"White-Haired Stock Guru" Serenity: The probability of OpenAI and Anthropic slowing down frontier AI R&D is essentially zero

Odaily reports: "White-Haired Stock Guru" Serenity posted on X platform, stating that in their view, the probability of Anthropic and OpenAI genuinely slowing down frontier AI development is "essentially zero," and that some regulatory measures pushed by leading AI companies are more likely aimed at raising competitive barriers to restrict the development of competitors.

They stated that OpenAI and Anthropic will not voluntarily cede their lead to competitors like Gemini, xAI, and Meta, and that given all countries are continuously advancing AI technology development, it would be very difficult for the United States to meaningfully slow down frontier AI R&D. Currently, all parties are still competing for scarce resources such as storage and AI chips. They believe that demand for AI-related infrastructure will remain strong, and rebutted the view that AI-related stocks such as Nvidia (NVDA), TSMC (TSM), and Micron (MU) will experience significant declines as a result.

Previously, Anthropic CEO Dario Amodei published a long article stating that the AI industry must slow down the pace of improving model capabilities, but this does not mean stopping model training or technological progress — rather, it means ensuring companies have enough time for model alignment and safety safeguards. OpenAI founder Sam Altman expressed agreement, saying "we need to control the progress of frontier models," and stated that OpenAI will also consider giving independent evaluators access similar to that of employees.