https://gnosly.com/feed/anthropic/Business Intelligence Console and Prediction Algorithms2805@buildwithhassanHassan<p>Be nice to Claude. Apparently it's the only thing between you and the ban hammer.</p>https://x.com/buildwithhassan/status/21096490901788880080.00402026-10-13T12:10:52.361510+00:002x.combananthropicai2620https://pbs.twimg.com/media/HUb6B43W8AAi9oN?format=png&name=smallImage2026-10-13T12:10:52.828034+00:002797@socialcapitalSocial Capital<p>Source: Social Capital (X)</p>https://x.com/socialcapital/status/21089964930217783040.00402026-10-13T10:38:55.116276+00:002x.comanthropicopenaiai2612https://pbs.twimg.com/media/HUSpIhobYAAz04b?format=png&name=smallImage2026-10-13T10:38:56.116925+00:002791https://www.linkedin.com/in/mitkox/Mitko Vasilev<p>Gemma-4-26B running with pipeline parallelism at 0.39 tokens/sec inference speed on 15 sketchy $55 Android TV boxes... without a data center</p><p>Qwen-3.5-9B figured out an inference setup on 8/9 unfamiliar hardware types </p><p>GLM-5.2 managed autonomous replication in a controlled simulation </p>https://lnkd.in/p/dA-xskFM0.00502026-10-13T10:06:37.168991+00:001linkedin.comanthropictechnologyai2607https://media.licdn.com/dms/image/v2/D4D22AQFksOJxi-4Amw/feedshare-shrink_800/B4DaEz2WPNK4Ac-/0/1791871247823?e=1793232000&v=beta&t=IRkxMQqIUO5AyiV_70mr6ydeJhEjW_tJYVq6xpRp1rMView image2026-10-13T10:06:38.498133+00:002783@randgroupRand Group<p>Source: Rand Group (X), FinanceLancelot (X)</p>https://x.com/randgroup/status/21096245463158788480.00502026-10-13T05:19:39.667590+00:002x.comgrowthaianthropic2601IMAGE/media/content/2783/20261013-ai-anthropic-arr.jpg20261013-ai-anthropic-arr.jpgjpg2026-10-13T05:20:56.671248+00:002510@tickerplusTickerTrends<p>Source: tickerplus (X)</p>https://x.com/tickerplus/status/21047681145715959430.00402026-10-09T09:39:03.073505+00:002x.comanthropicusai2333https://pbs.twimg.com/media/HTWi4_kWUAAzN5m?format=jpg&name=smallImage2026-10-09T09:39:04.064309+00:002499@arakharazianAra Kharazian<p>Source: Ara Kharazian (X)</p>https://x.com/arakharazian/status/21082573615803925700.00302026-10-09T07:17:49.867755+00:002x.comopenaiusanthropicai2322https://pbs.twimg.com/media/HUIIxkIWYAIquP3?format=jpg&name=smallImage2026-10-09T07:17:50.505606+00:002494@BenjaminNortonBen Norton<p>But Anthropic is going full steam ahead with its IPO, and wants a ridiculous $2 TRILLION valuation. Insiders hope to cash out before the bubble pops. </p><p>Meanwhile, analysts say Anthropic should really only be worth $150 billion, calling this the "most ridiculous IPO of 2026" and an "unprecedented test of investor gullibility". </p><p>The AI bubble is so bonkers that the IPOs of Anthropic, OpenAI, and SpaceX are estimated to be worth $5.2 trillion, which is more than 45 years of past tech IPOs COMBINED, including the IPOs of Google, Microsoft, Amazon, Facebook, etc.</p>https://x.com/BenjaminNorton/status/21081690744759505650.00702026-10-09T06:34:47.543992+00:002x.comipoanthropicai2316https://pbs.twimg.com/media/HUG4kSBbIAAu7Cs?format=jpg&name=smallImage2026-10-09T06:34:48.628699+00:002317https://pbs.twimg.com/media/HUG4lRCbwAAY9am?format=jpg&name=smallImage2026-10-09T06:34:48.656849+00:002318https://pbs.twimg.com/media/HUG4l92b0AIowVE?format=jpg&name=smallImage2026-10-09T06:34:48.688382+00:002484@BarchartBarchart<p>Source: Barchart (X)</p>https://x.com/Barchart/status/21079909650172972530.00602026-10-08T16:46:42.664428+00:002x.comipoanthropicusai2301https://pbs.twimg.com/media/HUEWnMoX0AAFkyv?format=png&name=smallImage2026-10-08T16:46:44.312104+00:002462https://www.linkedin.com/in/julienchaumond/Julien