that we need to press the brakes.
Dario Amadei (Anthropic) claims that AI is developing faster than they can manage to control it. Sam Altman (OpenAI) publicly agrees with this assessment. OpenAI’s chief scientist has even acknowledged that the safety question still hasn’t been resolved for the current pace of scaling.
Why the market is under threat right now:
Capital expenditures vs. the pause. Big Tech is pouring under $700 billion into infrastructure this year. If the release pace is deliberately slowed down, the payback on these massive investments is pushed back for an indefinite period.
Pressure from regulators. Lawmakers are pushing for mandatory audits and tough reporting requirements for leading labs.
Mass layoffs and warnings. Former top researchers who recently left OpenAI and Anthropic openly state the risks.
We have a combo of three factors: developers’ calls for a pause, a regulatory noose, and billion-dollar spending that continues to burn through cash.
The trade that grew uninterrupted over the last few years is now threatened by those who created it. We’re keeping a close eye on things and preparing for heightened volatility.
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