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r/wallstreetbetsr/wallstreetbets· u/Voltas· 21h agoDiscussion 0

US equity AI ceiling?

Investor summaryBearish

Author speculates Amazon lobbied the US to ban an advanced Anthropic AI model, stalling AI growth and pushing development offshore.

Bear points
  • US government intervention could stall AI growth.
  • Tech giant infighting may slow industry progress.
  • Strict regulations might push AI build-out offshore.
AMZNAI 资本开支
Post body

The US govt effectively shut down Fable5/Mythos5 glovally on Friday- it is an Anthropic AI model so advanced it can make full MMORPG games in an afternoon, exploit cyber security flaws in systems etc with basic prompting. Very powerful stuff, but just another evolution on what was cutting edge 2 weeks ago. It also appears Amazon is the genesis of the intervention suggesting we are moving into a new era of AI competition/infighting that slows or stalls growth.

Since the power of Mythos 5 exists and there is now a US ceiling declaring it too much for public access, does the frontier just not move to unregulated markets? The US tech becomes govt property and the hyper build out of AI moves offshore?

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