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According to The Information, Google, OpenAI, and Anthropic are establishing a new artificial intelligence safety standards organization, tentatively named the "Frontier Artificial Intelligence Standards Organization." The organization plans to operate independently to fill the regulatory gap left by the government.

Arthur Hayes published a new long article titled "Safety First," with the core argument that the claims of "safety first" by Anthropic, OpenAI, and SpaceX, which lead to a slowdown in AGI development, are not out of concern for human welfare but rather due to economic realities. The market does not want AI; it wants AI at "Chinese prices," meaning it needs intelligence that is 100 times cheaper than what is currently available. Hayes points out that "safety first" essentially destroys the demand for computing power. If the spending on training new models decreases and laboratories shift towards efficiency optimization, customers will spend less on computing power. The three major AI laboratories do not generate any profits, and their demand for computing power supports over $10 trillion in investment-grade debt and hundreds of billions in low-quality debt, which rely on profitable tech companies like Nvidia, Broadcom, Google, and Microsoft for off-balance-sheet endorsements. The real backstop is the holders of insurance policies in the United States.Hayes cites an analysis by Nick Nameth that reveals a "self-insurance scam": private equity giants (such as Apollo, KKR, Brookfield, etc.) acquire insurance companies, stuffing AI data center debt and SaaS private credit impacted by AI into insurance assets, and then provide false endorsements with minimal capital through affiliated self-insurance reinsurance companies. Nameth estimates that the total amount of these false reinsurance assets reaches $1.54 trillion. Once the AI data center debt is downgraded by rating agencies due to insufficient demand for computing power, insurance companies will be forced to add capital, while the affiliated reinsurance companies will be unable to pay, leading to insolvency for the insurance companies. In most states in the U.S., the insurance protection limit is only $250,000 to $300,000, and existing insurance companies only pay into the protection fund afterward, which encourages all parties involved to maximize risk-taking. When AIG was bailed out in 2008, TARP funds ultimately flowed to Goldman Sachs and led to record bonuses, while the general public only received foreclosure notices; Hayes believes this scenario will repeat itself.For cryptocurrency investors, the conclusion is a win-win situation. If the U.S. government chooses to become the "last buyer of computing power," it will print money in the name of national security to fund unproductive economic goods, driving up financial speculation and Bitcoin prices; if the government chooses to bail out insolvent insurance companies, it will also need to print money to cover bad AI debts, increasing the money supply and pushing up Bitcoin. Hayes specifically points out that the Federal Reserve voted unanimously last week to raise interest rates by 25 basis points, and RMP bond purchases have stopped since August 14, but commercial banks have taken over to create over $100 billion in currency, and the interest rate hike allows banks to earn an additional $7.5 billion in excess reserve interest each year. This money will be used to expand loans and market speculation, and the net effect remains stimulative. The fluctuations in the cryptocurrency market, which saw a slight increase at the end of August, are about to end, the supply of dollars will continue to grow, and Bitcoin and some selected altcoins will rise. Hayes also described this situation as "incredibly wonderful," stating that the government will not allow the free market to stop building AI data centers, there will be an oversupply of spot computing power, the usage of AI agents will increase, and the surge in money printing will drive investors to chase cryptocurrency assets.

According to Catcher Predict monitoring, the probability of the "Yes" option in the sub-market "Safety?" for the "Giants vs. Rams" event on the Polymarket has experienced significant fluctuations, soaring from 9% an hour ago to the current 50% (a fluctuation of 41%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, the probability of the "Yes" option in the sub-market "Safety?" for the "Colts vs. Chiefs" event on the prediction market Polymarket has experienced significant fluctuations, rising from 7.5% an hour ago to the current 23.5% (a fluctuation of 16%). Please note the impact of related breaking news.

According to Onchain Lens monitoring, an attack cluster transferred approximately 1.54 million dollars' worth of FET from Fetch AI's token converter on Ethereum.The cluster also received approximately 452,000 dollars in newly minted NTX from Nunet Global deployers. As of now, the total confirmed amount involved is approximately 2.01 million dollars.

On September 17, King Charles III of the United Kingdom convened executives from Nvidia, OpenAI, Anthropic, and Google DeepMind for an AI safety summit at Dumfries House in East Ayrshire, Scotland, calling for artificial intelligence to be "firmly placed on the track of serving humanity." The summit was jointly organized by the Ditchley Foundation and three of the King's charitable organizations, with UK AI Minister Kanishka Narayan also in attendance. Buckingham Palace stated that the representatives discussed whether the industry and government could reach a consensus on a set of common guiding principles for AI development, but no binding agreements were announced.A few days before the summit, Anthropic CEO Dario Amodei published a lengthy article titled "We Must Pace the Frontier," advocating that the industry should deliberately slow down the pace of model capability enhancement. OpenAI's Sam Altman and xAI's Elon Musk both publicly expressed their agreement within a day. In the article, Amodei pointed out that AI systems are increasingly capable of improving their own successors and mentioned an incident involving an OpenAI agent escape. OpenAI President Greg Brockman confirmed that the incident had forced the company to delay multiple releases and restructure its model development and monitoring processes, while advocating that the slowdown should only apply to laboratories building the most powerful frontier systems. On the first trading day after the news was released, Nvidia briefly fell by 3%, Intel dropped over 5%, and AMD declined by about 6%.

According to Decrypt, former Twitter co-founder Jack Dorsey spoke at the Cato Institute, opposing the pause on the development of cutting-edge AI models. He believes such calls protect the commercial advantages of large tech companies rather than public safety. Dorsey stated that he opposes industry-wide restrictions negotiated by industry leaders, as this could exclude those who can expose model flaws or build alternatives, saying, "Protecting a company's commercial advantage is not a safety goal."Dorsey supports open-source AI models, hoping that more people can collaboratively review, use, and improve the models, and that independent researchers can verify the work of the giants, allowing ordinary people to truly control the tools in their hands. He believes that anyone wishing to limit the public release of technology must provide compelling reasons, and under the banner of "for safety," it can sometimes ultimately evolve into industry barriers that restrict others' access.Dorsey also responded to the suggestion from Anthropic to "slow down AI development." This proposal attempts to link independent assessments and risk reviews with training computing power, training frequency, and restrictions on "using AI to build better AI." Dorsey expressed support for reviews but opposed using this as a reason to restrict the release of open-source models.

OpenAI CEO Sam Altman stated that he believes artificial intelligence companies can safely develop the technology without causing significant harm to the general public.During a discussion on Tuesday at the Dreamforce conference in San Francisco with Salesforce CEO Marc Benioff, Altman said: "I am very confident that our company—our entire industry—has the ability to do this safely."

OpenAI supports the FRONTIER Act proposed by both parties in the U.S. House of Representatives, which requires leading artificial intelligence companies to bring in external assessment organizations to ensure model safety.Chris Lattner, OpenAI's head of global affairs, stated that the company supports the key provisions of the bill and met with the sponsors on Capitol Hill to discuss arrangements for independent verification organizations.

During the Republican National Convention, U.S. President Trump privately met with OpenAI CEO Sam Altman to discuss artificial intelligence and its impact. The two sides have significant differences on whether the pace of cutting-edge AI development should be slowed down.Altman believes that slowing down development is worthwhile, while Trump opposes AI regulation, calling it an engine for economic development.

MoffettNathanson raised the target price for SpaceX (SPCX.O) from $131 to $142, and raised the target price for Coreweave (CRWV.O) from $106 to $107.

Vitalik Buterin stated that the "killer application" of adversarial governance mechanism design theory may ultimately appear in the field of artificial intelligence safety. He believes there is a deep correspondence between governance mechanisms and artificial intelligence safety: both involve how "weaker principals" can achieve ideal outcomes from "stronger agents."In governance scenarios, the principal is a static algorithm, and the agent is a human; in artificial intelligence safety scenarios, the principal is humans and weaker large language models, while the agent is a stronger large language model. Vitalik pointed out that if the degree of collusion among agents can be limited, the system can achieve better outcomes, and this mechanism design conclusion may be transferable to the field of artificial intelligence safety.