Chaumond<p>For sensitive data, please, I am asking you, consider using models and agents under your sovereign control 🙏</p>https://www.linkedin.com/feed/0.00602026-10-08T13:03:20.641949+00:001linkedin.comanthropicdata-privacycloudai2272https://media.licdn.com/dms/image/v2/D5622AQGT1Hh6mjTyMQ/feedshare-shrink_160/B56aEbQzBTJ4Ak-/0/1791458750872?e=1793232000&v=beta&t=Mj5zaLsxWYBBIllYKy3MdF0KlTvY6iH_kBZD4v5_lsIView image2026-10-08T13:03:21.243256+00:002434<p>Both companies need to show Wall Street they have sustainable businesses ahead of planned IPOs.</p>https://www.wsj.com/0.00402026-10-08T05:27:57.929245+00:0023wsj.comanthropicopenaiusai2242https://images.wsj.net/im-55437163?width=288&height=192The AI Price War Is Heating Up—and OpenAI Is Gaining Ground on Anthropic2026-10-08T05:27:58.447670+00:002322@Meta and Microsoft Work to Wean Staff Off Anthropic’s Claudehttps://x.com/home0.004023212026-10-06T05:52:29.191446+00:002x.comanthropicmetamicrosoft2142https://pbs.twimg.com/card_img/2107172884267294720/MRpk_X2d?format=jpg&name=small2026-10-06T05:52:30.726210+00:002321@aaronpholmesaaron holmes<p>Meta has cut Claude Code seats from 60k to 30k In Microsoft's case, lower internal spending has been offset by higher customer Claude use, total Anth spend flat</p>https://x.com/aaronpholmes/status/21071730588258468910.004023222026-10-06T05:52:28.968002+00:002x.comanthropicmetamicrosoftai2185@kurtsaltrichterKurt S. Altrichter, CRPS®<p>When a company says its market is the size of the entire US economy, hold onto your wallet. Anthropic is reportedly telling IPO investors its total addressable market tops $30 trillion. SpaceX pitched $28.5 trillion. The entire US economy is about $32 trillion. TAM is the revenue you would earn if you captured 100% of a market you drew yourself. It is the easiest number in finance to inflate. History gives the warning. WeWork claimed a giant addressable market right before it imploded. The bigger the TAM slide, the bigger the red flag. Treat a TAM the size of US GDP as a sentiment signal, not a valuation input. Right now the slides are getting loud.</p>https://x.com/kurtsaltrichter/status/21063291666435977290.00502026-10-04T05:37:09.310836+00:002x.comfinanceeconomyanthropic1990https://pbs.twimg.com/media/HTsvNxkWUAAB74_?format=jpg&name=smallImage2026-10-04T05:37:10.256622+00:002157https://www.linkedin.com/in/vikas-subhash-singh-39232398/Vikas Subhash Singh<p>🇺🇸 Trump says the U.S. government could take stakes in OpenAI, Anthropic and other frontier AI companies.That could extend the Intel playbook into AI government equity in companies viewed as strategically important.AI is rapidly becoming a matter of national security, infrastructure and strategic capital.</p>https://www.linkedin.com/feed/0.00502026-10-03T06:37:40.099245+00:001linkedin.comanthropicaiopenai1960https://media.licdn.com/dms/image/v2/D4D22AQE2HsA88-Ywjw/feedshare-shrink_800/B4DaD4hBneIgAc-/0/1790875802331?e=1792627200&v=beta&t=Jgr_RLVLx7fxUqvBlazeziR9A08EijIGv2abuj7Qzj0View image2026-10-03T06:37:40.693973+00:002003@rdominguezibarRubenAnthropic's ARR seems to have flatlined around the time when the token index peakedhttps://x.com/rdominguezibar/status/21052983535295161790.005520042026-09-30T19:29:22.300849+00:002x.comtokenanthropicarr1803https://pbs.twimg.com/media/HTeFrfxXAAAAjGW?format=jpg&name=smallImage2026-09-30T19:29:22.598155+00:001962@AllVenturedAllThingsVentured<p>Massive deceleration in ARR growth for OpenAI and Anthropic. And most of this deceleration came BEFORE both dropped new models that are 80% cheaper for a similar level of intelligence. The outright decline in combined ARR is near.