Why Anthropic Just Asked AI to Slow Down

Anthropic's Dario Amodei says AI labs must pace the frontier. Is it safety, or cost control ahead of an IPO? With Cam Stromme sitting in for Michael, four stories on the clock: that slowdown call, a Fed hike priced in with the 10-year above 5%, foreign money picking US stocks over Treasuries, and the bank deposit fight inside the CLARITY Act. Where's the signal, and where's the noise?

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CHAPTERS

00:00 - Intro

01:03 - Topic 1 - Anthropic's Dario Amodei Says AI Labs Must Pace the Frontier

09:23 - Topic 2 - Polymarket Prices a Fed Rate Hike as the 10-Year Yield Tops 5%

17:06 - Topic 3 - Foreign Investors Now Prefer US Stocks to US Treasuries

25:17 - Topic 4 - The Battle for Bank Deposits and the CLARITY Act Vote

33:39 - Wrap-Up & the Strategic Bitcoin Reserve

ABOUT THE SHOW

Signal vs Noise is a twice-weekly livestream and show unpacking the biggest stories across capital, markets, technology, and people, six minutes on the clock for each, with Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis.

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Onramp does not provide financial, tax, or legal advice. Nothing here is a recommendation to buy or sell any asset. This episode is for entertainment purposes only.