Anthropic calls for a slowdown, dampening sentiment in the AI sector; on-chain markets price in a decline in AI US stocks tomorrow in advance; OpenAI and Anthropic secondary market valuations take a heavy hit.

BlockBeats news, September 13 - Anthropic CEO Dario Amodei published a lengthy article stating that the industry must slow down the pace of improving AI model capabilities. Slowing the pace does not mean stopping model training or technological progress, but rather ensuring companies have enough time for alignment and protecting models. OpenAI founder Sam Altman expressed agreement, saying, "I agree with Dario Amodei (Anthropic CEO) that we need to control the progress of frontier models. This has been a major topic of discussion at OpenAI recently. Committing to giving independent evaluators access similar to employees is a good idea, and we will do the same. We will have more news to share soon."

The statements from the two AI giants poured cold water on the market, which interpreted them as a "prisoner's dilemma" under which the AI race cannot slow down. On the surface, safety testing, operational monitoring, and third-party verification cannot keep up with the pace of model iteration, suppressing near-term sentiment in the AI sector and lowering short-term expectations for next-generation models. The giants hope to delay the next round of large-scale R&D, first monetize existing products, and at the same time cool down infrastructure spending and capital expenditure.

AI-related U.S. stock targets on Trade.xyz priced Monday's U.S. market session in advance, with most down about 3-5% from Friday's U.S. after-hours prices, and are expected to see declines in tomorrow's pre-market session, among them:

Nvidia is now at $214.34, compared with $218.26 in Friday's U.S. after-hours session;

AMD is now at $501.81, compared with $515.78 in Friday's U.S. after-hours session;

Intel (INTC) is now at $99.33, compared with $103.02 in Friday's U.S. after-hours session;

Qualcomm (QCOM) is now at $178.45, compared with $182.15 in Friday's U.S. after-hours session;

Marvell Technology (MRVL) is now at $227.87, compared with $236.13 in Friday's U.S. after-hours session;

Micron (MU) is now at $934.2, compared with $975.07 in Friday's U.S. after-hours session;

SanDisk (SNDK) is now at $1,575.2, compared with $1,631.08 in Friday's U.S. after-hours session;

CoreWeave (CRWV) is now at $85.16, compared with $89.16 in Friday's U.S. after-hours session;

Nebius (NBIS) is now at $213.26, compared with $224.49 in Friday's U.S. after-hours session.

The pre-IPO over-the-counter contract io:ANTH for Anthropic now shows an implied market cap of $2.0783 trillion, down 3.75% in 24 hours;

OpenAI pre-IPO over-the-counter contract io:OAI implied market cap now at $1.4391 trillion, plunging 10.6% in 24 hours.