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Source: Meidaoge
Do you believe that humanity must halt AI development immediately to sustain civilization? Serenity, a renowned market analyst, argues that Anthropic is acting hypocritically. Having gained a leading edge in the sector, the company is now pushing for a development moratorium — an ulterior motive plain for all to see. What exactly is going on?
On the eve of its highly anticipated IPO, Anthropic has sparked widespread concern by publicly calling for a global pause on AI development. Internal data reveals that **80% of its code is now AI-generated**, and engineers’ productivity has surged eightfold. The firm also predicts AI will achieve self-iteration within two years. Against this backdrop, it is urging the industry to hit the brakes.
The question remains: Is this a sincere warning, or a carefully orchestrated marketing ploy?
Let us first look at the context behind its upcoming IPO. Anthropic’s latest valuation stands at **$965 billion**, surpassing OpenAI’s $852 billion. Its annualized revenue has skyrocketed from $9 billion in 2025 to an estimated $50 billion as of June 2026. The company has confidentially filed for an IPO and plans to list on Wall Street this autumn. Daniela Amodei, co-founder of Anthropic, stated plainly at the Bloomberg Technology Summit: "Training AI models is an extremely capital-intensive business, and public markets are well-suited to fund such operations."
Recently, Anthropic has signed multi-billion-dollar computing power partnerships with SpaceX and Akamai. Meanwhile, OpenAI has committed to investing hundreds of billions of US dollars in data centers and chips in the years ahead. To keep pace in the computing power arms race, Anthropic is desperate to secure capital from public markets — the direct driver behind its push for an IPO.
So what risks is the company warning about? In a blog post titled *When AI Builds Itself*, Anthropic released undisclosed internal statistics. As of May this year, over 80% of code merged into its codebase was written by Claude. Compared with 2024, engineers’ daily code integration volume has grown eight times. Internal surveys show that employees using its latest model Mythos Preview are four times more productive than when working without AI tools. Capable of running continuously for over 16 hours, Mythos has detected more than 10,000 high-risk software vulnerabilities across critical global systems in initial tests.
Based on these findings, Anthropic put forward a disquieting industry concept: **AI self-improvement** — the ability for AI systems to design and upgrade subsequent generations of AI autonomously, without human intervention. Jack Clark, another co-founder, noted in a speech in London that this milestone could be reached within two years, or even sooner.
Anthropic made its stance clear: "We believe the world would benefit from having the option to slow down or temporarily pause the development of cutting-edge AI. This will allow social frameworks and AI alignment research to keep pace with technological progress."
Its call for a slowdown amid rapid business expansion has triggered heated debate across Wall Street and Silicon Valley, dividing opinions into two camps.
Critics have voiced strong objections. David Sacks, venture capitalist and informal advisor to former U.S. President Trump, accused Anthropic of pursuing a **regulatory capture agenda**. By hyping up AI risks to pressure regulators, the company aims to constrain competitors, especially low-cost open-source AI models. Critics also point to its limited release of the Mythos cybersecurity model as evidence: while showcasing its powerful capabilities, Anthropic refuses full public access in the name of safety. In their view, the call for a pause is merely rhetoric to entrench its commercial barriers.
Supporters hold a different perspective. A professor from the Wharton School offered a balanced view: "This move involves self-reflection, marketing tactics, as well as Anthropic’s genuine judgment on the near-term trajectory of AI." He explained that an AI lab is never a monolithic entity. It houses marketing teams, legal staff and capital-driven strategies befitting a trillion-dollar enterprise, alongside researchers pursuing next-generation models and visionaries who genuinely worry about future risks.
Serenity, a top AI supply chain analyst dubbed the new "stock market guru" by retail investors, was more blunt: "What Anthropic really means is: *Let us stay ahead, and everyone else stop developing*."
Many question whether a company racing toward an IPO, with a nearly trillion-dollar valuation and surging annual revenue, has any real incentive to slow down progress. If recursive self-improvement of AI does arrive within two years, Anthropic would stand to be the biggest beneficiary. Why would it advocate a moratorium? If this is purely a regulatory tactic, it is leveraging safety narratives to protect its commercial advantages.
Nevertheless, the dramatic leap in AI capabilities reflected in internal data is undeniable. The figures — 80% AI-generated code, eightfold growth in engineer productivity and the forecast of AI self-iteration within two years — speak for themselves. If even Anthropic’s own teams feel alarmed, the potential risks may indeed be severe.
Yann LeCun, AI pioneer and former Chief AI Scientist at Meta, holds a contrasting opinion. He argues that current large language models are incapable of reaching human-level intelligence, comparing their cognitive ability to that of cats. Anthropic clearly disagrees with this assessment.
Regardless of whether Anthropic’s motives are sincere or self-serving, the underlying trend it reveals is real: AI is accelerating its own development at an astonishing rate. Its blog post is arguably the most candid and contradictory statement to come out of the AI industry to date. It serves both as IPO promotion material for a trillion-dollar company and a global risk alert for humanity.
Rather than dwelling on Anthropic’s intentions, we should recognize that AI has entered a self-reinforcing acceleration cycle. In this landscape, the major winners will likely be computing power providers, data infrastructure builders and other enablers of the industry. As for Anthropic itself — pushing for an IPO while calling for a development pause — this paradox perfectly captures the essence of the current era.
Anthropic警告市场！呼吁全球暂停AI开发！
本文章来自美刀哥
人类文明想要延续，必须马上，立刻，暂停AI开发！你信这话吗？新股神Serenity说，Anthropic很虚伪，他们领先了之后，呼吁暂停AI开发，这是司马昭之心，路人皆知！到底发生了什么？
Anthropic在它即将要上市的关键时刻，做了一件让人细思极恐的事，公开呼吁全球“暂停AI开发”。因为内部数据显示：80%的代码已经是AI写的了，工程师产出暴增8倍。AI将在两年内实现“自我迭代”。然后他们说：我们该踩刹车了。
Ok，这是真诚的警示，还是精心设计的营销？
先看IPO背后的逻辑：Anthropic，最新估值9650亿美元，首次超越OpenAI的8520亿。年化营收从2025的90亿美元，飙升至2026年6月预计的500亿。已秘密提交IPO申请，计划今年秋天登陆华尔街。联合创始人Daniela Amodei在彭博科技大会上说得直白：“AI模型训练是极度资本密集型业务，公开市场非常适合为此类业务提供融资。”
而Anthropic近期与SpaceX和Akamai签署了几十亿美元规模的算力合作协议。OpenAI已承诺未来将在数据中心和芯片上花几千亿美元。Anthropic需要的，是公开市场的钱来维持这场算力军备竞赛。这就是它冲刺IPO的最直接驱动力。
那它警告的是什么？Anthropic官方博客发文《当AI构建自身》，披露了一批从未公开的内部数据。截至今年5月，超过80%合并入代码库的代码由Claude撰写。与2024年相比，工程师每日合并代码量增长了8倍。在一项内部研究调查中，员工估计使用最新模型Mythos Preview后，自身产出为不使用AI工具时的4倍。Mythos模型可连续工作超过16小时，在首批测试中发现了全球最重要系统中超一万个高危软件漏洞。
基于这些数据，Anthropic提出了一个令整个行业不安的概念：“AI自我改进”——AI系统无需人类干预、自主设计并改进其继任者的能力。联合创始人Jack Clark在伦敦演讲中表示，这一阶段“可能在未来两年内发生，甚至更早”。
Anthropic的主张很明确：“我们相信，让世界拥有放缓或临时暂停前沿AI开发的选项，将对世界有益——以使社会结构和对齐研究能跟上技术进步的步伐。”在业务高速扩张之际，主动呼吁“踩刹车”——这个反常举动，在华尔街和硅谷同时引爆争议。
这引发了市场的两种声音
批评者的声音很尖锐。风险投资人、懂王的非正式顾问David Sacks指责Anthropic推行“监管俘获议程”——通过渲染AI风险给监管部门施压，限制竞争对手，尤其是那些更廉价的开源AI模型。对Mythos网络安全模型的限制发布也被拿来佐证：一方面炫耀能力，一方面又以“安全”为由拒绝全面开放。批评者的核心逻辑是：这不过是一套保护商业壁垒的话术。
支持者的看法不同。沃顿商学院教授的评价最中肯：“有些自我审视，有些营销成分，也有Anthropic对AI近期走向发自内心的真实判断。”他认为AI实验室往往不是单一主体——它既有万亿美元公司的营销、律师和资本逻辑，也有追求下一代模型的研究人员，还有真心忧虑未来的“哲学王”式人物。被网友誉为美股“新股神”的AI供应链分析师，Serenity则更直白：“Anthropic的言外之意其实是‘请让我们领先吧，停止开发！’”
那一家正在冲刺IPO、估值近万亿、年化营收暴增的公司，真的有动力“踩刹车”吗？如果AI真的两年内会“递归自我改进”，Anthropic自己将是最大的受益者——它为什么主动要求暂停？如果只是“监管俘获”策略，那它是在用安全叙事保护自己的商业壁垒。但内部数据揭示的AI能力跃升是真实的。80%代码由AI撰写、工程师产出暴增8倍、AI可能两年内实现自我迭代——这些数字不会说谎。如果连Anthropic自己都感到不安，那问题可能真的很严重。
