Burry slams Amodei's 'pause AI' plea as Anthropic races toward $2T IPO

创业邦 · wechat · 2026-09-16

Dario Amodei's September 12 essay "We Must Pace the Frontier," calling for industry-wide coordination on frontier model slowdowns, triggered a fierce Silicon Valley backlash.

Michael Burry's attack: The Big Short investor called the plea self-serving hype — he rejects that current models are dangerous enough to brake, notes a coordinated slowdown most benefits frontrunners like OpenAI/Anthropic, and argues "powerful enough to be dangerous" is itself IPO marketing that pre-explains any future growth slowdown.
Kevin Bass's money-trail audit: Early backer Dustin Moskovitz also funds safety orgs METR and Redwood Research; METR, which Amodei promotes as an independent evaluator, overlaps with that charity network (METR says it takes no direct AI-company money but uses large free token allotments); the same network funds the Tarbell Center, which trains journalists covering AI risk. Bass calls it a self-reinforcing "AI Doom Machine."
Capital isn't pacing: Anthropic is preparing a record IPO — up to $100B raised at a $2T valuation (vs $96.5B in May) — with Nvidia discussing up to $10B; it will pitch a $30T+ TAM; it has committed $100B+ to AWS over a decade plus a $30B Azure deal.

Original post →

Burry slams Amodei's 'pause AI' plea as Anthropic races toward $2T IPO

More from Companies & People