AI’s existential crisis explodes but AI companies plunge ahead anyway

Anthropic researcher Jacob Coxon resigned this week over concerns that AI labs are "gambling with our lives," a move joined by OpenAI chief scientist's call for an AI research slowdown and CEO Sam Altman telling staff the company is considering slowing leading-edge AI work if the government confirms it is not an antitrust problem. The debate did not halt releases: Meta debuted its secure-by-design personal AI agent Muse, OpenAI shipped two ChatGPT updates, and China's DeepSeek released V4.1 Flash, which it says outperforms flagship V4 Pro. Separately, Mistral AI raised almost $3.5 billion, Arlequin AI raised $28 million, Cognition AI raised a $32 billion Series E at a $48 billion valuation, and Positron AI raised $875 million.

AI’s existential crisis explodes but AI companies plunge ahead anyway The resignation https://siliconangle.com/2026/09/09/anthropic-researchers-resignation-sparks-broad-ai-safety-discussion/ this week of Anthropic researcher Jacob Coxon over concerns that artificial intelligence labs are “gambling with our lives” lit up the long-smoldering argument about whether AI is heading in a direction hazardous to human life. Not only is he not alone at Anthropic — whose alignment science lead agreed with the possibility that AI has a more than 10% chance to “kill all humans” in the next decade — but OpenAI chimed in, as its chief scientist called https://siliconangle.com/2026/09/07/openai-chief-scientist-argues-for-ai-research-slowdown/ for an AI research slowdown. And CEO Sam Altman reportedly told https://www.bloomberg.com/news/articles/2026-09-11/openai-is-open-to-slowing-cutting-edge-ai-ceo-sam-altman-tells-staff staff that the company is considering slowing down leading-edge AI work and wants other companies to do the same — if the government says https://www.wired.com/story/openai-wants-to-know-if-an-ai-industry-slowdown-would-even-be-legal/ that’s not an antitrust problem. We’ll have to see if any of this existential worry actually changes anything, but I’ll believe it when I see it. Just this week, as almost every week, there was a flurry of new models, agents and apps galore — from Meta https://siliconangle.com/2026/09/08/meta-debuts-its-secure-by-design-personal-ai-agent-muse/ , OpenAI https://siliconangle.com/2026/09/08/openais-chatgpt-images-gets-faster-with-sharper-details-and-more-refined-edits/ twice https://siliconangle.com/2026/09/10/openai-targets-wall-street-bankers-with-a-new-version-of-chatgpt/ , China’s DeepSeek https://siliconangle.com/2026/09/10/deepseek-releases-v4-1-flash-says-it-outperforms-flagship-v4-pro/ and more. I understand why, and I’m still a bit skeptical of the AI doomers given the lack of specific reasons why AI can’t be controlled, but there’s definitely a disconnect here. One thing that may slow things down regardless is the rising opposition to data centers. In a new feature story https://siliconangle.com/?p=833004&preview=true , Paul Gillin digs into exactly why AI requires so much compute — and why there isn’t a short-term fix. Tech giants have a lot of work ahead of them persuading communities not to shut down the next era of tech innovation. By the way, don’t count out Europe in AI: Mistral AI this week raised https://siliconangle.com/2026/09/08/open-source-ai-developer-mistral-closes-e3b-funding-round/ almost $3.5 billion. And Paris-based startup Arlequin AI got https://siliconangle.com/2026/09/10/arlequin-ai-raises-e28m-to-build-novel-ai-models-that-learn-complex-relationships-at-scale/ $28 million to explore a fundamentally new kind of AI model. Oracle looks like it’s finally benefiting from the AI boom, as its cloud infrastructure revenue more than doubled, and its stock rose https://siliconangle.com/2026/09/10/oracles-stock-moves-higher-on-surging-cloud-infrastructure-revenue-growth/ 4% in late trading after falling more than that in regular trading, on an ugly day for the market. Adobe had a strong quarter too, but a light outlook https://siliconangle.com/2026/09/10/adobe-shares-slip-as-q4-revenue-guidance-falls-short-despite-a-q3-beat/ sent shares down a bit after-hours Thursday. As expected, autonomous software engineering firm Cognition AI raised https://siliconangle.com/2026/09/08/ai-coding-startup-cognition-raises-2b-at-48b-valuation-as-revenue-nears-900m/ another big round, a $32 billion Series E that values it at — wait for it — $48 billion. Positron AI thinks it can solve the memory crunch in AI with an appliance that uses regular RAM instead of pricey and scarce high-bandwidth memory, raising https://siliconangle.com/2026/09/10/chipmaker-positron-nabs-875m-to-speed-up-inference-with-consumer-grade-memory/ an $875 million Series C round to prove it. Normally I might take such a claim with a grain of salt, but familiar old-school backers such as Silicon Graphics’ Jim Clark, Forest Baskett and Tom Jermoluk know what they’re doing, so this will be worth watching. Oh, and Apple introduced https://siliconangle.com/2026/09/09/apple-announces-foldable-iphone-alongside-the-new-18-pro-watch-and-airpods/ some new iPhones, including a very expensive foldable. I find myself yawning, but I’m sure most of them will do fine. Another flurry of events is coming next week: Salesforce’s Dreamforce in San Francisco, the AI Infra Summit in Santa Clara with lots of AI luminaries, Workiva Amplify in Las Vegas and the agent-focused developer conference AGNTCon + MCPCon in Amsterdam. Here’s all the enterprise and emerging tech news this week from SiliconANGLE, theCUBE, theCUBE Research and beyond: Analysis, opinion and food for thought The hard physics and complex economics of AI’s insatiable hunger for power https://siliconangle.com/2026/09/11/the-hard-physics-and-complex-economics-of-ais-insatiable-hunger-for-power/ Breaking Analysis: Beyond shared responsibility: When AI acts, who owns the blast radius? https://siliconangle.com/2026/09/09/beyond-shared-responsibility-when-ai-acts-who-owns-the-blast-radius/ Gartner: By 2029, 30% of employees laid off from replacement by AI will need to be rehired https://www.gartner.com/en/newsroom/press-releases/2026-09-09-gartner-identifies-four-shifts-shaping-the-future-of-work — often at a significantly higher cost. AI and data: AI still could kill us all — say AI companies Policy Anthropic researcher’s resignation sparks broad AI safety discussion https://siliconangle.com/2026/09/09/anthropic-researchers-resignation-sparks-broad-ai-safety-discussion/ More details from the researcher via Wired https://www.wired.com/story/anthropic-researcher-quits-jacob-coxon-ai-fears-humanity/ . And a good perspective https://x.com/theayubinator/status/2097769846134214861 from another Ant dropout, who says we’re missing the real problem of today’s AI: the loss of critical thinking. S o how might the “wiping out humanity” thing work, if it did? Two views, from the Wall Street Journal https://www.wsj.com/tech/ai/how-would-ai-actually-kill-us-all-what-to-know-about-the-ai-doomsday-debate-034270d1?mod=itp wsj&mod=djemITP h and Axios https://www.axios.com/2026/09/09/ai-doom-pdoom-kill-all-humans-anthropic?utm source=newsletter&utm medium=email&utm campaign=newsletter axioslogin&stream=top . And another warning: Anthropic says AI now lets lone operators run state-level hacking campaigns https://siliconangle.com/2026/09/10/anthropic-says-ai-now-lets-lone-operators-run-state-level-hacking-campaigns/ OpenAI to set misalignment disclosure rules after agents took over a wiki https://siliconangle.com/2026/09/06/openai-to-set-misalignment-disclosure-rules-after-agents-took-over-a-wiki/ OpenAI chief scientist argues for AI research slowdown https://siliconangle.com/2026/09/07/openai-chief-scientist-argues-for-ai-research-slowdown/ New models and services Meta debuts its ‘secure by design’ personal AI agent Muse https://siliconangle.com/2026/09/08/meta-debuts-its-secure-by-design-personal-ai-agent-muse/ OpenAI’s ChatGPT Images gets faster, with sharper details and more refined edits https://siliconangle.com/2026/09/08/openais-chatgpt-images-gets-faster-with-sharper-details-and-more-refined-edits/ OpenAI targets Wall Street bankers with a new version of ChatGPT https://siliconangle.com/2026/09/10/openai-targets-wall-street-bankers-with-a-new-version-of-chatgpt/ DeepSeek releases V4.1-Flash, says it outperforms flagship V4-Pro https://siliconangle.com/2026/09/10/deepseek-releases-v4-1-flash-says-it-outperforms-flagship-v4-pro/ Amazon makes its agentic AI platform Quick generally available for desktop on Windows and macOS