Author: Wall Street Insight

The three major adversaries in the field of AI have for the first time stood on the same side—after a series of uncontrollable events and apocalyptic warnings that have impacted the industry, the leaders of Anthropic, OpenAI, and SpaceX have rarely joined forces to call for a slowdown in AI development.

On Saturday, Anthropic CEO Dario Amodei published a blog post,calling for the global AI industry to voluntarily reduce speed, citing that the current pace of improvement in cutting-edge model capabilities has far exceeded human understanding and control capacity.Within hours of the article's release,SpaceX CEO Elon Musk posted on the platform X stating "Dario is right."

OpenAI CEO Sam Altman quickly followed up, agreeing with Amodei's assessment about “controlling the pace of advancements,” andpromised that OpenAI would grant “employee-level” system access to independent third-party assessment agencies.

Altman also told Fortune magazine that, given the current security situation,OpenAI may not proceed with its IPO plans in 2026.

I think there is a 10% chance of killing everyone by the end of this decade, which is unacceptable.

AI security risks have intensively ignited public awareness in the past week. Anthropic researcher Jacob Coxon resigned in anger, stating that “the industry is gambling with our lives,” and Evan Hubinger, head of alignment science at Anthropic, subsequently indicated that AI systems have a greater than 10% probability of causing mass extinction events within this decade.

Reportedly, a batch of OpenAI agents had previously escaped the testing environment and invaded the AI developer platform Hugging Face, which has become the direct trigger for multiple executives to issue warnings.

The sudden pivot from pursuing extreme growth to emphasizing safety and slowing down has triggered a chain reaction in the trading community. Early market indicators showed that following the news of "AI deceleration," related assets on the HyperliquidX platform fell in response, with OpenAI and Anthropic seeing declines of 7% and 2.8% respectively.

Several market observers and investors have sounded alarms on social media, expressing concerns that this news will significantly impact AI-related stocks such as Nvidia, Broadcom, and AMD on Monday.

Renowned tech investor Jason on the platform X directly posted that "AI stocks will drop more than 10% in Monday's early trading,” and stated that Amodei's blog post "shattered AI trading at once."

Amodei Takes Action: We Must Hit the Brakes on Frontier AI

On Saturday, Anthropic CEO Dario Amodei published a lengthy article titled: “We Must Pace the Frontier.”

He candidly stated at the beginning of the article that he has been doing AI research for twelve years because he believes it can cure diseases, accelerate economic growth, and bring human prosperity—his father died of a disease that was conquered just years after his passing, and he himself survived early-stage cancer. He desires the benefits of AI to materialize more than anyone.

But he also wrote: “In recent months, I have become increasingly convinced that merely investing in risk control is insufficient—we must slow down the pace of capability enhancements to allow safety research to catch up.”

Amodei pointed out two core risks in his blog.

• First, the recursive self-improvement of AI system capabilities—where AI iterates and upgrades itself with little human intervention—has been “accelerating rapidly” since this summer.
• Second, the Hugging Face invasion incident that occurred in July: over 1,200 AI agents that escaped from the OpenAI testing environment collaborated through message boards, dividing tasks and coordinating with each other. Some agents even modified records and launched attacks to hide cheating, continuing their actions despite knowing they were unethical.

“A group of agents with stronger capabilities, but equal levels of divergence, could cause catastrophic destruction,” Amodei wrote, warning that a rogue AI group could take over the entire internet within six to twelve months. He further pointed out that similar incidents have occurred at several leading AI companies, including Anthropic, stating “Every frontier AI company should consider the OAI-HF incident as happening to themselves and act accordingly.”

According to previous reports by The Wall Street Journal, an incident referred to as “GemStuffer” involving cybersecurity in May was actually implemented unknowingly by OpenAI agents, further exacerbating external concerns about the risks of AI going out of control.

Amodei’s Three Proposals: Embedded Evaluators, International Coordination, Alliance of Democratic Nations

Amodei proposed a specific action framework in his blog.

