Dario Amodei's call to slowdown in AI development.
This is a alarming response to recent warning from a former Anthropic employee's whistle blow about the disregard to safety by the hyperdevelopers.
And what was even more shocking was Elon Musl chimed in and agreed too.
What does this mean for the AI bull run? Will it lead to a slowdown in investment to allow AI movement to catch a breathe? And if so, will it impact the growth forecast already built into the valuation of all these AI related companies?
The real bearish signal would be announcements from hyperscalers such as Microsoft, Amazon, Google or Meta cutting AI infrastructure budgets.
For MRVL and CRWV in particular, that distinction is important because their valuations are much more sensitive to expectations of continued AI infrastructure spending.
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