</p>https://x.com/AllVentured/status/21050396486115247050.00302026-09-30T10:55:15.181179+00:002x.comanthropicarropenai1757https://pbs.twimg.com/media/HTaZ8QWacAA-2in?format=png&name=smallImage2026-09-30T10:55:16.217941+00:001949https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIA<p>Anthropic’s IPO prospectus tells two stories. 🦔The growth story: revenue surged 12-fold to $4.6 billion in 2025. A potential valuation above $2 trillion would make this one of the defining IPOs of the AI era.The cost story: Anthropic lost more than $8 billion on an operating basis and outlined $518 billion in future cloud and infrastructure commitments. Nearly a quarter of its revenue came from just two customers, while many major clients lack long-term contracts. The Business TimesThe technology story has its own risks. Anthropic warns that increasingly capable AI systems could behave in ways their creators struggle to control.Investors are being asked to price extraordinary growth, enormous spending and unprecedented uncertainty—all at once.The question isn’t whether AI demand is real. It’s whether revenue can grow fast enough to support the cost of supplying it.Source: Hedgie</p>https://lnkd.in/p/d72dZyFK0.00502026-09-30T06:41:37.955219+00:001linkedin.comipoanthropicai1742IMAGE/media/content/1949/g-20260930-anthropic-income.jpgg-20260930-anthropic-income.jpgjpg2026-09-30T06:43:05.215208+00:001910@realMeetKevinMeet KevinAnthropic's actual numbers divided by 100k (to relate), are insane: 😇 You make $45.9k/yr 😇 You spend $126.5k/yr 😇 Somehow you're worth $20m 😇 & you just promised you'd spend $5.18m 😇 Rich people keep investing in you so you can keep buying their productshttps://x.com/realMeetKevin/status/21047315152761243000.00602026-09-29T14:32:28.479837+00:002x.comanthropicnumbersfinance1694https://pbs.twimg.com/media/HTWB9vkagAAXqTa?format=jpg&name=smallImage2026-09-29T14:32:29.395582+00:001909@burrytrackerMichael Burry Stock Tracker ♟Breaking: Michael Burry warned everyone Anthropic officially files for a $2T IPO and revenue is up 1,088%, while net loss is $42B Here's how Anthropic looks: • Revenue hit $4.59B in 2025, up $386M • Compute spend hit $7.3B, 58% of total opex • Operating loss: $8.06B, more than 2x 2024 • ~25% of revenue came from 2 customers with no long-term contracts Burry called out Anthropic for their "self-serving" talk, saying it’s a cover for slowing growth as their IPO looked to be pushedhttps://x.com/burrytracker/status/21047476101247593780.00602026-09-29T14:31:46.316976+00:002x.comipoanthropicmichaelburry1692https://pbs.twimg.com/media/HTWQskLW8AAeTN2?format=jpg&name=smallImage2026-09-29T14:31:46.808072+00:001693https://pbs.twimg.com/media/HTWQskPW4AA7F-R?format=jpg&name=smallImage2026-09-29T14:31:46.851461+00:001907@Ross__HendricksRoss HendricksAnother hidden gem in the Reuters drop of Anthropic's financials... the company "plans to spend $518 billion on cloud, computing and infrastructure obligations in coming year, according to the prospectus." Just a casual mention of raising half a trillion in a single year, really? Does anyone believe this? Let's say they pull $100B in equity from the IPO... and then what, $400B from the debt markets? That's more than the entire junk bond issuance in all of 2025. JFC this bubble is cooked.https://x.com/Ross__Hendricks/status/21047261109403569790.00502026-09-29T14:21:59.736977+00:002x.comfinancialsanthropicreuters1906@macropaperrThe