Investor: frontier AI labs won't slow compute spend, no onerous regulation for 2 years
firstadopter · x · 2026-09-15
Investor firstadopter argues recent industry hand-wringing is temporary noise and FUD, judging by actions not words:
- Both Anthropic and OpenAI are spending heavily on compute and training, and that trend will not change. He sees zero chance frontier labs significantly slow down—nobody risks being crushed by competitors and China.
- No significant onerous AI regulation in the next two years even if Democrats sweep Congress, since Trump would block the bills; that could change under a Democratic president.
- Big caveat: the situation requires a US–Iran resolution in the Middle East.
His conclusion: markets will go higher.
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