#AIAnxietyHitsChipStocks

The key distinction is between slowing model releases and slowing infrastructure spending. AI and chip stocks sold off Sept 14, yet AI data center investment remains elevated. My read: calls for more safety evaluation are a risk to the pace of expansion, but a weaker GPU demand outlook would need evidence that spending plans are changing too. #AIAnxietyHitsChipStocks

While AI stocks bleeding — CoreWeave -6%, MARA -5% after Anthropic CEO called for slower AI development Crypto is outperforming. $BTC +1% to $77.8K, $ETH +2% to $2.5K Narrative flipped. Money leaving overvalued AI chips, hunting oversold BTC that was dead at $60K last month. BTC was oversold for months. Now short-term traders betting $80K+ by Dec. Rotation is real — not hype. Are you still in AI stocks or rotated to crypto? #BTC #AI #Rotation

#AnthropicIPOOnNasdaq Anthropic is targeting an October IPO on Nasdaq — filings by end of September, roadshows mid-October. Up to $100B raised at a ~$2T valuation 👀 The timing is wild. Dario Amodei just publicly called for slowing frontier AI development to let safety governance catch up. Altman and Musk both expressed support. Trump pushed back, saying slowing R&D on safety grounds is the wrong move 🤔 So Anthropic is going public while its own CEO is advocating for the industry to pump the brakes. That's either the most principled IPO pitch ever, or the most complicated one 🫠 Nvidia reportedly in talks to anchor up to $10B. If that holds, it's the biggest single anchor commitment in recent IPO history 🔥 Safety governance as a moat or a drag on iteration speed — that's the bet investors are being asked to make here. Does Dario's safety-first stance attract the right long-term capital, or does it spook growth investors? 👇

📊 $NVDA Perp | RANGE IN PLAY $NVDA is hovering near $215.2 as momentum stays relatively quiet. 🟢 Support: $203.8 🔴 Resistance: $234.9 📈 24H Range: $214.0–$217.6 💰 Volume: ~10.1M USDT Price remains compressed inside the range. A breakout or breakdown could define the next move. 👀 #NVDA #Trading #Markets

Why a swift AI pause is unlikely: no one trusts AI companies

Elon Musk on what “Dario is right” actually meant. "I probably should have said Dario is right." "I did try to clarify it in subsequent posts on X, but those get much less attention." "The danger of AI is very significant at this point." "That we need to do better with AI safety, or we have at this point exponentially increasing risk with the AI models." Hosts asked if he meant the harm, the regulation, or both. He narrowed it to the risk — not a regulatory manifesto. • Danger of AI — very significant now • Safety bar — has to rise with the models • Risk curve — exponentially increasing • Clarification — X posts got less attention than the three-word stamp Believe the people building the models when they say they are dangerous. Peer review before release is the next move — not a slogan.

Trump says AI safety fears a 'hoax' as he rejects calls for greater safeguards

signal/noise: - google + openai + anthropic: safety-body talks. - euclyd: €200m+ series a; ex-asml chief chairs. - buildots: $130m round. - gates foundation: $1b for ai access. ai is policy, chips, capital.

Hugging Face's Chief Ethics Scientist Margaret Mitchell says billionaires' calls to slow AI reflect both genuine safety concerns and self-interest. Mitchell argues safety, privacy and security can be core to AI development rather than barriers to it

JENSEN HUANG WAS ASKED HOW TO EXPLAIN A "10% CHANCE OF EXTINCTION" TO A NORMAL PERSON He said you shouldn't try, because the number is made up. "These are well-educated. They're called researchers. Obviously they're working in a lab. And so the confluence of these words and then the prediction is alarming and troubling, and it shouldn't be done. It's irresponsible." Then he listed the predictions that didn't happen. "There was a prediction that in five years' time, radiology will be completely taken over by artificial intelligence and there'll be no radiologists in the world. That has proven to be exactly the opposite." "Within 6 to 12 months, 90% of code would already be generated by AI. That has turned out to be wrong." "50% of entry jobs will be wiped out. That has proven to be wrong." "We have to take account for all of the stupid predictions that were made."