Macro Paper<p>🚨 $2 TRILLION FOR A COMPANY THAT LOST $42 BILLION. Anthropic’s IPO could become one of the biggest tests of the AI boom yet. The company made only $4.6 billion in revenue last year. But its net loss came in at $42 billion. Even on an operating basis, it still lost more than $8 billion. And now comes the enormous number: Anthropic has around $518 billion in future cloud, compute, and infrastructure commitments. That is a huge amount of spending for a company that is still losing money. Yet it could soon be valued at more than $2 trillion. If investors are willing to pay that much, it shows just how frothy the AI boom has become.</p>https://x.com/macropaperr/status/21048756545044360050.00502026-09-29T14:15:55.055118+00:002x.comipoanthropicai-boom1690IMAGE/media/content/1906/g-20260929-anthropic-losses.pngg-20260929-anthropic-losses.pngpng2026-09-29T14:17:26.776717+00:001896https://www.linkedin.com/in/jason-lemire-00a61810/Jason Lemire<p>Here is who benefits from Anthropic's 500 billion + spending plan 👇There's a lot of money being spent on AI, we already know that. But there's also a ton of money being committed to AI over the next several years and even decades!Here is just one example: Anthropic. They are planning to spend more than half a trillion dollars on compute and AI infrastructure over the next 5-10 years. That's a staggering amount for a company that basically just entered the mainstream late last year / early this year.Here is where the money is committed, and the period it covers 👇 . TL;DR: - Their strategic partners, Alphabet and Amazon, are the primary beneficiaries. - SpaceX and Microsoft are also beneficiaries, but to a much smaller extent (expect those relationships to grow in the years ahead, though).- Lesser-known firms like Nscale, Fluidstack, and Nvidia-backed cloud provider Lambda have also inked huge deals totaling nearly 150bn.Remember that nine large companies (MSFT, AMZN, GOOGL, META, ORCL, NVDA, AVGO, SPCX, AMD) have about 3 trillion in commitments as well, as WSJ reported about six weeks ago.OpenAI also has ambitious spending plans, ranging anywhere from 600bn to 1.5 trillion. That's a lot of money committed for a long period of time!PS: Not an investment recommendation.✌</p>https://lnkd.in/p/dpkEZFYE0.00602026-09-29T09:03:31.253237+00:001linkedin.comanthropicfinance1678IMAGE/media/content/1896/g-20260929-antrophic-spending-plan.jpgg-20260929-antrophic-spending-plan.jpgjpg2026-09-29T09:05:12.400770+00:001895@ns123abcNIK<p>Anthropic IPO S-1 prospectus: Valuation target: $2 TRILLION &gt;$4.6 billion in revenue in 2025 &gt;$8.06 billion in operating loss &gt;$42 billion in net loss The prospectus warns that nearly 25% of revenue came from just TWO customers, and that many top enterprise clients aren't locked into long-term contracts and could cut spending or walk away anytime Anthropic plans to spend $518 BILLION on compute commitments ‘in the coming year’</p>https://x.com/ns123abc/status/21047358220291768330.00502026-09-29T09:00:51.636711+00:002x.comipoanthropicfinance1676IMAGE/media/content/1895/g-20260929-antrophic-cashflow.jpgg-20260929-antrophic-cashflow.jpgjpg2026-09-29T09:02:58.481746+00:001268@Kalshi_FinanceKalshi FinanceJUST IN: OpenAI and Anthropic reportedly exaggerated AI security threats to push the government to protect their market positionhttps://x.com/Kalshi_Finance/status/21014198115742925460.00402026-09-20T19:53:11.964919+00:002x.comanthropicopenaiai1102A recent series