https://siliconangle.com/2026/09/09/amazon-makes-its-agentic-ai-platform-quick-generally-available-for-desktop-on-windows-and-macos/ Databricks adds adaptive search model to speed agent retrieval https://siliconangle.com/2026/09/09/databricks-adds-adaptive-search-model-to-speed-agent-retrieval/ Salesforce introduces Enterprise AI Harness, AI Control Plane https://siliconangle.com/2026/09/10/salesforce-introduces-enterprise-ai-harness-ai-control-plane/ Lightbits set to release KV cache engine to boost GPU performance https://siliconangle.com/2026/09/09/lightbits-set-to-release-kv-cache-engine-to-boost-gpu-performance/ Cloudera brings Mistral AI’s frontier models into its secure hybrid data environments https://siliconangle.com/2026/09/09/cloudera-brings-mistral-ais-frontier-models-into-its-secure-hybrid-data-environments/ CoreWeave launches new engineering service to help enterprises implement physical AI https://siliconangle.com/2026/09/10/coreweave-launches-new-engineering-service-to-help-enterprises-implement-physical-ai/ Exclusive: Cfo.ai launches an agentic CFO for business founders https://siliconangle.com/2026/09/10/exclusive-ai-finance-cfo-ai-launches-an-agentic-cfo-for-business-founders/ Writer launches universal touchpoint for enterprise information and memory for AI https://siliconangle.com/2026/09/09/writer-launches-universal-touchpoint-for-enterprise-information-and-memory-for-ai/ Atlassian upgrades AI coding agents for always-on software development https://siliconangle.com/2026/09/10/atlassian-upgrades-ai-coding-agents-for-always-on-software-development/ Extreme Networks’ Agent ONE Coworker moves AI networking from dashboards to answers https://siliconangle.com/2026/09/10/extreme-networks-agent-one-coworker-moves-ai-networking-from-dashboards-to-answers/ Typewise orchestrates customer-service AI agents https://siliconangle.com/2026/09/10/typewise-orchestrates-customer-service-ai-agents/ Certinia launches new System of Action as the foundation of autonomous service operations https://siliconangle.com/2026/09/09/certinia-launches-new-system-of-action-as-the-foundation-of-autonomous-service-operations/ Geordie launches Cost Intelligence to tie AI spending to agent activity https://siliconangle.com/2026/09/09/geordie-launches-cost-intelligence-to-tie-ai-spending-to-agent-activity/ Google Cloud, Accenture launch unit to put AI engineers onsite with customers per the WSJ https://www.wsj.com/cio-journal/google-cloud-accenture-launch-unit-to-put-ai-engineers-on-site-with-customers-698a8628 Money matters Open-source AI developer Mistral closes €3B funding round https://siliconangle.com/2026/09/08/open-source-ai-developer-mistral-closes-e3b-funding-round/ AI coding startup Cognition raises $2B at $48B valuation as revenue nears $900M https://siliconangle.com/2026/09/08/ai-coding-startup-cognition-raises-2b-at-48b-valuation-as-revenue-nears-900m/ Harvey raises $550M more to develop AI tools for legal teams https://siliconangle.com/2026/09/09/harvey-raises-another-550m-to-develop-ai-tools-for-legal-teams/ Forus raises https://www.finsmes.com/2026/09/forus-raises-150m-in-series-c-at-a-3b-valuation.html $150M in Series C at $3B valuation to automate prescription workflows AI-native CRM startup Lightfield raises $47M to build an AI agent-ready replacement for Salesforce https://siliconangle.com/2026/09/09/ai-native-crm-startup-lightfield-raises-47m-to-build-an-ai-agent-ready-replacement-for-salesforce/ Arlequin AI raises €28M to build novel AI models that learn complex relationships at scale https://siliconangle.com/2026/09/10/arlequin-ai-raises-e28m-to-build-novel-ai-models-that-learn-complex-relationships-at-scale/ Lightsage gets $4M in funding to help software makers sell directly to autonomous AI agents https://siliconangle.com/2026/09/08/lightsage-gets-4m-in-funding-to-help-software-makers-sell-directly-to-autonomous-ai-agents/ Around the enterprise: Oracle gets an AI boost Money matters Earnings: Oracle’s stock moves higher on surging cloud infrastructure revenue growth https://siliconangle.com/2026/09/10/oracles-stock-moves-higher-on-surging-cloud-infrastructure-revenue-growth/ Adobe shares slip as Q4 revenue guidance falls short despite a Q3 beat https://siliconangle.com/2026/09/10/adobe-shares-slip-as-q4-revenue-guidance-falls-short-despite-a-q3-beat/ Chipmaker Positron nabs $875M to speed up