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The Hidden Reason Anthropic Wants to Slow Down AI - Video học tiếng Anh
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The Hidden Reason Anthropic Wants to Slow Down AI
The Hidden Reason Anthropic Wants to Slow Down AI
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0:00
People think Anthropic is calling for “responsible scaling” of frontier
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AI to prevent human extinction. At least, that’s what the company says.
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But there’s a more cynical, more strategic viewpoint.
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A global slowdown wouldn’t just slow AI’s march. It would also slow the market,
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locking in today’s leaders. It would make it harder for open-source competitors to
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reach Anthropic’s capabilities. The timing isn’t a coincidence.
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In May 2026, Anthropic just closed a record private fundraising round with a trillion dollar
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valuation then filed for a public listing. Just 3 days later, it released a report warning that AI
0:34
may be out of control and urged governments to consider slowing the entire industry.
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To some, it’s caution. To others, it looks like
0:41
strategy disguised as safety. Chapter 1: The Kill Switch
0:45
All it took was a week for the entire AI industry to be rocked.
0:49
On May 28th 2026, Anthropic closed a new round of investment, its eighth since it emerged
0:54
in 2021. The investors, Altimeter, Dragoneer, Greenoaks, and Sequoia,
1:00
valued the company at roughly $1 trillion. It was a staggering amount. On paper, a company less
1:06
than 5 years old now sits above JPMorgan Chase in valuation, a bank built over 2 centuries.
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Days later, the company told regulators it plans to go public, perhaps before the end of 2026.
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The listing would be one of the biggest in market history. Not a single share
1:22
has even been priced yet. Then came the bombshell.
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On June 4th, a report called "When AI builds itself" was released. It was co-authored by Marina
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Favaro, who leads the Anthropic Institute, and Jack Clark, the company's co-founder.
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Their warning was stark. AI systems are getting close
1:39
to improving themselves with barely any human help. It’s reaching the point of
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no return and the world needs to hit the brakes before it’s too late. Anthropic
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were the guiding light in the industry, willing to sacrifice themselves for the greater good.
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At least that’s what it seemed like. Anthropic would only back an industry-wide
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slowdown under one condition: all major labs across countries agree to pause at the same
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time under verifiable rules. Until then, the race goes on.
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It’s a glaring contradiction. The most valuable AI startup in
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the world is about to go public, and at the same time wants governments to coordinate a pause that
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would freeze every rival in place. Anthropic would become the locked-in leader of the AI industry.
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That isn’t a prediction. The evidence is in its own code.
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Chapter 2: Eighty Percent In May 2026, more than 80%
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of the code going into Anthropic's own systems was written by Claude, the company's own AI.
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Before Claude Code launched in February 2025, that figure sat in low single digits.In just
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under 15 months, Claude went from writing almost none of the company’s code to writing most of it.
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At the same time, Anthropics engineers increased their production. They now ship
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8 times as much code per day as in 2024. A week's worth of work can be done in a day.
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Jack Clark has stated publicly that the company believes it can reach 100% AI written code
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by 2028. AI could soon be responsible for nearly all of its own code, even Anthropic
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executives are issuing warnings about the tech. This changes what it means to be an engineer at
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the company. When the machine writes the code, the human is no longer the author.
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They become the reviewer. It’s not about how fast someone can type but how quickly they can read.
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If a slowdown is implemented, competitors are left permanently trying to catch up.
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That’s what Anthropic wants. But first we want to thank the
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4:12
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4:17
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4:22
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4:26
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4:36
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market with Incogni. Chapter 3: The Loop
5:07
There have been a number of concerns surrounding the implementation of AI since it was first
5:11
introduced. And one of the major worries has been the speed in which it’s developing.
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The independent research group METR measures if and when AI systems will become a threat
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to society. In one study, they asked a simple question: How long can an AI finish
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a task on its own before it slips up? They tested a number of frontier models
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going back to 2019, and discovered a pattern. Models could handle increasingly longer tasks,
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with capacity doubling roughly every 7 months. The trend held for 6 years straight.
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Then, it accelerated. METR's newer estimate puts
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the doubling time, since 2023, at roughly 4 months. AI Digest also looked at the
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data and suggested that if the pace holds, AI agents could handle month long tasks by 2027.
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And there’s no ceiling. A couple of years ago, these systems
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could barely manage tasks of a few minutes. Now they can hold a thread of work that takes human
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engineers a day. If this rate holds up, and the timescale shifts from day to weeks and months.
