Tech investor Jason: AI stocks will drop more than 10% in early trading on Monday
Odaily reports: Well-known tech investor Jason posted on X: "AI stocks will drop more than 10% in early trading on Monday," adding that Amodei's blog post "single-handedly dismantled the AI trade."
Anthropic CEO Dario Amodei previously published a blog post with a title that directly stated: "We Must Pace the Frontier." Within hours of the article's publication, SpaceX CEO Elon Musk posted on X, saying "Dario is right."
Early market indicators show that following the "AI slowdown" news, related assets on the HyperliquidX platform fell in response, with OpenAI and Anthropic dropping 7% and 2.8% respectively. Multiple market observers and investors have issued warnings on social media, concerned that the news will cause a significant impact on AI-related stocks such as Nvidia, Broadcom, and AMD on Monday.
Executives at Google DeepMind and Meta have not yet publicly commented on this weekend's discussions. Divisions within the industry also cannot be overlooked. Critics argue that leading AI companies have self-interested motives in emphasizing existential risks—expensive safety and compliance frameworks could shut out smaller competitors, thereby consolidating the market position of existing giants.