of breaches have touched off a worldwide debate over the escalating risks of AI.https://www.bloomberg.com/europe0.00402026-09-19T11:49:06.964204+00:0014bloomberg.comanthropicmetaopenaigoogle920https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iHIMl82FSpOQ/v0/600x400.jpgIllustrations Of AI Applications2026-09-19T11:49:07.391723+00:001093OpenAI breached by researchers using Anthropic modelshttps://www.ft.com/content/c4aa118e-a258-48bc-b50e-28e453a95db80.00502026-09-19T11:44:25.721589+00:0012ft.comanthropicopenai916https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2F43a832ba-e3e3-4593-8b1b-0ddb560f277a.jpg?source=next-home-page&fit=cover&gravity=faces&dpr=2&width=144&height=144The Claude app icon is highlighted on a tablet screen among other AI app icons, including ChatGPT and Grok.2026-09-19T11:44:27.786427+00:001087Investors warn Anthropic could struggle to sustain revenues post-IPOhttps://www.ft.com/0.00202026-09-19T11:41:07.122723+00:0012ft.comanthropic1033Kai Nicol-SchwarzExclusivehttps://www.cnbc.com/2026/09/18/anthropic-openai-small-ai-data-center-deals.html0.00402026-09-18T13:32:01.765769+00:0026cnbc.comanthropicopenaicnbc870https://image.cnbcfm.com/api/v1/image/108227464-1763479721013-gettyimages-2245836911-kokovlis-notitle251112_nppPs.jpeg?v=1771016381&w=240&h=180&vtcrop=yAnthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity2026-09-18T13:32:02.032294+00:00867Gnosly aggregates real-time data from news feeds, email accounts, X (formerly Twitter), weather, satellite imagery, and uploaded files or images into thematic streams. Pricing • Docs • Discord. The information is analyzed using the latest AI models from OpenAI, Anthropic, Google, and DeepSeek.https://gnosly.com/0.00402026-09-17T09:01:44.403035+00:0028gnosly.comgnoslydeepseekxgoogleopenaianthropic852https://www.linkedin.com/in/guillermoflor/Guillermo FlorBREAKING: A researcher just published an audit of Anthropic's finances claiming the company has built what he calls a "regulatory capture machine that cannot be turned off."The allegation is serious.Anthropik's Series A investors include Dustin Moskovitz and Jaan Tallinn, both described as Anthropic board observers.Moskovitz donated his Anthropic stake, up to 0.8% of the company, to what he calls "our foundation" in 2025. Forbes valued it at $500M then. At the $96.5B Series H valuation, that same bound hits $7.7B. No filing shows where that stake currently sits.The claim: money flows from Anthropic's own investors through intermediary funds to METR, the AI safety org that evaluates Anthropic's own models for government and policy purposes.If accurate, the evaluator of the lab is funded by the lab's own backers.That is not a conflict of interest. That is a structural one.Does this warrant a Congressional investigation, or is this a misread of how EA funding networks actually work?https://www.linkedin.com/feed/update/urn:li:share:7505558061378342912/0.00602026-09-17T04:32:02.054669+00:001linkedin.comanthropicauditregulation732https://media.licdn.com/dms/image/v2/D4D10AQHZnT1u53d8kA/image-shrink_800/B4DaCkZShnIAAk-/0/1789464488323?e=1790226000&v=beta&t=-jevKDXqWVTSgUe79RBjv6Z2jKD8K_yHAIeZoN31WO4View image2026-09-17T04:32:03.008429+00:00804@OpenRouterOpenRouterOpenRouter users spent more on OpenAI models than on Anthropic models last week. This hasn't happened for more than 2.5 yearshttps://x.com/OpenRouter/status/20998982549055492200.00402026-09-16T11:50:37.511113+00:002x.comanthropicopenaiopenrouter689IMAGE/media/content/804/image.pngimage.pngpng2026-09-16T11:51:01.409841+00:00786@businessBloombergTop