Tuesday, September 15, 2026
AI 인프라 · 뉴스 & 분석
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자본시장 · 리포트

Sam Altman, Elon Musk, Demis Hassabis가 Dario Amodei의 인공지능 개발 속도 둔화 촉구를 지지했으며, 별도로 OpenAI는 계획된 기업공개를 2027년으로 연기했다.

둔화 메시징은 안전과 통제에 대한 산업의 우려를 시사하고 있으며, IPO 지연은 OpenAI가 민간 자금으로 운영되면서 공개 시장의 AI 인프라 밸류에이션 및 잠재적 산업 재조정에 대한 노출을 연기하고 있음을 나타낸다.
업계 전문지Slicast · 2026년 9월 13일 08:53 UTC · 글로벌 · 출처: The Decoder
중요도 80

OpenAI CEO Sam Altman and Elon Musk are backing calls to slow down AI development. Altman, Musk, and ex-Deepmind CEO Demis Hassabis have at least partly endorsed Anthropic CEO Dario Amodei's proposals, all agreeing on the need for independent oversight inside AI labs. Musk's support continues his years of warnings about AI risks, making it largely unsurprising. Altman and Amodei align particularly on the case for independent evaluation of AI labs.

In comments to Fortune, Altman stated that OpenAI will not go public this year, citing safety concerns—a decision he had already communicated internally in June. The company's current financial position may also constrain IPO timing, particularly relative to Anthropic's trajectory, though both factors could hold.

Not all voices support these proposals. Google researcher Peyman Milanfar has contested Amodei's framing, arguing that recursive self-improvement (RSI) rests on a naive assumption. Milanfar contends that the feedback loops inherent in such systems are fundamentally unstable: the harder a system optimizes itself, the deeper it tends to fall into blind spots, and reliable evidence emerges only from real-world deployment, not benchmarks. By this logic, Amodei's proposed "speed limit" is unnecessary. Milanfar argues instead: "Systems that reliably improve themselves will be governed, damped, slow, and bounded by margins that look wasteful. Because stability is the speed limit."

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Sam Altman, Elon Musk, Demis Hassabis가 Dario… · Slicast