Nvidia's CEO said something different than what two other CEOs said about AI safety at a conference. This counts as news now. Three men who run companies worth a combined trillion dollars have different opinions about when robots might kill us. Alert the Pentagon.
Dario Amodei wrote an essay asking everyone to slow down building AI models. He published this essay days before the conference. You know what Jensen Huang did with that essay? Disagreed with it. At a conference. Called Dreamforce. Which is already the funniest part of this story and nobody wants to talk about it.
The divergence happened at Dreamforce. Not a fever dream. Not a corporate retreat for people who peaked in improv class. Dreamforce. Marc Benioff throws this thing every year in San Francisco so salespeople can pretend CRM software is exciting. This year they threw in an AI safety debate. Really spiced up the keynote between the DJ set and the branded tote bag distribution.
Huang thinks AI development should continue at its current pace. Amodei and Sam Altman think it should slow down. These are the same guys who've been in a race to build the most powerful AI models for the past three years. Now two of them want a timeout. Like watching Usain Bolt sprint 90 meters then turn around and ask if everyone else is okay.
Retail traders will read this headline and think it means something about Nvidia's stock price. They'll open their Robinhood app and buy calls on disagreement. They'll create a Discord server called AI Safety Bears. They'll lose money on both sides of the trade because they bought after reading a headline about comments made at a conference named after what happens when software developers do ayahuasca.
The real divergence is between people who think this matters and people who know how to read an earnings report.
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