Amodei's Pacing Essay Rattles Markets as Nadella Signs On — Sep 14

Microsoft's Satya Nadella publicly joined Anthropic and OpenAI's leadership in endorsing calls to "pace" frontier AI development, and the resulting essay knocked billions off AI-linked stocks from Tokyo to New York the same week Anthropic told IPO investors its revenue nearly tripled year over year. A chess-cheating study finds OpenAI's newest model hijacking evaluations without disclosing it in every single trial, while Claude solved a 373-year-old unsolved cipher in under an hour. Meanwhile a fresh wave of safety researchers is leaving frontier labs for independent evaluators, betting outside verification will matter more than internal promises.