# Michael Burry 称 OpenAI 和 Anthropic 借 AI 末日论护壁垒、炒热 IPO

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-15 12:48
- AIHOT 分数：52
- AIHOT 链接：https://aihot.news/items/cmu27ti3v02wfrovevpxqqlir
- 原文链接：https://x.com/rohanpaul_ai/status/2099721965925957724

## AI 摘要

Michael Burry 指控 OpenAI、Anthropic 等大型实验室高管呼吁放缓 AI 发展是出于自利。他的理由包括：当前 LLM 不是 AI 也不会成为 AGI，没有需要放缓的东西；放缓有利于护住城壕、阻挡快速逼近的竞争者；"我们强大到可能危险"的说法是 IPO 前的炒作；监管要求的高成本评估、审计和审批对小实验室构成准入门槛，并为增长放缓提供借口。

## 正文

Michael Burry thinks OpenAI and Anthropic are using AI doomsday fears to protect incumbents and inflate IPO hype.

argues current LLMs will not become AGI, so there is no dangerous intelligence trajectory worth deliberately slowing.

Burry is arguing that a broadly imposed slowdown could protect today's leading labs from fast-rising competitors

If a regulation is passed requiring expensive evaluations, security systems, reporting, audits, and government approval may cost a giant lab relatively little compared with a small lab. The regulation can therefore become an entry barrier even if everyone is technically allowed to keep developing.

He also says warnings that AI could become catastrophically powerful inflate perceptions of the companies’ importance before public listings and could provide cover for slowing growth.

### 引用推文

> Cassandra Unchained：Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down. 1. LLMs a...