AI先驱、Meta前首席AI科学家Yann LeCun持不同看法，他认为基于大语言模型的前沿系统根本无法实现媲美人类智能的跨越，并将当前AI模型的智能水平比作猫的认知层次。但Anthropic显然不这么认为。
无论Anthropic是真诚还是算计，它揭示的趋势是真实的：AI正在以惊人的速度加速AI。80%代码由AI撰写、工程师产出暴增8倍、AI可能两年内实现自我迭代——这些数字不会说谎。Anthropic的这篇博文，或许是迄今为止AI行业最诚实也最矛盾的自白。它既是一家万亿估值公司的IPO路演材料，也是一份面向全人类的风险警示书。
对我们而言，关键不是判断Anthropic的动机，而是看清：AI正在进入一个自我强化的加速循环。这个循环里，赢家可能是算力供应商、数据基础设施、以及那些“卖铲子”的人。至于Anthropic自己——它一边冲刺IPO，一边喊踩刹车。这两个动作同时发生，本身就是这个时代最真实的注脚。
Anthropic Issues Industry Warning and Calls for Global Pause on AI Development
Source: Meidaoge
Do you believe that humanity must halt AI development immediately to sustain civilization? Serenity, a renowned market analyst, argues that Anthropic is acting hypocritically. Having gained a leading edge in the sector, the company is now pushing for a development moratorium — an ulterior motive plain for all to see. What exactly is going on?
On the eve of its highly anticipated IPO, Anthropic has sparked widespread concern by publicly calling for a global pause on AI development. Internal data reveals that **80% of its code is now AI-generated**, and engineers’ productivity has surged eightfold. The firm also predicts AI will achieve self-iteration within two years. Against this backdrop, it is urging the industry to hit the brakes.
The question remains: Is this a sincere warning, or a carefully orchestrated marketing ploy?
Let us first look at the context behind its upcoming IPO. Anthropic’s latest valuation stands at **$965 billion**, surpassing OpenAI’s $852 billion. Its annualized revenue has skyrocketed from $9 billion in 2025 to an estimated $50 billion as of June 2026. The company has confidentially filed for an IPO and plans to list on Wall Street this autumn. Daniela Amodei, co-founder of Anthropic, stated plainly at the Bloomberg Technology Summit: "Training AI models is an extremely capital-intensive business, and public markets are well-suited to fund such operations."
Recently, Anthropic has signed multi-billion-dollar computing power partnerships with SpaceX and Akamai. Meanwhile, OpenAI has committed to investing hundreds of billions of US dollars in data centers and chips in the years ahead. To keep pace in the computing power arms race, Anthropic is desperate to secure capital from public markets — the direct driver behind its push for an IPO.
So what risks is the company warning about? In a blog post titled *When AI Builds Itself*, Anthropic released undisclosed internal statistics. As of May this year, over 80% of code merged into its codebase was written by Claude. Compared with 2024, engineers’ daily code integration volume has grown eight times. Internal surveys show that employees using its latest model Mythos Preview are four times more productive than when working without AI tools. Capable of running continuously for over 16 hours, Mythos has detected more than 10,000 high-risk software vulnerabilities across critical global systems in initial tests.
