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AI Trade - Premium or Volume?

The Labs Ask for a Slowdown and the Physical Layer Pays First: Kospi −3.3%, SoftBank −11%, Nasdaq-100 Futures −1.6%, Brent at a New High

Thomas Look's avatar
Thomas Look
Sep 14, 2026
∙ Paid


Three frontier labs on one page is a new fact for the AI trade. On Saturday Anthropic’s chief executive published “We Must Pace the Frontier”, an argument that the industry should slow the rate at which models grow more capable, and committed his company to give outside evaluators permanent, employee-level access to its systems.


On Sunday OpenAI’s chie…

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