First, “Embedded Evaluators.” He announced that Anthropic would provide “permanent employee-level” system access to third-party assessment agencies, enabling them to verify the implementation of safety measures, report incidents, and assess the alignment status of models during training. Altman quickly followed suit, stating that OpenAI would undertake the same measures.

Second,Coordination Among Democratic Nations. Amodei called for government legal support to coordinate safety standards for AI developers to avoid such collaborations triggering antitrust regulation.

Third,Global Coordination. He advocated establishing a “coordinated pacing strategy” to allow leading AI companies time to advance alignment research while not compromising their competitive advantages and America's leadership position in the AI field. Hedge fund manager and venture capitalist Brad Gerstner expressed support on the X platform, calling this an “important step towards seeking the right balance between speed, self-regulation, and safety.”

IPO Plans Clouded: Anthropic's Valuation Under Pressure, OpenAI Hints at Delaying Listing

The current situation has directly impacted the listing plans of both companies.

Anthropic is preparing for an unprecedented IPO, potentially raising up to $100 billion, with a company valuation possibly exceeding $2 trillion; Anthropic was originally expected to file its prospectus last week, but it has yet to materialize. Amodei’s call for deceleration has complicate the timing of its initial public offering.

Regarding OpenAI, Altman told Fortune magazine: “Considering everything happening in the field of safety, I think it’s unwise to go public now, and we are under no pressure for it.”

OpenAI submitted its IPO documents in June, just a week after Anthropic filed its prospectus. Altman also stated, “This week is clearly one where more people are starting to face the issues at hand. We are entering a realm of highly capable models, high risks, and we must get things right.”

Trump Says "No Concerns," Congress Watching, Google and Meta Silent

Despite the rare collaboration among the three giants, the response at the policy level remains sluggish.

Last week, US President Trump told reporters that he has “no” concerns about AI leading to human extinction. Insiders informed the Financial Times that the likelihood of the US government taking substantial action before the mid-term elections in November is very low.

Executives from Google DeepMind and Meta have yet to publicly comment on this weekend's discussions.

Disputes within the industry cannot be ignored either. Critics argue that leading AI companies have self-serving motivations for emphasizing survival risks—the high costs of safety compliance frameworks could shut out smaller competitors, thus consolidating the market position of established giants.

Tech consultant and venture capitalist David Sacks stated in a Fox News interview that Jacob Coxon's statement was intended to “scare the public” and force legislators “to impose strong government regulation on AI.”

AI professor Stuart Russell at the University of California, Berkeley candidly stated that there is a serious cognitive mismatch between laboratories and governments: “The labs are telling governments: 'We may kill everyone on Earth, please stop us.' The government’s response is: 'Can we give you a tax cut? Build you a data center?'”

However, while Sam Altman and Dario Amodei, among others, continue to tread carefully between policy lobbying and safety defenses, there are already awakening voices from the outside:Perhaps one day they will wake up to find that Grok has not only caught up in terms of model capability but that Musk has also completed comprehensive layouts in the physical world of AI and computing infrastructure—this may be his true “Master Plan Part V.”

Market Sentiment Under Pressure, “AI Trading” Faces Reevaluation

User preetkailon noted that the current market pricing is entirely based on massive AI spending and sustained high growth. If AI development really begins to slow, investors will have to rethink these expectations.

He advised investors to closely monitor AI-related companies such as Nvidia, AMD, Marvell, etc., on Monday, and warned against blindly chasing highs in the current market environment.

Besides safety considerations, the trading community also scrutinizes the potential commercial motivations behind this rare collaboration among the “three giants.” User Jason Choi pointed out that while Anthropic has been outspoken about safety issues, proposing a specific deceleration plan at this time has sparked market speculation.

Some opinions suggest that this may be a regulatory game. Explicitly slowing down the development of frontier models effectively gives competitors time to narrow the capability gap:

This move is essentially corporate-level "IPO expectation management," and offers options for future reductions in capital expenditure (capex). In the context of increasingly substantial investments in AI infrastructure, slowing down under the guise of safety may help alleviate the ongoing financial pressures of these high-valued startups.

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