Arthur Hayes: AI 'safety first' slowdown may precede trillion-dollar compute debt crisis, ultimately bullish for bitcoin

In a new essay titled "Safety First", Arthur Hayes argues that Anthropic and SpaceX slowing AGI development on safety grounds may reflect economic reality rather than concern for human welfare, since the market wants AI at a 100x lower "China price". He warns that shrinking training investment could trigger a debt crisis exceeding $1 trillion, prompting governments to expand money supply — a tailwind for bitcoin.

Detected & updated continuously · Source: Nebula