AI companies Anthropic and OpenAI should make products and pace their own progress if necessary without government intervention, David Sacks, co-chair of the President’s Council of Advisors on Science & Technology, told Bloomberg TVhttps://x.com/business/status/20996657907775694340.00702026-09-16T07:12:04.855089+00:002x.comanthropicaiopenai666https://pbs.twimg.com/card_img/2099665792698667008/qwkw6umz?format=jpg&name=small2026-09-16T07:12:05.388883+00:00748https://www.linkedin.com/in/charles-henry-monchau-cfa-cmt-caia-4003096/Charles-Henry Monchau, CFA, CMT, CAIABREAKING: Anthropic just picked the Nasdaq for its IPO, and it could be valued at $2 trillion.That's bigger than SpaceX's $1.75 trillion listing, Nasdaq's biggest win this year until now.The timing is notable. This comes right after a former Anthropic employee's viral warning about extinction risk from AI, and while OpenAI's Sam Altman has said he wouldn't take his company public right now given that same controversy.Source: Bull Theoryhttps://www.linkedin.com/feed/0.00552026-09-15T06:08:49.988651+00:001linkedin.comipoanthropicai645https://media.licdn.com/dms/image/v2/D4E22AQFw7llfvcehZw/feedshare-shrink_160/B4EaCb4716IYAk-/0/1789321789027?e=1790812800&v=beta&t=HON8ytBbKL0dvXGP2K_O_-Jk2t0vMd1X5j5H3lXfAEwView image2026-09-15T06:08:50.731170+00:00731Kai Nicol-SchwarzSam Altman spells out how and why the AI industry wants to slow down: ‘We could lose control’https://www.cnbc.com/2026/09/14/sam-altman-ai-slowdown-anthropic-amodei-musk.html0.00502026-09-14T20:43:09.141502+00:0026cnbc.comamodeianthropicsam-altmanmusk628https://image.cnbcfm.com/api/v1/image/108357960-1788373276791-gettyimages-2292640346-g20_7000.jpeg?v=1788373294&w=240&h=180&vtcrop=yOpenAI boss Sam Altman spells out how and why the AI industry wants to slow down: 'We could lose control'2026-09-14T20:43:09.355687+00:00729Trump says no need for more AI regulation, slams Anthropic CEO Dario Amodeihttps://www.cnbc.com/2026/09/14/trump-ai-data-centers-anthropic-dario-amodei.html0.00802026-09-14T20:41:42.932022+00:0026cnbc.comanthropictrumpdario-amodei626https://image.cnbcfm.com/api/v1/image/108362350-1789385120265-gettyimages-2294722031-AFP_C88E6WF.jpeg?v=1789385141&w=960&h=730&vtcrop=yTrump says no need for more AI regulation, slams Anthropic CEO Dario Amodei2026-09-14T20:41:43.353829+00:00717https://www.linkedin.com/in/daniela-amodei-790bb22a/Daniela AmodeiAnthropic is calling for a global effort to pace AI’s progress and give experts additional time to better manage the risks of increasingly capable models. To make this effort as effective as it can be in helping humanity build AI safely, we think three things should happen. First, every AI company should commit to giving third-party evaluators employee-level access to verify safety, report problems, and guarantee compliance with the slowdown. We’re committing to doing this. Second, AI companies operating in democracies should work together, with government support where necessary, to set common safety standards and limits on runaway AI progress.Third, the U.S. and other democratic governments should try to coordinate with authoritarian governments pursuing advanced AI, recognizing that verification here is critical. None of this is easy, but we believe we need to try, and if we manage to secure the benefit of time, we need to use it well. I hope you’ll read more here: https://lnkd.in/gxkPj9FChttps://www.linkedin.com/in/daniela-amodei-790bb22a/0.00287182026-09-14T20:32:31.228027+00:001linkedin.comanthropicsafetyai703Anthropic