#AISafetyVsCompute

NEW: Anthropic says Claude now leads 26% of its own AI research and development, up from nearly zero at the start of the year. $ANTHROPIC

🔥 Why does storage come after AI computing power? $SKHYNIX → HBM leadership, driven by AI server bandwidth demand. $MU → HBM + DRAM recovery, with strong cycle upside. $SNDK → NAND + enterprise SSDs, benefiting from growing data-center storage needs. Different plays, same AI infrastructure theme. Watch pricing, shipments, demand and margins. #AI #Semiconductors

#AISafetyDebateEscalates AI safety is no longer just a tech-company conversation 👀 Washington is considering bringing AI leaders and lawmakers together, while OpenAI, Anthropic and DeepMind are already discussing third-party evaluations. What caught my attention is the tension: policymakers want stronger safeguards without slowing the US AI race against China. The real shift may be from companies choosing their own safety standards to governments deciding what the minimum standard should be.

#AISafetyDebateEscalates The AI safety debate just moved from Twitter arguments to the White House 👀 House Speaker Johnson proposed a meeting with 7-8 AI platform heads and lawmakers — no date set, but the fact it's being proposed at this level signals the conversation is shifting from voluntary to potentially mandatory 📋 Johnson opposes emergency AI pauses, citing China competition concerns. But OpenAI is already in weeks of talks with Anthropic and Google DeepMind on third-party evaluation frameworks. The industry is trying to self-regulate before government forces the issue 🤔 Chip stocks fell September 14 on GPU demand fears — safety slowdown anxiety is already hitting hardware 📉 The core tension: move fast and risk falling behind on safety, or slow down and risk falling behind China. Both sides have a real argument and neither is obviously wrong 🫠 Self-regulation via third-party evaluation, or mandatory government oversight — which framework actually produces better AI safety outcomes? 👇

While AI stocks bleeding — CoreWeave -6%, MARA -5% after Anthropic CEO called for slower AI development Crypto is outperforming. $BTC +1% to $77.8K, $ETH +2% to $2.5K Narrative flipped. Money leaving overvalued AI chips, hunting oversold BTC that was dead at $60K last month. BTC was oversold for months. Now short-term traders betting $80K+ by Dec. Rotation is real — not hype. Are you still in AI stocks or rotated to crypto? #BTC #AI #Rotation

The Feed 9/15/26 - AI: Frontier labs call to pace development. Elon on All-In: peer-review models, include China. Obama/Harris/Mamdani want Washington to slow it with regulation. Sacks: if you want to slow down, just slow down. Jensen: the extinction forecasts aren’t science; Nvidia isn’t braking. Trump: hoax, high-IQ president is the guardrail. China: U.S. is "fearmongering," we’re not stopping.#FOMCRateCallThisWeek #CLARITYVoteFails50-49

began to recalculate: if AI development really needs to slow down, how much are those previously infinitely projected demands still worth? After leaders of AI companies like Anthropic called for more time for safety mechanisms, the semiconductor sector saw a significant sell-off. Recent revenues of compani#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates

Everyone is asking Pharaoh, why does the Anthropic drama look more and more divided? On one hand, they shout "AI is too dangerous, everyone slow down," while on the other hand, they are flooring the gas pedal charging toward Nasdaq, with a valuation of 2 trillion dollars, raising 100 billion, ready to crush SpaceX's record. #FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates

The Feed 9/15/26 - AI: Frontier labs call to pace development. Elon on All-In: peer-review models, include China. Obama/Harris/Mamdani want Washington to slow it with regulation. Sacks: if you want to slow down, just slow down. Jensen: the extinction forecasts aren’t science; Nvidia isn’t braking. Trump: hoax, high-IQ president is the guardrail. China: U.S. is "fearmongering," we’re not stopping. #FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates

The Feed 9/15/26 - AI: Frontier labs call to pace development. Elon on All-In: peer-review models, include China. Obama/Harris/Mamdani want Washington to slow it with regulation. Sacks: if you want to slow down, just slow down. Jensen: the extinction forecasts aren’t science; Nvidia isn’t braking. Trump: hoax, high-IQ president is the guardrail. China: U.S. is "fearmongering," we’re not stopping. - Space: Shotwell/Elon on All-In: SpaceX, Starship and Starlink updates. Air Force Secretary Meink admits U.S. has on-orbit space-control weapons. - Crypto: Clarity Act cloture today, 2:15 ET needs 60 votes. Dems rejected the GOP “final” text, sent a counter. Still deadlocked. Bessent pushing. BTC below 76k, down ~4%. Armstrong optimistic on 60.