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In April 2026, Anthropic said Claude made more than 800 fixes, reducing one class of
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system errors by a factor of 1,000. A human team might take years to clear something like that.
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The model did it in a single month. Give the system enough computing power,
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and machines could design and build their own replacements. Humans wouldn’t be needed. While
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Anthropic is sounding the alarm, it’s also careful to say that this hasn’t
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happened. It’s "not inevitable." But it "could come sooner than
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most institutions are prepared for." If the model is building its successor,
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the industry needs a rulebook, something that decides when to keep going and when to stop.
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It just so happens Anthropic already has one. Chapter 4: The Trigger
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The Responsible Scaling Policy reads like a warning. Something that all of
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humanity should be aware of. The core idea is simple: an AI model can become powerful
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enough to be genuinely dangerous, and at that point, extra protections have to kick in.
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Anthropic calls those trigger points Capability Thresholds.
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The October 2024 version of the policy begins with the obvious risks: chemical, biological,
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and nuclear weapons. Then it adds one more, that an AI that can conduct its own AI research,
7:18
with little human help. The policy groups this under Autonomous AI Research and Development.
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When a model nears that line, the guidelines don’t suggest pulling the plug. Instead it calls
7:28
for more intensive testing and speeds up work on stronger safeguards. Put simply, the company has
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built a structured way to handle the possibility of an AI that starts improving AI itself.
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This is more than an internal memo. A similar idea almost made it into law. California tried to do at
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a state level what this policy does inside one company. It focused only on the biggest models,
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the ones costing over $100 million to train, and asked them to meet a higher bar. That meant
7:56
more safety checks and external testing. Breaking the rules would mean heavy fines,
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starting at 10% of a training run, rising to 30% for repeat violations.
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But there was pushback. And critics saw an opening.
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The venture firm Andreessen Horowitz warned the rules wouldn’t stop at the industry heavyweights.
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Over time, it said, they would hurt “startups and burden small developers." The reason is cost. The
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paperwork, the audits, the legal exposure all land hardest on the companies with the least
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money. A fine worth 10 to 30% of a training run is pocket change for a trillion dollar company. For a
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startup, that equates to the entire company. The rules would mean a dedicated team of specialists
8:34
to oversee the models. Only the firms with the deepest pockets can carry that cost.
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California’s proposal never became law. Governor Gavin Newsom vetoed it in September 2024. But it
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never really went away. It keeps coming back in various guises, in other states and countries.
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Meanwhile, Anthropic’s Responsible Scaling Policy remains in place.
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When one company starts defining the rules, those rules tend to become the baseline for
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everyone else to clear. Chapter 5: The Ladder
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In May 2026, Anthropic’s revenue hit $47 billion. At the end of 2025, it was around
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$9 billion. The Wall Street Journal expects another 130% increase, which would push the
9:14
company into profitability for the first time. Those numbers are reflected in the valuation.
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In September 2025, the company was worth $183 billion. By May 2026, it was almost $965 billion.
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It more than doubled in a single quarter. That puts the company in the same range as Tesla, which
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took 16 years to reach a $1.5 trillion valuation. Anthropic earned its first dollar less than three
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years ago. Since then, its revenue has been growing more than tenfold each year.
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That’s why the global AI slow down would only benefit one company.
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The timing of the public listing and the public warning isn’t a coincidence. Anthropic is pulling
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up the ladder at the right time. Chapter 6: The Moat
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Anthropic’s report describes how fast things are moving and also suggests that leading labs
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should coordinate how development proceeds. In practice, that means the companies at the front
10:05
end up helping define the constraints for everyone behind them. The most advanced systems become the
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new standard everyone else has to meet. Except that standard isn’t written from
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a neutral position. It’s where the leading
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AI companies are at that point. This isn’t a fringe argument. It’s
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coming from senior figures in the industry. Yann LeCun, Meta’s chief AI scientist and a
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Turing Award winner, has been one of the most vocal critics. He is worried that companies are
10:30
overplaying AI risks in ways that push regulators toward restricting certain models. After Anthropic
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published a study claiming its system had been used in a cyberattack with minimal human
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involvement, a US senator cited it as evidence for tighter AI laws. LeCun hit back hard,
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saying critics were being “played” and warned that fear-based claims could end up shaping
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regulation in ways that lock out smaller players. David Sacks, an AI advisor in Washington, has made
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a similar point, accusing Anthropic of using fear of risk as a way to shape regulation in its favor.
