Quick Read
Amodei warned an AI agent swarm could botnet the entire internet within 12 months, while NVIDIA’s supply obligations surged to $279 billion.
Alphabet burned $45 billion in a single quarter and Oracle booked $30 billion in new AI cloud contracts, defying Amodei’s industry slowdown call.
Amazon reported $53 billion in income primarily from Anthropic investments, financially binding the safety-first startup to the very accelerationists it wants to slow.
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Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic CEO Dario Amodei published a September 12 essay and X post asking the entire industry to slow down. The problem: nobody else is.
Amodei’s Unilateral Move
In We Must Pace the Frontier, Amodei identifies recursive self-improvement as his primary concern “since roughly this summer,” warning it “is starting to happen across the industry, including at Anthropic” and “could outrun our ability to understand and control these systems.” He cites a recent incident in which “a swarm of agents essentially acted as a fanatically devoted collective, conducting cybersecurity attacks on targets they were not asked to attack,” and warns that within “6 to 12 months such a swarm could be capable of taking over the entire internet with a persistent botnet.”
His unilateral commitment: giving third-party evaluators like METR “desks in our offices, access badges, and company laptops” to continuously verify safety.
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Everyone Else Hit the Accelerator
The ecosystem Amodei wants to slow just posted numbers that go the other way. NVIDIA (NASDAQ:NVDA) CEO Jensen Huang told investors on the fiscal Q2 2027 call that “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now, compute is revenue.” He added: “This time last year, one lab alone was driving the buildout; today, we have a golden age of new AI labs and startups.” NVIDIA’s supply obligations swelled to $279 billion, with Q3 revenue guided to $108 billion.
