Musk, yapay zekanın dünya ekonomisini ikiye katlayacağını söyledi, ardından iki saat sonra Antropik'in içinden bir uyarı geldi

Musk Said AI Would Double the World Economy, Then Two Hours Later Came a Warning From Inside Anthropic

Jeremy Phillips

Fri, September 11, 2026 at 1:27 PM GMT+3 3 min read

• NVDA -0.03%

Quick Read

• NVDA sits 29% higher over the past year as both AI optimists and doomers ultimately funnel spending through Jensen's order book.

• Anthropic warned of a 10% human extinction risk within a decade while simultaneously committing to 1 gigawatt of NVIDIA compute.

• Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA made the cut. Enter your email to see the other nine names and why NVDA earned its spot. The report is free. Enter your email and see the full list.

Wall Street got a whiplash lesson in AI narrative management on Wednesday, September 9. In under three hours, the same decade was pitched as a doubling of global output and as an extinction deadline. The AI trade barely blinked.

At 10:01 a.m. ET, Elon Musk posted that "AI+robots will more than double the global economy in less than 10 years". Two hours later, CNBC's Fast Money aired a segment on researcher Jacob Coxson resigning from Anthropic, accusing it and OpenAI of racing toward superintelligence at the expense of human safety, with an Anthropic safety lead putting the odds of human extinction in the next decade above 10% without a course correction.

By 1:07 p.m. ET, Chamath Palihapitiya replied to Bill Gurley's AI doomerism post: "the appropriate reaction here is to calm down and carry on."

The market's verdict? NVIDIA (NASDAQ:NVDA) slipped 1.4% and sits up 29% over the past year and 18% year to date. The same Anthropic warning about the machine committed to 1 gigawatt of Grace Blackwell and Vera Rubin compute on NVIDIA. That is the trade: the labs sounding alarms are the customers writing the checks. I've owned NVIDIA for over 15 years, and the pattern holds. If you believe the doubling case, you own the picks and shovels. If you believe the doom case, watch for the first credible "kill switch" regulation to hit compute permits. Both roads run through Jensen's order book.

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