I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we've had at OpenAI in recent weeks.
Committing to having independent evaluators with employee-like access is a great idea, and we will do the same. We'll have more to share soon.
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
Leveraged funds are becoming increasingly bearish on US tech:
Leveraged fund short positions on Nasdaq 100 futures are up to ~$75 billion, near their highest in at least 4 years.
Short positioning has more than doubled since February.
Meanwhile, long positioning on Nasdaq 100 futures is down to ~$18 billion, its lowest since mid-2025.
As a result, net positioning among leveraged funds is down to -$57 billion, near its lowest since at least 2022.
This marks a sharp reversal from the positive net positioning recorded in November 2025.
Leveraged funds are increasingly betting against tech stocks.