Hello Reader, The AI Slowdown Lasted About a Week Two weeks ago Dario Amodei put out his essay asking the industry to slow down, Altman said OpenAI won't go public this year, and AI stocks sold off the next Monday. Nasdaq futures were down 1.5% premarket and SoftBank closed almost 11% lower in Japan. Last week I said most of that was noise, nobody had actually cut spending, and Anthropic was about to ship a new model right before its IPO. Tuesday, Anthropic released Claude Opus 5.5. About 90...