Binance Research(@BinanceResearch):Weekend AI pricing on @binance while U.S. stocks were closed: • Amodei urged a slower frontier pace. Altman and Musk agreed. • Binance perps: hyperscalers flat. $BE -4.3%, $NBIS -4.0%, @OpenAI -7.9%. • Signal: The repricing was selective. Higher risk premium for marginal AI capex, NeoCloud and private labs. Monday’s cash market is the next test.

2026.09.14 03:25

Weekend AI pricing on @binance while U.S. stocks were closed: • Amodei urged a slower frontier pace. Altman and Musk agreed. • Binance perps: hyperscalers flat. $BE -4.3%, $NBIS -4.0%, @OpenAI -7.9%. • Signal: The repricing was selective. Higher risk premium for marginal AI capex, NeoCloud and private labs. Monday’s cash market is the next test.

Dario Amodei@DarioAmodei

2026.09.12 14:01

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training. You can read the full post here: