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# Evening Scan
- URL: https://adjacent.media/scan/2026-09-14-pm/
- Published: 2026-09-14T23:09:15.000Z
- Updated: 2026-09-14T23:09:16.000Z
- Description: The “slow down AI” letter that dropped over the weekend kept spreading all day — markets took it seriously even if the White House didn’t. Larry Ellison reversed course on a multibillion-dollar stock sale, and oil is back in the headlines for reasons nobody wanted.
- Author: Jonathan Greene
- Tags: #scan-pm, #scan

The "slow down AI" letter that dropped over the weekend kept spreading all day — markets took it seriously even if the White House didn't. Larry Ellison reversed course on a multibillion-dollar stock sale, and oil is back in the headlines for reasons nobody wanted.

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#### [Tech Stocks Tumble After AI Leaders Call for Industry to Slow Down](https://www.nytimes.com/2026/09/14/business/tech-stocks-ai.html?ref=adjacent.media) (paywall)

Dario Amodei's weekend essay asking labs to "pace the frontier" spooked traders across Asia, Europe, and the US more than it spooked the labs themselves. *(NYT)*

#### [Trump and Mike Johnson Think the AI Industry Is Overreacting](https://www.theverge.com/ai-artificial-intelligence/994441/trump-mike-johnson-ai-industry-overreacting?ref=adjacent.media)

Washington's response to a chorus of AI executives asking for guardrails was a shrug. *(The Verge)*

#### [Larry Ellison Cancels $7.5 Billion Sale of Oracle Stock](https://techcrunch.com/2026/09/13/larry-ellison-cancels-7-5-billion-sale-of-oracle-stock/?ref=adjacent.media)

Oracle's chairman was set to offload 50 million shares — now he's not, and the timing (right as AI stocks wobble) is significant. *(TechCrunch)*

#### [Oil Prices Jump as Attacks Choke Off Saudi Energy Supply](https://www.nytimes.com/2026/09/13/business/oil-prices-iran-war.html?ref=adjacent.media) (paywall)

A drone strike on Gulf energy infrastructure sent futures higher — the kind of story that makes the AI slowdown debate look smaller by comparison. *(NYT)*

> "A negative force." — Trump, on people asking to slow AI down