and OpenAI will have to weigh their calls to tap the brakes on AI development against forces in the tech industry, markets and the Trump administration that are likely to resist.https://www.bloomberg.com/europe0.00402026-09-14T15:07:36.924095+00:0014bloomberg.comanthropicwall-streetopenaitrump607https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iAUou6mue7TE/v0/715x-1.jpgKey Speakers At BlackRock's 2026 Infrastructure Summit2026-09-14T15:07:37.485638+00:00673<p>People developing artificial intelligence models joined Anthropic’s CEO Dario Amodei in urging the industry to embrace a coordinated slowdown in AI development. Both OpenAI CEO Sam Altman and xAI’s Elon Musk said they agreed with the sentiment. Amodei said he’s worried that a year from now an agent swarm could take over the entire internet.</p>0.00602026-09-14T11:53:37.379874+00:009mail.google.comelon-muskxaiopenaisam-altmandario-amodeianthropic587https://fonts.gstatic.com/s/e/notoemoji/17.0/1f916/32.png🤖2026-09-14T11:53:38.217820+00:00671<p>Safety first. That’s the approach suddenly being taken by Anthropic CEO Dario Amodei and AI rivals Elon Musk and Sam Altman. It’s also the approach being taken by investors, who are dumping chip stocks and other AI plays to start the week. But it might be an overreaction to Amodei’s calls for a slowdown in the pace of artificial-intelligence development. Of course, we at Barron’s might be wrong as we were about SpaceX. The market’s flight to safety is unusual—go-to haven gold is falling and Treasury yields are unmoved, yet Bitcoin and software stocks are on track to be the day’s big winners. Nvidia stock is another left-field idea for a safer bet, it’s better placed than chip rivals if AI progress slows. On top of the tech turmoil, Brent crude prices have jumped to $107 a barrel after Saudi Arabia shut a key oil pipeline as fighting in the Middle East escalates. The 10-year Treasury yield is at 4.97%, and the Federal Reserve is expected to raise interest rates on Wednesday.</p>0.00902026-09-14T11:52:40.320251+00:009mail.google.comsaudi-arabiaelon-muskbarron’snvidiafederal-reservespacexsam-altmandario-amodeianthropic586https://ci3.googleusercontent.com/meips/ADKq_NaVbvhc4PsAfaftJp78kDFkhCoIaWg66gR0RpXGJGwvuEeZNTiEkJ8e_Rl-LMqk41BNdGiyKrSfMW0ARN2mDwprvCPG4JeJ1cNWT49m3fhum05XrfmWuvuVVaE=s0-d-e1-ft#https://s.wsj.net/newsletter/article-banners/Barrons_Daily_600x71.jpgThe Barron's Daily2026-09-14T11:52:40.698783+00:00651<p>Asian stocks and US equity futures retreated after major AI companies called for a slowdown in the technology’s development. Shares of SoftBank, one of OpenAI’s biggest backers, slid more than 10% in Tokyo. Over the weekend, Anthropic’s Dario Amodei said the company would introduce additional safeguards and urged the broader industry to slow the development of its most advanced models. OpenAI CEO Sam Altman backed the proposal, while also telling Fortune that his company won’t go public this year as it prioritizes safety. Read more about how the call for restraint from AI bosses puts them at odds with Wall Street and Donald Trump.