Solana co-founder questions AI slowdown motives at $1 trillion valuation

  • Anatoly Yakovenko questioned financial motives behind proposals to slow frontier AI development.
  • Yakovenko’s X post cited profitability at a $1 trillion market capitalization.
  • Dario Amodei proposed independent evaluations, industry coordination and possible international agreements.

Solana co-founder Anatoly Yakovenko questioned whether financial incentives could be influencing proposals to slow frontier artificial-intelligence development, posting on X on Sept. 13, 2026: "Profitability at $1 trillion mcap." He did not identify a company or provide calculations supporting the remark. The post followed Anthropic CEO Dario Amodei’s essay, "We Must Pace the Frontier," which called for slower improvements in AI capabilities rather than a halt to training or research. Amodei proposed ongoing access for independent evaluators, coordination among frontier laboratories in democratic countries and eventual international agreements, potentially including China. OpenAI CEO Sam Altman endorsed pacing and said OpenAI would give independent evaluators employee-like access, while Elon Musk backed Amodei’s position by writing, "Dario is right." Neither executive linked the proposal to a $1 trillion valuation, and their statements did not establish a joint plan or agreement on regulatory details. David Sacks opposed the need for coordinated industry or government action, arguing that Anthropic and OpenAI could slow development voluntarily. Reuters reported that Anthropic and OpenAI were preparing for possible initial public offerings, but neither company had reached a $1 trillion market capitalization or made profitability contingent on that level. Anthropic has proposed allowing outside reviewers to use company laptops, access offices and publish findings subject to limited legal, security, commercial and confidentiality restrictions. OpenAI has promised more details without specifying an evaluator, timetable or access terms. The debate comes as U.S. lawmakers consider stricter AI rules and as cybersecurity researchers warn that AI could shorten software-patching windows from weeks to minutes.

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