Michael Burry calls OpenAI and Anthropic AI slowdown push self-serving

  • Michael Burry criticized OpenAI and Anthropic executives’ push to slow AI development.
  • OpenAI has guided investors toward 2030, while Anthropic does not expect break-even before 2028.
  • Sam Altman ruled out a 2026 listing Saturday, citing safety and naming no new date.

Michael Burry criticized efforts by OpenAI and Anthropic executives to slow AI development, saying the message serves their commercial interests. Writing early Monday, two days after Anthropic CEO Dario Amodei urged laboratories to restrain capability gains and use independent evaluators, Burry argued that large language models (LLMs) are not artificial intelligence and will never become artificial general intelligence (AGI). He said a slowdown would protect current leaders as competitors catch up, while safety warnings could promote future stock listings by emphasizing the companies’ power and value. Burry also suggested the message masks weakening growth as listings approach. Sam Altman and Elon Musk backed the proposal, but Altman ruled out an OpenAI listing in 2026, citing safety, while Anthropic has been moving toward a listing this autumn. Neither company is profitable: Anthropic does not expect to break even before 2028, and OpenAI has guided investors toward 2030. The debate weighed on stock futures before Monday’s open, while analyst Ben Cowen warned that a large Anthropic float could divert attention from Bitcoin. Burry has also expanded his Nvidia short and bought December calls as a hedge. S-1 filings would ultimately provide audited financial disclosures before the essays settle the debate.

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