Based on these findings, Anthropic put forward a disquieting industry concept: **AI self-improvement** — the ability for AI systems to design and upgrade subsequent generations of AI autonomously, without human intervention. Jack Clark, another co-founder, noted in a speech in London that this milestone could be reached within two years, or even sooner.
Anthropic made its stance clear: "We believe the world would benefit from having the option to slow down or temporarily pause the development of cutting-edge AI. This will allow social frameworks and AI alignment research to keep pace with technological progress."
Its call for a slowdown amid rapid business expansion has triggered heated debate across Wall Street and Silicon Valley, dividing opinions into two camps.
Critics have voiced strong objections. David Sacks, venture capitalist and informal advisor to former U.S. President Trump, accused Anthropic of pursuing a **regulatory capture agenda**. By hyping up AI risks to pressure regulators, the company aims to constrain competitors, especially low-cost open-source AI models. Critics also point to its limited release of the Mythos cybersecurity model as evidence: while showcasing its powerful capabilities, Anthropic refuses full public access in the name of safety. In their view, the call for a pause is merely rhetoric to entrench its commercial barriers.
Supporters hold a different perspective. A professor from the Wharton School offered a balanced view: "This move involves self-reflection, marketing tactics, as well as Anthropic’s genuine judgment on the near-term trajectory of AI." He explained that an AI lab is never a monolithic entity. It houses marketing teams, legal staff and capital-driven strategies befitting a trillion-dollar enterprise, alongside researchers pursuing next-generation models and visionaries who genuinely worry about future risks.
Serenity, a top AI supply chain analyst dubbed the new "stock market guru" by retail investors, was more blunt: "What Anthropic really means is: *Let us stay ahead, and everyone else stop developing*."
Many question whether a company racing toward an IPO, with a nearly trillion-dollar valuation and surging annual revenue, has any real incentive to slow down progress. If recursive self-improvement of AI does arrive within two years, Anthropic would stand to be the biggest beneficiary. Why would it advocate a moratorium? If this is purely a regulatory tactic, it is leveraging safety narratives to protect its commercial advantages.
Nevertheless, the dramatic leap in AI capabilities reflected in internal data is undeniable. The figures — 80% AI-generated code, eightfold growth in engineer productivity and the forecast of AI self-iteration within two years — speak for themselves. If even Anthropic’s own teams feel alarmed, the potential risks may indeed be severe.
Yann LeCun, AI pioneer and former Chief AI Scientist at Meta, holds a contrasting opinion. He argues that current large language models are incapable of reaching human-level intelligence, comparing their cognitive ability to that of cats. Anthropic clearly disagrees with this assessment.
Regardless of whether Anthropic’s motives are sincere or self-serving, the underlying trend it reveals is real: AI is accelerating its own development at an astonishing rate. Its blog post is arguably the most candid and contradictory statement to come out of the AI industry to date. It serves both as IPO promotion material for a trillion-dollar company and a global risk alert for humanity.
Rather than dwelling on Anthropic’s intentions, we should recognize that AI has entered a self-reinforcing acceleration cycle. In this landscape, the major winners will likely be computing power providers, data infrastructure builders and other enablers of the industry. As for Anthropic itself — pushing for an IPO while calling for a development pause — this paradox perfectly captures the essence of the current era.
