When Anthropic's CEO published an essay raising concerns about the pace of artificial intelligence development, financial markets responded with a swift sell-off of AI chip stocks — a reflexive translation of philosophical caution into economic anxiety. Yet analysts who looked past the sentiment found no corresponding slowdown in GPU orders, data center buildouts, or infrastructure spending. The episode illuminates an enduring tension in how markets process wisdom from technical fields: a credible voice naming a risk can move prices even when the ground beneath has not shifted.