The new narrative has begun—are we ready to enter the sovereign AI moment?
This weekend has been packed with information.
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A long piece by Amodei traces OpenAI’s pause of its IPO, and it all points to one core issue: RSI and alignment problems. AI development is starting to feel uncontrollable.
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In specific terms: “By the end of this decade, there’s a 10% chance of killing all of humanity,” and “Within 6 to 12 months, this group of AI agents may be able to take control of the entire internet through a continuously running zombie network, causing losses of hundreds of billions of dollars—and then the scale of losses would keep growing.”
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Now, this narrative seems to be gaining some new traction—sovereign AI and safety AI.
~~
The market may first focus on the most directly reflected issues, such as how the slowdown affects AI hardware—e.g., reduced training has a greater impact on Nvidia. Sovereign AI also implies that pricing won’t be governed entirely by market behavior.
Second, OpenAI’s IPO delay: the market doesn’t fully buy its official, well-rehearsed explanations. The fact that large models aren’t worth that much money is also part of it. This is also a reflection of the market’s reaction to large-model valuations.
~~
I’ve been watching how smoothly AI stocks fall and adjust—there’s still a bit of resistance to the downside. Typically, markets move in the direction with the least resistance. If AI overall faces resistance as it moves down, will it break into new momentum driven by the new narrative? That’s something worth observing and hoping for!
From an early, almost barbaric style of development to a “big alliance” model of more standardized, regulated growth, I think this is the only path forward. In that process, there will definitely be battles over who gets to set the standards. But moving toward compliance and safety is never a decisive blow meant to destroy the other side—it’s instead something that enables broader, more confident adoption.
~~
Next, the two sides—AO—should keep pushing industry consensus. I’ll keep tracking their progress and how corresponding AI stocks perform.
~~
Also, another flag worth watching is PLTR. I haven’t done detailed research yet—I’ll just mention it for now. You can pay a little attention.
~
It’s still not clear to what extent this can be achieved. Once the focus shifts from competing on technological advancement to a broader dimension, things may become clearer.
~~
$ZHIPU Zhipu’s decline is more than expected—just follow along and do a bit along the way; nothing else much.
This weekend has been packed with information.
~~
A long piece by Amodei traces OpenAI’s pause of its IPO, and it all points to one core issue: RSI and alignment problems. AI development is starting to feel uncontrollable.
~~
In specific terms: “By the end of this decade, there’s a 10% chance of killing all of humanity,” and “Within 6 to 12 months, this group of AI agents may be able to take control of the entire internet through a continuously running zombie network, causing losses of hundreds of billions of dollars—and then the scale of losses would keep growing.”
~~
Now, this narrative seems to be gaining some new traction—sovereign AI and safety AI.
~~
The market may first focus on the most directly reflected issues, such as how the slowdown affects AI hardware—e.g., reduced training has a greater impact on Nvidia. Sovereign AI also implies that pricing won’t be governed entirely by market behavior.
Second, OpenAI’s IPO delay: the market doesn’t fully buy its official, well-rehearsed explanations. The fact that large models aren’t worth that much money is also part of it. This is also a reflection of the market’s reaction to large-model valuations.
~~
I’ve been watching how smoothly AI stocks fall and adjust—there’s still a bit of resistance to the downside. Typically, markets move in the direction with the least resistance. If AI overall faces resistance as it moves down, will it break into new momentum driven by the new narrative? That’s something worth observing and hoping for!
From an early, almost barbaric style of development to a “big alliance” model of more standardized, regulated growth, I think this is the only path forward. In that process, there will definitely be battles over who gets to set the standards. But moving toward compliance and safety is never a decisive blow meant to destroy the other side—it’s instead something that enables broader, more confident adoption.
~~
Next, the two sides—AO—should keep pushing industry consensus. I’ll keep tracking their progress and how corresponding AI stocks perform.
~~
Also, another flag worth watching is PLTR. I haven’t done detailed research yet—I’ll just mention it for now. You can pay a little attention.
~
It’s still not clear to what extent this can be achieved. Once the focus shifts from competing on technological advancement to a broader dimension, things may become clearer.
~~
$ZHIPU Zhipu’s decline is more than expected—just follow along and do a bit along the way; nothing else much.