Anthropic警告市场！呼吁全球暂停AI开发！
本文章来自美刀哥
人类文明想要延续，必须马上，立刻，暂停AI开发！你信这话吗？新股神Serenity说，Anthropic很虚伪，他们领先了之后，呼吁暂停AI开发，这是司马昭之心，路人皆知！到底发生了什么？
Anthropic在它即将要上市的关键时刻，做了一件让人细思极恐的事，公开呼吁全球“暂停AI开发”。因为内部数据显示：80%的代码已经是AI写的了，工程师产出暴增8倍。AI将在两年内实现“自我迭代”。然后他们说：我们该踩刹车了。
Ok，这是真诚的警示，还是精心设计的营销？
先看IPO背后的逻辑：Anthropic，最新估值9650亿美元，首次超越OpenAI的8520亿。年化营收从2025的90亿美元，飙升至2026年6月预计的500亿。已秘密提交IPO申请，计划今年秋天登陆华尔街。联合创始人Daniela Amodei在彭博科技大会上说得直白：“AI模型训练是极度资本密集型业务，公开市场非常适合为此类业务提供融资。”
而Anthropic近期与SpaceX和Akamai签署了几十亿美元规模的算力合作协议。OpenAI已承诺未来将在数据中心和芯片上花几千亿美元。Anthropic需要的，是公开市场的钱来维持这场算力军备竞赛。这就是它冲刺IPO的最直接驱动力。
那它警告的是什么？Anthropic官方博客发文《当AI构建自身》，披露了一批从未公开的内部数据。截至今年5月，超过80%合并入代码库的代码由Claude撰写。与2024年相比，工程师每日合并代码量增长了8倍。在一项内部研究调查中，员工估计使用最新模型Mythos Preview后，自身产出为不使用AI工具时的4倍。Mythos模型可连续工作超过16小时，在首批测试中发现了全球最重要系统中超一万个高危软件漏洞。
基于这些数据，Anthropic提出了一个令整个行业不安的概念：“AI自我改进”——AI系统无需人类干预、自主设计并改进其继任者的能力。联合创始人Jack Clark在伦敦演讲中表示，这一阶段“可能在未来两年内发生，甚至更早”。
Anthropic的主张很明确：“我们相信，让世界拥有放缓或临时暂停前沿AI开发的选项，将对世界有益——以使社会结构和对齐研究能跟上技术进步的步伐。”在业务高速扩张之际，主动呼吁“踩刹车”——这个反常举动，在华尔街和硅谷同时引爆争议。
这引发了市场的两种声音
批评者的声音很尖锐。风险投资人、懂王的非正式顾问David Sacks指责Anthropic推行“监管俘获议程”——通过渲染AI风险给监管部门施压，限制竞争对手，尤其是那些更廉价的开源AI模型。对Mythos网络安全模型的限制发布也被拿来佐证：一方面炫耀能力，一方面又以“安全”为由拒绝全面开放。批评者的核心逻辑是：这不过是一套保护商业壁垒的话术。
支持者的看法不同。沃顿商学院教授的评价最中肯：“有些自我审视，有些营销成分，也有Anthropic对AI近期走向发自内心的真实判断。”他认为AI实验室往往不是单一主体——它既有万亿美元公司的营销、律师和资本逻辑，也有追求下一代模型的研究人员，还有真心忧虑未来的“哲学王”式人物。被网友誉为美股“新股神”的AI供应链分析师，Serenity则更直白：“Anthropic的言外之意其实是‘请让我们领先吧，停止开发！’”
那一家正在冲刺IPO、估值近万亿、年化营收暴增的公司，真的有动力“踩刹车”吗？如果AI真的两年内会“递归自我改进”，Anthropic自己将是最大的受益者——它为什么主动要求暂停？如果只是“监管俘获”策略，那它是在用安全叙事保护自己的商业壁垒。但内部数据揭示的AI能力跃升是真实的。80%代码由AI撰写、工程师产出暴增8倍、AI可能两年内实现自我迭代——这些数字不会说谎。如果连Anthropic自己都感到不安，那问题可能真的很严重。
AI先驱、Meta前首席AI科学家Yann LeCun持不同看法，他认为基于大语言模型的前沿系统根本无法实现媲美人类智能的跨越，并将当前AI模型的智能水平比作猫的认知层次。但Anthropic显然不这么认为。
无论Anthropic是真诚还是算计，它揭示的趋势是真实的：AI正在以惊人的速度加速AI。80%代码由AI撰写、工程师产出暴增8倍、AI可能两年内实现自我迭代——这些数字不会说谎。Anthropic的这篇博文，或许是迄今为止AI行业最诚实也最矛盾的自白。它既是一家万亿估值公司的IPO路演材料，也是一份面向全人类的风险警示书。
对我们而言，关键不是判断Anthropic的动机，而是看清：AI正在进入一个自我强化的加速循环。这个循环里，赢家可能是算力供应商、数据基础设施、以及那些“卖铲子”的人。至于Anthropic自己——它一边冲刺IPO，一边喊踩刹车。这两个动作同时发生，本身就是这个时代最真实的注脚。