🚨Drama around Anthropic AI this weekend - What I personally think about it👀

The CEO of Anthropic, an artificial intelligence company, on Saturday again called on the AI industry to "slow down" and presented a three-point plan to achieve this, saying his company would commit "unilaterally" to the first of these steps.

We've seen something similar before⤵️

👉 DeepSeek

👉 AI bubble concerns.

👉Capex concerns.

👉Export restrictions.

👉High valuations.

👉And now slower AI development.

The narrative keeps changing, but so far it hasn't particularly related to AI development. Hyperscalers are still spending hundreds of billions on GPUs, networks, energy, and data centers.

If I were to focus on the real risks I'll be watching, they are primarily oil, bond yields, geopolitics, and the FOMC (FED).

Before I change my thesis, however, I need to see real weakness in capital expenditures (capex), GPU orders, HBM demand, or data center spending. It doesn't look that way so far, so I personally don't think it should change the trajectory.

👀What do you think about this?