We Do Not Believe We Need to Wait
The three largest American labs spent the weekend agreeing that capability is moving too fast. Monday was the first trading session after, and it put a price on the agreement — then every government that would have to enforce it declined, and Anthropic signed a $13.7 billion compute lease running six years out.
The Guardian — SoftBank down 13%, the Kospi off 3%, with the Nasdaq queued to follow. Nothing broke over the weekend except the consensus about pace.
Sam Altman — welcomes a federal framework but does “not believe we need to wait” for an antitrust exemption or a law. That…
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