SEPTEMBER 20, 2026 It all began last week when a young researcher quit Anthropic and issued a warning on the way out: Artificial intelligence labs are sprinting toward superintelligence without a plan and gambling with our lives. Days later, Anthropic CEO Dario Amodei published a 3,800-word essay telling his own industry to slow its pace. Missed AI’s "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our analysts, we’re only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue » Two camps formed fast. Amodei, Sam Altman, and Elon Musk want an industry-wide speed limit. Jensen Huang and Mark Zuckerberg say the labs can police themselves.
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