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The Unexpected Investment Case for AI Safety
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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 U.S. Public Policy Research at Morgan Stanley. Michael Zezas: And I'm Michael Zezas, Deputy Global Head of Research at Morgan Stanley. Ariana Salvatore: Today, we'll be talking about AI safety and regulation. It's Wednesday, September 23rd, at 10am in New York. We put out a note last week on AI frontier capability gain and the associated safety risks. Those have been in focus in…