Summary
CNBC's Kate Rooney reports on the discussion between Anthropic CEO Dario Amodei and JPMorgan CEO Jamie Dimon. Amodei pushes back against FDA-style AI regulation, favors automotive industry as a model, and warns that some SaaS companies may go bankrupt due to AI disruption. Dimon supports Anthropic's Mythos rollout as a responsible approach.
- Amodei advocates for AI regulation similar to the automotive industry, not the FDA.
- He notes that compute was not a constraint for Anthropic's Mythos model release.
- Dimon endorses Mythos as a prudent rollout that allowed study of vulnerabilities.
- Amodei warns that individual SaaS companies could lose value or go bankrupt depending on their moat.
- He suggests incumbents with strong moats may pivot and survive.
- The discussion covers White House plans for AI model review before release.
- Amodei acknowledges the need for some guardrails but opposes heavy-handed regulation.
- The software selloff is partly attributed to Anthropic's technology concerns.