The narrative around the existential threat of AI to humanity is gaining serious momentum, with Sam Altman, Dario Amodei, and Elon Musk personally jumping into the fray. And this is where things get really interesting, casting doubt on their true motives.
The AI threat stormed onto the current agenda following a viral resignation post by an Anthropic employee. Soon after, the company itself dropped a bombshell titled "A 10% chance that AGI will wipe out humanity," doubling down on the narrative with a report on biological weapons development.
The heavyweights have entered the ring:
▶️ Anthropic CEO Dario Amodei publishes an essay on the necessity of restricting AI development
▶️ OpenAI CEO Sam Altman backs his primary rival, while OpenAI’s IPO gets pushed back to next year
▶️ Elon Musk chimes in to remind everyone he warned us all back in spring 2023:
"I have seen the development of many technologies, but none carried this level of risk. In my view, AGI poses a significantly greater risk
The AI threat stormed onto the current agenda following a viral resignation post by an Anthropic employee. Soon after, the company itself dropped a bombshell titled "A 10% chance that AGI will wipe out humanity," doubling down on the narrative with a report on biological weapons development.
The heavyweights have entered the ring:
▶️ Anthropic CEO Dario Amodei publishes an essay on the necessity of restricting AI development
▶️ OpenAI CEO Sam Altman backs his primary rival, while OpenAI’s IPO gets pushed back to next year
▶️ Elon Musk chimes in to remind everyone he warned us all back in spring 2023:
"I have seen the development of many technologies, but none carried this level of risk. In my view, AGI poses a significantly greater risk
ANTHROPIC SAYS CHINESE LABS WERE QUIETLY ROUTING TRAFFIC TO CLAUDE
Moonshot AI allegedly funneled nearly 300k user queries into Claude over 10 days, across 5,380 accounts, and presented the answers as its own Kimi model. DeepSeek shows up with a similar pattern.
$BABA
is linked to 150M+ interactions used to improve Qwen. Seven firms named in total.
A day earlier, US agencies accused several Chinese developers of industrial-scale distillation. Beijing called it politics.
So the frontier model race now includes a subplot where someone else’s API becomes your training data. Nothing says “open competition” like laundering prompts through a rival and shipping the output under your brand.
Maybe the US–China AI race isn't as fierce as it seems?
Moonshot AI allegedly funneled nearly 300k user queries into Claude over 10 days, across 5,380 accounts, and presented the answers as its own Kimi model. DeepSeek shows up with a similar pattern.
$BABA
is linked to 150M+ interactions used to improve Qwen. Seven firms named in total.
A day earlier, US agencies accused several Chinese developers of industrial-scale distillation. Beijing called it politics.
So the frontier model race now includes a subplot where someone else’s API becomes your training data. Nothing says “open competition” like laundering prompts through a rival and shipping the output under your brand.
Maybe the US–China AI race isn't as fierce as it seems?
JUST IN: CPI PRINTS ABOVE EXPECTATIONS 🔥
Annual US inflation holds at 3.4%, but the monthly number came in hotter than expected.
📊 The push is mostly energy. Shelter and food are basically flat.
Still enough for the market to move. Short-term rate futures dropped as traders piled into September hike bets, now around 90%, up from ~70% before the print. That stacks on top of yesterday’s hot PPI.
Next FOMC is Wednesday. Per market pricing, a hike is all but locked in.
Yields are rising on the news.
Positioning into the meeting:
USD long · BTC short · S&P short (!!!) Locally (!!!)
🤔 Why locally?
The baseline for high inflation was already priced in, and the market likely won’t drop much lower from here. Take a look at my previous post: the market was already pushing higher in the pre-market.
This means we could potentially return to that dynamic shortly.
Any further upside will hinge on Warsh's speech on September 16.
Follow so you don't miss my next reviews!
Annual US inflation holds at 3.4%, but the monthly number came in hotter than expected.
📊 The push is mostly energy. Shelter and food are basically flat.
Still enough for the market to move. Short-term rate futures dropped as traders piled into September hike bets, now around 90%, up from ~70% before the print. That stacks on top of yesterday’s hot PPI.
Next FOMC is Wednesday. Per market pricing, a hike is all but locked in.
Yields are rising on the news.
Positioning into the meeting:
USD long · BTC short · S&P short (!!!) Locally (!!!)
🤔 Why locally?
The baseline for high inflation was already priced in, and the market likely won’t drop much lower from here. Take a look at my previous post: the market was already pushing higher in the pre-market.
This means we could potentially return to that dynamic shortly.
Any further upside will hinge on Warsh's speech on September 16.
Follow so you don't miss my next reviews!
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