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Dario Amodei asked the industry on Saturday to pace how fast frontier AI capabilities improve, and Sam Altman and Elon Musk backed him within a day. Dan DeFrancesco of Business Insider Today argues the timing is worth questioning, weeks out from Anthropic's expected Nasdaq listing, and that a common speed limit protects whoever is already ahead: open-source challengers would carry compliance costs the big labs can absorb. Pras Subramanian gives the other read, including why a slowdown call might be bullish for an IPO.
Featuring:
Jake Conley, Breaking Business News Reporter, Yahoo Finance
Dan DeFrancesco, Executive Editor, Business Insider Today
Pras Subramanian, Senior Reporter, Yahoo Finance
Amodei said pacing "does not mean halting model training or technical progress." Anthropic filed confidentially in June and was valued at $965 billion earlier this year. OpenAI has ruled out an IPO this year.
Timestamps
0:00 The calls are coming from inside the house
0:37 Is this a real signal, or is it messaging?
1:57 Four years of the sky is the limit, then the ROI questions
2:57 Can the US afford to slow down while China does not?
3:51 Pacing is not stopping
4:31 Nobody is saying slow the capex
5:33 What regulation does to a product roadmap
6:13 Regulatory capture, and who a common speed limit protects
6:57 Two readings, and why one of them is bullish for the IPO
#AI #Anthropic #OpenAI #AIBubble #Capex #YahooFinance
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