inference with consumer-grade memory https://siliconangle.com/2026/09/10/chipmaker-positron-nabs-875m-to-speed-up-inference-with-consumer-grade-memory/ Qualcomm inks AI chip, optical networking deal with Amazon https://siliconangle.com/2026/09/08/qualcomm-inks-ai-chip-optical-networking-deal-with-amazon/ Bending Spoons to acquire https://www.morningstar.com/news/dow-jones/202609104857/bending-spoons-to-buy-miro-for-136-billion digital planning platform Miro for $1.36B. Analog Devices to acquire https://www.prnewswire.com/news-releases/analog-devices-to-acquire-alif-semiconductor-adding-an-ai-native-processing-platform-to-advance-physical-intelligence-for-the-next-generation-of-real-world-systems-302873715.html Alif Semiconductor for $1.35B, adding AI-native processing platform to advance physical intelligence Celero reels in $275M for its coherent digital signal processors https://siliconangle.com/2026/09/08/celero-reels-in-275m-for-its-coherent-digital-signal-processors/ Ayar Labs bags $150M in additional late-stage funding to help make bigger AI chip clusters https://siliconangle.com/2026/09/10/ayar-labs-bags-150m-in-additional-series-e-funding-to-help-make-bigger-ai-chip-clusters/ Anthropic investor leads https://www.bloomberg.com/news/articles/2026-09-10/anthropic-investor-leads-funding-for-off-grid-ai-power-startup?ref=runtimewire $120M funding for off-grid AI power startup TAR Sales automation startup Clay boosts valuation to $7.1B in $115M funding round https://siliconangle.com/2026/09/09/sales-automation-startup-clay-boosts-valuation-to-7-1b-in-115m-funding-round/ Bluecore Energy raises $50M to build its first floating nuclear system https://siliconangle.com/2026/09/08/bluecore-energy-raises-50m-to-build-its-first-floating-nuclear-system/ Piston Technologies raises $15M to expand its cardless payments tech for gas-guzzling truckers https://siliconangle.com/2026/09/10/piston-technologies-raises-15m-to-expand-its-cardless-payments-tech-for-gas-guzzling-truckers/ New products and services Exclusive: Compute Exchange adds GPU inventory manager to simplify AI infrastructure purchases https://siliconangle.com/2026/09/09/exclusive-compute-exchange-adds-gpu-inventory-manager-to-simplify-ai-infrastructure-purchases/ Kepler Computing thinks it just hacked the memory shortage per Wired https://www.wired.com/story/a-new-dollar400-million-startup-wants-to-fix-the-ai-memory-bottleneck/ Orchid Security gives enterprises a kill switch for rogue AI agents https://siliconangle.com/2026/09/09/orchid-security-gives-enterprises-a-kill-switch-for-rogue-ai-agents/ Pigment launches AI-generated interfaces to broaden business planning https://siliconangle.com/2026/09/10/pigment-launches-ai-generated-interfaces-to-broaden-business-planning/ Cyber beat: More bitcoin mischief Attack & response Hackers steal $320M in bitcoin from Liquid Network, return most of it after patch https://siliconangle.com/2026/09/07/hackers-steal-320m-in-bitcoin-from-liquid-network-return-most-of-it-after-patch/ Google says attackers used AI agents to steal credentials in under six hours https://siliconangle.com/2026/09/08/google-says-attackers-used-ai-agents-to-steal-credentials-in-under-six-hours/ Radware finds web DDoS attacks doubled as the patch window turns negative https://siliconangle.com/2026/09/09/radware-finds-web-ddos-attacks-doubled-as-the-patch-window-turns-negative/ ClickFix moves into the browser and onto WebDAV, Cisco Talos finds https://siliconangle.com/2026/09/08/clickfix-moves-into-the-browser-and-onto-webdav-cisco-talos-finds/ New services Gravwell adds five AI agents that gather their own investigation context https://siliconangle.com/2026/09/10/gravwell-adds-five-ai-agents-that-gather-their-own-investigation-context/ JumpCloud extends Agentic IAM with new controls for autonomous AI agents https://siliconangle.com/2026/09/10/jumpcloud-extends-agentic-iam-with-new-controls-for-autonomous-ai-agents/ Rubrik extends data protection to Apache Iceberg tables on AWS https://siliconangle.com/2026/09/08/rubrik-extends-data-protection-to-apache-iceberg-tables-on-aws/ Money matters Cylake closes https://www.thecanadianpressnews.ca/globenewswire press releases/cylake-closes-245-million-funding-round-ahead-of-beta-release-for-next-generation-cybersecurity-product/article 