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At the All-In Summit on Sept 14, Trump called Nvidia CEO Huang on stage, dismissing AI takeover fears as a 'scam' and vowing not to let safety concerns slow AI development; Huang agreed. Anthropic CEO Amodei called for slowing frontier development for safety governance; Altman agreed, and Obama called for a clear AI policy framework. As debates intensified, chip, memory, and data center stocks sold off. The divide widens between AI safety calls and the continued scale-up of compute investment.
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Autor: Ye Su; Sursa: X, @allen_su1024
Weekend. Dario a publicat brusc un articol lung intitulat „We Must Pace the Frontier”, în care a afirmat pentru prima dată foarte clar: AI-ul de frontieră ar trebui să fie încetinit în mod proactiv.
Motivul lui este simplu. În următorii 5-10 ani, AI ar putea stimula semnificativ tratamentul bolilor, creșterea economică și prosperitatea socială. Dar în 2026, lucrurile încep să se schimbe. Agenții au intrat cu adevărat în lumea reală, modelele încep să partic
The Feed 9/15/26
- AI: Frontier labs call to pace development. Elon on All-In: peer-review models, include China. Obama/Harris/Mamdani want Washington to slow it with regulation. Sacks: if you want to slow down, just slow down. Jensen: the extinction forecasts aren’t science; Nvidia isn’t braking. Trump: hoax, high-IQ president is the guardrail. China: U.S. is "fearmongering," we’re not stopping.
- Space: Shotwell/Elon on All-In: SpaceX, Starship and Starlink updates.
Air Force Secretary Meink admits U.S. has on-orbit space-control weapons.
- Crypto: Clarity Act cloture today, 2:15 ET needs 60 votes. Dems rejected the GOP “final” text, sent a counter. Still deadlocked. Bessent pushing. BTC below 76k, down ~4%. Armstrong optimistic on 60.
$AAOI is drawing attention in the RWA space after a sharp pullback.
Now at $95.76, down 9.1% today, but still up ~175% YTD. AI data-center demand for 800G/1.6T optics remains strong, while dilution concerns and insider selling weigh on sentiment.
High volatility, but worth watching after the pullback. DYOR.
#RWA #AAOI #FOMC
#FOMCRateCallThisWeek #AIAnxietyHitsChipStocks #SaudiOilPipelineDamaged
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
Something rare happened in the AI circle yesterday: the loudest to shout "Wolf is coming" was the one who made the wolf.
Anthropic's CEO published a long article warning that AI's "recursive self-improvement" could get out of control, and also said OpenAI's agents attacked HuggingFace. Even more rare, Altman and Musk publicly liked and supported it; the three giants unusually stood on the same side, all calling to "slow down.
#AIAnxietyHitsChipStocks AI has reached a strange point: leaders want to slow the models while companies keep scaling the machines 👀
Safety concerns helped pressure Nvidia, AMD and Intel, yet AI data center investment remains huge and Nvidia keeps expanding its compute stack.
What caught my attention is the mismatch.
If frontier development slows but infrastructure spending doesn't, the bottleneck may shift from compute availability to how quickly companies can actually use all that capacity.
$AAOI is drawing attention in the RWA space after a sharp pullback.
Now at $95.76, down 9.1% today, but still up ~175% YTD. AI data-center demand for 800G/1.6T optics remains strong, while dilution concerns and insider selling weigh on sentiment.
High volatility, but worth watching after the pullback. DYOR.#FOMCRateCallThisWeek #AIAnxietyHitsChipStocks #SaudiOilPipelineDamaged
#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? 👇
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
📊 $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
$META’s Alexandr Wang says racing toward recursive AI self-improvement is “one of the riskiest pathways” for potentially losing control of powerful models.
Wall St Engine
$META CEO Mark Zuckerberg says he doesn’t think the AI industry needs a coordinated pause.
Each lab should slow down on its own when safety requires it, and that alignment will increasingly become a competitive advantage because people won’t use AI agents they can’t trust.
Meta already delayed Muse for several months to address safety and security issues without asking other labs to pause with it.
Zuckerberg also said Meta has committed the significant majority of its compute to serving users rather than racing toward recursive AI self-improvement.