Is the AI safety debate really a proxy for control? Barron’s Associate Editor Al Root, Kelly Intelligence Founder, CEO and CCO Kevin Kelly, Cleo Capital Managing Director Sarah Kunst and Yahoo Finance Senior Autos Reporter Pras Subramanian weigh whether Big Tech’s warnings are self-serving and whether Nvidia’s new agent safety platform is a step forward. Plus Micron vs. Nvidia, Meta hiring MongoDB’s CEO for an enterprise push, AI agents and bank deposits, the jobs report, diesel and the midterms, and Tesla’s big week.
00:00 Welcome and a weekend of football
01:52 Is AI safety a proxy for control?
04:58 Jensen Huang: AI safety is an engineering problem
05:58 Will AI regulation pick winners and losers?
07:14 Is Nvidia’s agent safety platform the answer?
09:26 Does AI need its own Rockefeller or Carnegie?
11:22 Warning of an emergency while asking for your data
12:09 Would you give an AI agent your passwords?
13:51 Is AI eroding young people’s skills?
17:39 AI hallucinations and buying the dip
20:23 Not all AI stocks are the same
21:17 Could Micron dethrone Nvidia?
25:19 Is AI running out of data?
26:55 Meta hires MongoDB’s CEO for an enterprise push
30:40 AI agents, crypto and stablecoins
31:55 Could AI agents drain bank deposits?
34:30 The jobs report and wage inflation
36:49 Rate hikes, bonds, and savers vs. spenders
39:58 Bessent, geopolitics and oil
41:41 How a diesel export ban would work
42:26 The Middle East war and the K-shaped consumer
43:55 Record holiday airfares and the midterms
45:47 A big week for Elon Musk: Starship Flight 14
46:55 Tesla Roadster and deliveries
49:15 Is Tesla a car company or an Elon Musk company?
52:24 Is self-driving a moat?
54:14 Minivans overtake SUVs
#AISafety #Nvidia #Tesla #MarketHang #YahooFinance
==
AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors.
👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571
source