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If regulations do align with the bigger companies' outlook,
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everyone else is trying to catch up to a standard they didn’t help set. A frontier lab can support
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restrictions that it is already able to pass. Smaller labs and independent researchers can’t.
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But it's not that simple. Anthropic itself acknowledges
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that a real global pause would require the US and China - and other major AI powers - to
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enforce it together. It’s an ask that might never be met. But in the meantime, nothing has to stop.
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So you end up with calls for restraint on one side, and continued acceleration on the other.
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Both exist at the same time, without resolving each other.
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Chapter 7: The Resistance Not everyone is buying the case
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for a pause, and the loudest objections come from one corner of the industry.
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Open Source. For years, Meta has released its most capable
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models for free, so anyone could download and use them. Its Llama models have been downloaded
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hundreds of millions of times, and some companies now build their products directly on top of them.
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That’s the version of AI the open-source camp is pushing for:
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models that aren’t locked behind a paywall, but available for anyone to use and modify.
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A pause looks less like a protective measure and more like economic warfare.
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Yann LeCun wants the opposite. He says regulating AI research itself,
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rather than specific harmful uses, is "extremely counterproductive." He says it’s built on "false
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ideas about the potential dangers of AI." His deeper concern is what happens to open-source
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AI. Set a danger threshold or limit who can access the data makes it harder to release an open model.
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So the pushback is about more than the right to give software away.
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It is about stopping a wall from going up between two groups. The handful of firms that
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can run at the new speed. And everyone who can’t. Once something like that is written into global
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rules, it doesn’t usually come back down. Chapter 8: The Shockwave
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Up to now this has been about Anthropic’s code. But it’s bigger than that.
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It eventually affects everyone… And their paycheck.
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Anthropic has already admitted engineers don’t write most of the code. They review
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it. The moment that becomes the industry standard, the human workforce collapses.
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The first jobs to feel it sit at the bottom of the ladder. Junior coding work has always
13:04
been built on volume and the cost of one more block of code has fallen to almost nothing.
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That closes the door into the industry. An entire generation of coders and engineers are locked out.
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The Stanford Digital Economy Lab tracked real employer data through 2025 and the evidence
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is alarming. For coders aged 22 to 25, jobs fell nearly 20% from the late 2022 peak. Workers over
13:27
30 in the same roles saw their numbers grow. The entry positions are being culled.
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It’s happening across the industry. Salesforce froze junior hiring for
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a year. Google and Meta took on roughly half as many new graduates as in 2021. Total tech
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layoffs soared past 140,000 in the opening months of 2026 alone. That pace runs about 40%
13:48
ahead of the same stretch in 2025. More and more companies are naming AI as the reason for this.
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A pause or slow down can't undo what has already happened. E
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Even if every major AI company stopped training new frontier models tomorrow,
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the tools already exist. Claude Code would still be writing code. AI agents would still
14:07
be running inside thousands of companies. That matters because the economic effects
14:11
are already underway. The question is no longer whether AI will enter the workplace,
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because it’s already here. The question is how far the current generation of
14:19
systems can go before the next one arrives. Today's models can’t go back in the box.
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They’re here to stay. Chapter 9: The New DNA
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There’s no denying that AI performance has exploded.
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AI systems are taking on longer and more complex tasks. At the same time,
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Anthropic is handing over its coding tasks to Claude, reducing the human
14:39
element to a reviewer. Even if the largest labs agreed to stop training bigger models,
14:43
the systems they already have would keep working. They would keep writing code
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and help build the next generation of tools. That's what makes the whole debate so strange.
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The company calling for caution is also showing how fast the technology
14:55
is improving. The same research that sounds the alarm is measuring the acceleration.
15:00
Maybe a global agreement arrives. Maybe it doesn't. Either way, AI is
15:04
already building the next generation of AI. The future people are arguing about is not
15:09
somewhere ahead of us. It's already here.
15:11
The AI problem is getting bigger with each passing day. And it’s not just the public that are getting
15:16
worried. The corridors of Silicon Valley are starting to feel the pressure. Find out what’s
15:20
going on in ‘Why AI Researchers Are Quitting and Panicking on the Way Out’. Or watch this.
