Summary

Carl Quintanilla, Jim Cramer and David Faber reacted to fresh warnings involving AI safety. One Anthropic researcher who resigned from the company accused the startup and its rival OpenAI of "gambling with our lives," while a current Anthropic researcher said he believes there is a more than 10% chance of AI "killing all humans." At the Goldman Sachs Comm…

Key takeaways

• Anthropic researchers publicly warned that AI poses greater than 10% existential risk by end of decade, signaling a deepening internal safety crisis at leading AI labs even as model capabilities accelerate.
• Core Weave CEO Michael Intrader acknowledged the AI industry has failed to communicate data center community benefits, but reported the company has de-risked opposition by entering communities early and building 1 GW of international pipeline.
• Meta's AI agent 'Muse' targets small business commerce via a transaction-cut revenue model with 100M free tokens weekly, while Apple prepares its first foldable iPhone under new CEO John Ternus amid rising memory costs.

Why this matters

As recursive self-improvement in AI models approaches reality and existential risk warnings emerge from inside top labs, enterprise leaders face compounding pressure to justify AI infrastructure investment, manage community opposition to data centers, and demonstrate measurable ROI before regulatory and public sentiment hardens.

Entities

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Show notes

Carl Quintanilla, Jim Cramer and David Faber reacted to fresh warnings involving AI safety. One Anthropic researcher who resigned from the company accused the startup and its rival OpenAI of "gambling with our lives," while a current Anthropic researcher said he believes there is a more than 10% chance of AI "killing all humans." At the Goldman Sachs Communacopia + Technology Conference in San Francisco, David interviewed CoreWeave CEO Mike Intrator about AI and the data center backlash. Cramer

Themes

• openai
• anthropic
• investing