</p>0.00902026-09-14T08:12:04.760236+00:009mail.google.comdonald-trumpopenaisoftbanksam-altmandario-amodeianthropicwall-street569https://ci3.googleusercontent.com/meips/ADKq_Naqo78DOEHDo5cQDN9D6WkV9WVG-i0KMgRB5mEKeTWMoyBPjKaNJptcndWPUgjfWlRXs5od9uQv0R8kLZJCoYY4dSn4MC5rscxlqs4aUwwn4eWsYUrl74qlbhdJ7uAKmQ=s0-d-e1-ft#https://assets.bwbx.io/images/users/iqjWHBFdfxIU/i0R521FhaEqo/v0/-1x-1.png2026-09-14T08:12:05.863737+00:00557Anthropic says DeepSeek and Moonshot used thousands of fake accounts and millions of real user queries in “distillation” effort to clone its AI capabilities.https://www.wsj.com/tech/ai/chinese-ai-giants-accused-of-sending-millions-of-user-queries-to-u-s-models-768c9d260.00402026-09-10T17:38:02.146237+00:0023wsj.comanthropicdeepseekmoonshot548@hilbertspaessJacob CoxonI resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.https://x.com/home0.00405472026-09-09T05:39:48.021289+00:002x.comanthropicsuperintelligenceopenai489https://pbs.twimg.com/profile_images/2097232673865601024/d6H8UbQJ_mini.jpg2026-09-09T05:39:48.275595+00:00547@shorttimelinesxenoI admire Jacob for walking away and taking this stance despite the incredible financial incentives for him to stay until the IPO. I imagine many employees at OpenAI and Anthropic believe (incorrectly) that being on the inside when superintelligence emerges buys them some protection, from both the inherent dangers and the subsequent social upheaval. But, just as there are no winners in an nuclear war, there are no (human) winners in a race to superintelligencehttps://x.com/shorttimelines/status/20974871668805185910.00405482026-09-09T05:39:47.136906+00:002x.comanthropicsuperintelligenceopenai491Investment-grade designation would unlock cheaper financing for AI labs and their infrastructure partnershttps://www.ft.com/content/aa304856-cade-4ad8-a2bf-2dd34fa75b1b0.00502026-09-08T05:19:21.439144+00:0012ft.comanthropicopenai441https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fad6d1af8-1b8e-4dd5-ba6d-8309d3097a20.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downAnthropic and OpenAI bankers push for top-tier credit ratings post-IPO2026-09-08T05:19:21.762233+00:00338AnthropicPublic-market scrutiny will intensify pressure on the Claude maker’s unusual attempt to balance profit and purposehttps://www.ft.com/content/9536c7b9-c600-48ec-8fe2-453b0ca187e90.00352026-09-04T06:15:43.670838+00:0012ft.comanthropic312https://images.ft.com/v3/image/raw/https%3A%2F%2Fd1e00ek4ebabms.cloudfront.net%2Fproduction%2Fe5abd076-1407-4c39-b42e-5d46b85a1eb7.jpg?source=next-home-page&dpr=2&width=280&fit=scale-downAnthropic’s IPO set to test external trust with power over board2026-09-04T06:15:43.916710+00:00290anthropic.comIntroducing Claude Fable 5.1 and Claude Mythos 5.1https://www.anthropic.com/claude-fable-and-mythos-5-10.00502892026-09-03T04:54:01.238495+00:001linkedin.comanthropicclaude-mythos-5.1claude-fable-5.1264https://media.licdn.com/dms/image/sync/v2/D5627AQFCiEJnOxZtyw/articleshare-shrink_480/B56aBeJ83VIwAU-/0/1788286062492?e=1789016400&v=beta&t=xfZUOVG8_YsnPfzpMNfRmQRMmYPykaalGOT2UbHPWpQ2026-09-03T04:54:01.575707+00:00160@NotTomBrownTom BrownCursor has been a trusted partner of Anthropic since Sonnet 3.5. We’ll continue to increase compute to support Claude models in Cursor and are excited for what comes next with them at SpaceX.https://x.com/NotTomBrown/status/20935412940272806570.00402026-08-29T06:16:46.287288+00:002x.comanthropicclaudespacex82@yipitdataYipitDataAnthropic Y/Y spend growth decelerated in July as user growth slows. Total customer spend with Anthropic was up ~2,800% Y/Y but decelerated for the first time, while customer growth also decelerated for the 2nd consecutive month.https://x.com/yipitdata/status/20925975742763542840.00402026-08-27T09:13:39.699601+00:002x.comanthropicyipitdata73https://pbs.twimg.com/media/HQpmXGkXwAAiWpo?format=jpg&name=smallImage2026-08-27T09:13:40.547113+00:00