469691b9-7f8b-5f31-b515-538e1ae71898.html $245M funding round ahead of beta release for next-gen cybersecurity product Cymphony launches with $30M to track what AI agents can reach https://siliconangle.com/2026/09/09/cymphony-launches-with-30m-to-track-what-ai-agents-can-reach/ Five things investors may have missed from Netskope’s most recent quarter https://siliconangle.com/2026/09/09/five-things-investors-may-have-missed-from-netskopes-most-recent-quarter/ SailPoint Q2 earnings surpass https://finance.yahoo.com/markets/stocks/articles/sailpoint-inc-sail-q2-earnings-121502042.html estimates Elsewhere in tech: Apple fields a foldable Apple announces foldable iPhone alongside the new 18 Pro, Watch and AirPods https://siliconangle.com/2026/09/09/apple-announces-foldable-iphone-alongside-the-new-18-pro-watch-and-airpods/ Google DeepMind’s AlphaGenome Atlas maps all 9 billion possible human DNA changes https://siliconangle.com/2026/09/08/google-deepminds-alphagenome-atlas-maps-all-9-billion-possible-human-dna-changes/ Elon Musk’s The Boring Co. raises https://thenextweb.com/news/boring-company-3bn-raise-23bn-valuation-uae-term-sheet $3B at a $23B valuation, led by the UAE Defense startup Mach Industries raises $600M amid manufacturing push https://siliconangle.com/2026/09/10/defense-startup-mach-industries-raises-600m-amid-manufacturing-push/ Maven Robotics launches with $100M to scale its industrial robots https://siliconangle.com/2026/09/10/maven-robotics-launches-with-100m-to-scale-its-industrial-robots/ Nasdaq invests $100M in Kraken parent company Payward to advance tokenized equities https://siliconangle.com/2026/09/10/nasdaq-invests-100m-in-kraken-parent-company-payward-to-advance-tokenized-equities/ Hyperspectral satellite startup Pixxel nabs $100M investment https://siliconangle.com/2026/09/07/hyperspectral-satellite-startup-pixxel-nabs-100m-investment/ Former Uber CEO Travis Kalanick is returning to the robotaxi race https://siliconangle.com/2026/09/06/former-uber-ceo-travis-kalanick-is-returning-to-the-robotaxi-race/ General Robotics’ GRID platform engineers itself, cutting robot setup to hours https://siliconangle.com/2026/09/09/general-robotics-grid-platform-engineers-itself-cutting-robot-setup-to-hours/ IonQ launches Superion 256, a quantum computer built for volume production https://siliconangle.com/2026/09/08/ionq-launches-superion-256-a-quantum-computer-built-for-volume-production/ Antioch raises $32M to move robot testing into simulation https://siliconangle.com/2026/09/08/antioch-raises-32m-to-move-robot-testing-into-simulation/ Exclusive: Team8 finds institutional money for small venture funds at a post-dot-com low https://siliconangle.com/2026/09/08/exclusive-team8-finds-institutional-money-for-small-venture-funds-at-a-post-dot-com-low/ Comings and goings Star AI researcher Andrew Tulloch is leaving Meta , no word yet where he’s going per the WSJ https://www.wsj.com/tech/ai/star-ai-researcher-is-leaving-meta-8906e4aa . WordPress co-founder Matt Mullenweg was ousted https://www.searchenginejournal.com/wordpress-co-founder-matt-mullenweg-ousted-from-automattic/589009/ from Automattic. Cybersecurity expert Kevin Mandia is joining https://www.aboutamazon.com/news/company-news/kevin-mandia-amazon-board-of-directors Amazon ‘s board. What’s next Events Sept. 15-17: Dreamforce https://www.salesforce.com/dreamforce/register/?d=701ed00000p9osQAAQ&utm source=google&utm medium=paid search&utm campaign=amer us cross-cloud cross-industry&utm content=cross-segment +exact 701ed00000p9osQAAQ english register&utm source=google&utm medium=paid search&utm campaign=24156718978&utm adgroup=206150192624&utm term=dreamforce%202026&utm matchtype=e&gclsrc=aw.ds&gad source=1&gad campaignid=24156718978&gbraid=0AAAAAD4PnrMJfiTPY0061WzalY7cC0cXM&gclid=Cj0KCQjw5P7UBhDaARIsAOSlS1NjUoKR DzPqigovhSVO4fpj-enniYRhB fbF7bek7yXvORdJkebYaAnT4EALw wcB , Salesforce’s annual confab in San Francisco: SiliconANGLE will be onsite with all the news. Sept. 15-17: AI Infra Summit https://www.ai-infra-summit.com/ , Santa Clara: SiliconANGLE will be onsite with the highlights. Sept. 15-16: Workiva Amplify https://www.thecube.net/events/workiva/workiva-amplify-2026 , Las Vegas: TheCUBE and theCUBE Research will be onsite with interviews and analysis. 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