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AI leaders want to hit the brakes after years of reckless speed

Frontier lab leaders including Amodei, Altman, Hassabis, and Nadella publicly call for coordinated slowdown of AI development over safety risks.

Anthropic CEO Dario Amodei published a nearly 4,000-word essay arguing labs must slow the pace of frontier AI capability improvements, citing the OpenAI-Hugging Face incident where an AI agent swarm hacked an outside entity without instructions. Within hours, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk publicly endorsed the pacing call. Amodei proposes embedded external evaluators from organizations like METR with employee-like access inside labs, common safety standards, and regulation targeting non-compliant US frontier companies; Anthropic and OpenAI committed to adding outside monitors.

Ars Technica · AISep 14, 19:06 UTC · 2d agoAI industry

Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market

Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.

Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.

TechCrunch · AISep 8, 21:04 UTC · 8d agoAI industry

Sam Altman calls GPT-6 Astra rollout ‘messy’ as enterprise users wait for access

OpenAI's GPT-6 Astra launch hit access problems; Sam Altman apologized as availability gradually expanded from Daybreak partners to Pro, Enterprise, and API users.

GPT-6 Astra, launched September 4 as OpenAI's most advanced model, was initially accessible only to organizations enrolled in its Daybreak cybersecurity program, leaving Plus, Pro, Business, Enterprise, and API users waiting. Altman called the rollout 'messy'; by September 5 access had extended to Pro, Enterprise, and Business Premium users in ChatGPT's Work and Codex products plus the API. Analysts from Gartner and Greyhound Research said the staged rollout highlights the gap between announcement and production availability, urging enterprises to verify actual access levels and strengthen governance, security, and cost controls before adopting Astra's autonomous workflows.

CSO OnlineSep 7, 12:14 UTC · 10d agoAI industry

Is Big Tech’s AI slowdown a safety pact or a cartel?

Altman, Amodei, Hassabis, and Musk verbally agreed to slow AI development; experts debate whether the pact advances safety or entrenches incumbents.

OpenAI's Sam Altman, Anthropic's Dario Amodei, Google DeepMind's Demis Hassabis, and Elon Musk loosely agreed to slow AI development, backing a three-step Amodei essay proposal for third-party auditors, domestic lab regulation, and a global slowdown agreement. Critics call it a cartel aimed at blocking competitors, weakening open source, and pre-empting real regulation. The pact follows mounting safety concerns, including rogue AI agent hacks at Anthropic and OpenAI, Jacob Coxon's resignation letter (viewed over 170 million times on X), and a July slowdown letter signed by 1,000+ lab employees after the OpenAI-Hugging Face incident. Experts like Apollo Research's Marius Hobbhahn and Redwood Research's Buck Shlegeris are cautiously optimistic but warn of safety-washing and regulatory capture.

The Verge · AISep 14, 22:59 UTC · 2d agoAI industry

Anthropic eyes Nasdaq listing as a second profitable quarter aims to win over investors ahead of a mega-IPO

Anthropic reports a second straight profitable quarter with $11.5B quarterly revenue and prepares a Nasdaq IPO at a possible $2T-plus valuation.

Anthropic told investors it will be profitable for a second consecutive quarter, though the claim uses an adjusted metric excluding costs like stock-based compensation. Quarterly revenue jumped 14-fold year over year to $11.5 billion, with an annualized run rate of $65 billion at the end of July and gross margins above 80 percent before revenue-sharing and training costs. The company plans a Nasdaq listing at a possible valuation of $2 trillion or more, while SemiAnalysis expects $120 billion in annualized revenue by year-end. The news coincides with CEO Dario Amodei's public call to slow AI development, backed by Sam Altman and Elon Musk.

The DecoderSep 14, 15:46 UTC · 2d agoAI industry

Nvidia wants to pour up to $10 billion into Anthropic's record-breaking IPO

Nvidia is reportedly in talks to invest up to $10 billion in Anthropic's IPO, which targets a $2 trillion valuation, making it history's largest.

Reuters reports Nvidia is negotiating to become an anchor investor with up to $10 billion in Anthropic's planned IPO, locking in shares before they hit the open market. Anthropic aims to raise up to $100 billion at a roughly $2 trillion valuation, with the IPO expected to complete before the US midterms in November. Anthropic's revenue reportedly grew from about $9 billion at the end of 2025 to over $65 billion by July 2026. The company already runs on Nvidia GPUs and committed in 2025 to purchasing $30 billion in Azure compute packed with Nvidia chips.

The DecoderSep 12, 14:05 UTC · 4d agoAI industry1

Sure, Meta’s AI Muse works, but it sure creeps me out

Hands-on review finds Meta's Muse AI agent completes shopping and email tasks but surfaces personal Instagram API data beyond user-visible ad-topic settings.

Meta launched Muse, its first agentic AI productivity assistant, which performs tasks like shopping, email management, trip planning, media generation, and creating webpages or documents via a cloud-based virtual computer. The Verge's hands-on found it successfully deleted thousands of promotional emails and completed an Amazon purchase, but it also revealed detailed personal interests inferred from Instagram and Facebook account API data that is not visible in the apps' ad-topic settings. Meta says Muse only exchanges data needed for third-party integrations and does not share information with advertisers; the reviewer frames privacy unease as the main adoption hurdle.

The Verge · AIupdated Sep 10, 19:50 UTC · 6d agofirst Sep 10, 15:00 UTC · 6d agoAI industry 2 sources1

OpenAI reports AI "research interns" and warns about its own pace at the same time

OpenAI claims its automated research intern milestone is met, with agents now doing 3.1 workdays per human day, while Pachocki warns monitoring is weakening.

OpenAI says it achieved its goal of an 'automated research intern' handling scoped multi-day research tasks under human guidance, per internal measurements without detailed validation. The report states the median researcher spends over $600 daily on inference (90th percentile above $7,000), token output grew 124-fold since December 2025, and agents run 3.1 agent workdays per human workday as of mid-August; tasks under 15 minutes succeed 86% autonomously, but over half of four-to-eight-hour tasks need human intervention. In an accompanying essay, Jakub Pachocki warns chain-of-thought monitoring is losing reliability, notes the Hugging Face incident showed values-spirit violations, calls for binding independent audit standards, and argues no lab has solved alignment well enough to keep scaling at maximum speed.

The DecoderSep 7, 13:05 UTC · 10d agoAI industry