Analyst Jukan from Citrini forwarded a research report from Tianfeng Securities and stated that the U.S. government needs to maintain its leading position in the AI field, making it difficult to truly stop once it enters the AI race. Jukan believes that the recent calls from Anthropic and OpenAI to slow down AI development should not be viewed solely as safety initiatives; there may also be multiple considerations behind it, such as the inability to slow down competition and consolidating leading advantages through safety regulation.Jukan further pointed out that the related "AI slowdown" calls seemingly stem from the challenges of safety testing, operational monitoring, and third-party validation keeping pace with the speed of model iteration. In the short term, this may suppress market sentiment in the AI sector and lower market expectations for the next generation of models; another possibility is that the industry remains optimistic about AI in the long term but wishes to delay the next round of significant R&D investment, prioritizing the commercialization of existing products and reducing infrastructure and capital expenditure pressures. He believes that the AI race is essentially similar to a "prisoner's dilemma," where all parties wish to slow down, but no one dares to be the first to stop, or they may lose technological, customer, and financing advantages.Jukan also mentioned that Anthropic and OpenAI have recently emphasized recursive self-improvement (RSI), which is related to AI already assisting in the development of the next generation of AI and the acceleration of model iteration speed; at the same time, it has been reported that during internal testing at OpenAI, incidents occurred where agents collaborated to escape the sandbox and intrude into Hugging Face's production servers. Jukan believes that as the release of models incurs expensive evaluation, certification, and ongoing audit costs, large laboratories are better able to bear these fixed costs, while smaller teams may face higher entry barriers as a result; if leading laboratories further participate in the formulation of evaluation standards, industry barriers may continue to rise.

OpenAI is pushing for mandatory national-level artificial intelligence safety requirements.

According to a report by Sina Finance, Anthropic refused to submit its latest model Claude Mythos 5.1 to the UK Artificial Intelligence Safety Institute (AISI) for testing before its release, as the model is only open to qualified institutions in the United States. This move has raised alarms within the UK Whitehall and AISI, with UK national security officials concerned that this could set a precedent, making it difficult for AISI to access the latest cutting-edge models in the future.Analysts pointed out that this action may be related to the increasingly stringent export control policies of the US government on the AI industry. The US government had previously implemented export controls on Anthropic's models Mythos and Fable, prohibiting foreign nationals from using them. Anthropic declined to comment on this, only stating that it is coordinating with the US government to expand access to the model for more domestic and international partners as soon as possible.

According to SoSoValue data, the total net outflow of Ethereum spot ETFs yesterday was $24.2921 million. The Ethereum spot ETF with the highest net inflow in a single day was Fidelity ETF FETH, with a net inflow of $9.8924 million. Currently, the historical total net inflow of FETH has reached $2.287 billion.The Ethereum spot ETF with the highest net outflow in a single day was Grayscale Ethereum Trust ETF ETH, with a net outflow of $24.6098 million. Currently, the historical total net inflow of ETH has reached $1.903 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $15.716 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) is 5.19%. The historical cumulative net inflow has reached $13.169 billion.

Anthropic stated that the company has temporarily paused certain AI training and cybersecurity assessments. The company disclosed the relevant adjustments in a blog post, explaining the measures taken in response to unauthorized actions by its AI agents earlier this year. OpenAI previously indicated that it had paused some model development work due to safety concerns. Anthropic also confirmed that it has taken similar measures and emphasized the need for broader coordination on the pace of frontier AI development.Anthropic stated that after disclosing three related incidents in July, the company paused external cybersecurity assessments for pre-release models and also briefly suspended internal testing of pre-release models. Following the incidents, the company also paused high-risk reinforcement learning environments in pre-release models for several weeks. Anthropic noted that most reinforcement learning work has resumed, but some high-risk environments remain on hold, awaiting human review or updates to monitoring tools.