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Thoughts on the Market — The Unexpected Investment Case for AI Safety
Scout ratingSCOUT· 35%9m·2026-09-23·Money

The Unexpected Investment Case for AI Safety

Thoughts on the Market · 1735

Tighter AI safety requirements could reshape the pace of AI investment. Ariana Salvatore and Michael Zezas dig into why the spending may shift toward more compute, not less. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of…

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