Morning Brew ☕️

Everything you need to know about the world of business and the business of the world. ☕️

[Morning Brew ☕️ @MorningBrew]

OpenAI: It's not a good time to IPO, due to safety concerns

Anthropic:

[Business Insider @BusinessInsider]

Anthropic is eyeing a $2 trillion IPO in October amid AI safety concerns. https://t.co/x3bCXwn0mF

[Morning Brew ☕️ @MorningBrew]

"We should be paying the lowest interest rate in the world"

-President Trump, three days before the Fed makes a decision on interest rates

[Per My Last Email @permylast_email]

Do you agree with Kyle's method?

[Morning Brew ☕️ @MorningBrew]

Tell 'em we're ready...

[Business Insider @BusinessInsider]

"Given the accelerating rate of AI capability development, it's my worry that in 6—12 months such a swarm could be capable of taking over the entire internet," Amodei said, referring to the Hugging Face breach. https://t.co/22F9UTjK4b

[Morning Brew ☕️ @MorningBrew]

More here, via The Hollywood Reporter:
https://t.co/wN1fAA5L9V

[Morning Brew ☕️ @MorningBrew]

Christopher Nolan's "The Odyssey"

✅ Nolan's biggest global opening weekend ever
✅ Highest-grossing R-rated movie ever ($1.68 b)
✅ Universal's highest-grossing movie ever (beating out "Jurassic World")

[Morning Brew ☕️ @MorningBrew]

"Democratic coordination"

[Morning Brew ☕️ @MorningBrew]

Dario Amodei's new essay, TL;DR

• "We must slow the pace at which we improve the capabilities of AI models" so that "risk prevention" can keep up

• Why now?
1.) Recursive self-improvement
2.) OpenAI/Hugging Face incident

• What's needed for the future?
1.) Frontier AI companies should allow access to embedded third-party evaluators
2.) Companies in democratic countries should coordinate on safety standards
3.) Democratic govts should coordinate with authoritarian govts

• "We owe it to humanity to try"

[Morning Brew ☕️ @MorningBrew]

Dario Amodei's new essay, TL;DR

• "We must slow the pace at which we improve the capabilities of AI models" so that "risk prevention" can keep up

• Why now?
1.) Recursive self-improvement
2.) OpenAI/Hugging Face incident

• What's needed for the future?
1.) Frontier AI companies should allow access to embedded third-party evaluators
2.) Companies in democratic countries should coordinate on safety standards
3.) Democratic govts should coordinate with authoritarian govts

• "We owe it to humanity to try"

[Dario Amodei @DarioAmodei]

We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.

Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.

You can read the full post here: https://t.co/OGyPb7yaYt

[Morning Brew Daily @mbdailyshow]

Paperclip Neal

[Per My Last Email @permylast_email]

Where do you stand on "reverse AI psychosis"?

[Maxinomics @maxinomics]

Is this a new organic, grass-fed gasoline?

[Brew Markets @brewmarkets]

Markets are pricing in an 88.7% chance of a Fed rate hike next week.

[A Show About The News @ASATNshow]

why math nerds are livid about OpenAI's Navier-Stokes solution

[Brew Markets @brewmarkets]

Inflation held at 3.4% in August, putting pressure on the Fed to hike rates next week.

[Brew Markets @brewmarkets]

Happy Friday.

[Per My Last Email @permylast_email]

Reminding yourself and your team of the "why" can make all the difference

[Brew Markets @brewmarkets]

A supersized El Niño is brewing in the Pacific — and it's not just a weather story. Here's how it's showing up in the corporate world.

[Morning Brew Daily @mbdailyshow]

Huge for coachable boyfriends

[Morning Brew ☕️ @MorningBrew]

"At face value, the plan would be staggeringly expensive. There are roughly 245.3 million U.S. adult citizens, according to 2024 Census data. Giving them $5,000 apiece would cost north of $1.2 trillion."

More here, via CNBC: https://t.co/BzhG3gYz15

[Morning Brew ☕️ @MorningBrew]

Trump's $5,000 midterm dividend, by comparison—

• Total: ~$1.22 trillion

• National Deficit: $1.80 trillion (YTD)

• Nat'l Debt Interest: $1.27 trillion (FY26)

• Defense Spending: $1.36 trillion (FY26)