Pensions funding the apocalypse? Open models closing the gap put OpenAI/Anthropic premium in question
AlexTensor · x · 2026-09-21
Riffing on Stanford HAI's 2025 AI Index Report, the author poses a pointed question: if frontier AI is as dangerous as Anthropic and OpenAI each claim the other is, why should public pension funds bankroll it — especially as Wall Street upgrades their credit ratings from junk to investment grade? He also challenges the OpenAI/Anthropic valuation premium, arguing that open models closing the frontier gap so quickly undercuts the justification for it. The Index itself documents record global private AI investment and rising policy attention, giving this debate its data backdrop.
Related event: AI labs warn of doom while Wall Street upgrades their credit(4 posts)→
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