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Prices displayed are informational. _Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below._ Anthropic CEO **Dario Amodei's** call to slow frontier AI development has fueled "even bigger panic" among investors, according to investing commentator **Joseph Carlson**, who says **Meta Platforms Inc.**(NASDAQ:META) may have the best setup whether the slowdown happens or not. Amodei's weekend essay, "We Must Pace the Frontier," proposed coordinated pacing to give companies more time to improve AI safeguards. OpenAI CEO **Sam Altman** and **Elon Musk** also expressed support for slowing frontier development.
Chip stocks fell Monday, with **Nvidia Corp.**(NASDAQ:NVDA) down 3.4% and the PHLX Semiconductor Index tumbling 5.9%. Meta moved the other way, rising 2.7%. "If we did get this coordinated slowdown, Meta has probably the best setup," Carlson said.
Meta expects $130 billion to $145 billion in capital expenditures this year. It spent $31.08 billion in the second quarter, while free cash flow fell to $784 million despite revenue rising 28% to $60.8 billion. Carlson argues Meta could ease that spending without losing much of the benefit AI already brings to advertising, recommendations and engagement, while reducing investor concerns over CEO **Mark Zuckerberg's** AI spending.
He also questioned Amodei's incentives, arguing coordinated pacing could protect Anthropic and OpenAI's lead while forcing cash-rich rivals such as Meta to slow their catch-up efforts. Amodei says pacing would not halt model training, but would give safety measures more time to catch up. Carlson is also a Meta shareholder and has previously disclosed a six-figure position.
If no slowdown materializes, Carlson says Meta can keep competing. Citing a Colossus analysis, he summed up the argument: "Heads, he wins, tails, he wins." Carlson pointed to Meta's Muse assistant as a practical example. He said it can book restaurants, edit photos and search for shopping deals, tasks that do not require Meta to consistently own the world's most capable model.
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