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What "went rogue" is the Doomers, escaping their Silicon Valley sandbox. As it turns out, companies that believe that the probability their product will "kill all humans" is ">10% in the next decade" may struggle to sell a stake in their long-term future to those same humans!
So suddenly OpenAI, Anthropic, XAI, and their leaders all suddenly about face and agree to slow the pace of AI development all on the same weekend…. Delaying IPOs and having OpenAI say they would “melt their GPUs to save humanity it it came to it” Something bad happened… There is no world in which everyone, including Elon, suddenly started to be worried about this on the same weekend. There was also a rumor that this week Google cracked recursive AI, which I doubt would trigger this reaction. Clearly an agent went rogue in a dangerous and malicious way, and it was something severe enough to spook everyone.