Who should regulate AI, and should its CEOs have skin in the game? Slatestone Wealth Partner and Chief Market Strategist Kenny Polcari, RBC Capital Markets Head of Derivatives Strategy Amy Wu Silverman, Puck Founding Partner Bill Cohan and Yahoo Finance Senior Autos Reporter Pras Subramanian debate AI safety after OpenAI scrapped a new model, whether AI tail risk is mispriced, Anthropic’s IPO prospectus and why Oura pulled its IPO. Plus Jamie Dimon’s op-ed, Goldman Sachs succession, the K-shaped consumer and which hobbies you’d keep paying for.
00:00 Welcome: One word for how you’re feeling
00:47 What to expect from OpenAI DevDay
01:55 OpenAI scraps a new model
02:55 What if a rogue AI agent hits the financial system?
03:38 Who should regulate AI?
06:09 Is AI regulation just regulatory capture?
06:26 Is AI tail risk mispriced?
07:52 Can you hedge an AI disaster?
08:35 A huge valuation and an existential risk
10:57 Higher levels of deception
12:54 When AI makes up its sources
15:17 Is more AI the answer to AI safety?
16:14 Should AI CEOs have skin in the game?
19:16 Will AI infrastructure companies go bankrupt?
20:26 The hidden correlation in the AI trade
21:08 Is this the dot-com bubble?
22:26 Anthropic’s prospectus and the IPO trade
24:12 SpaceX, Oura and Anthropic: What’s going on with IPOs?
27:22 Why did Oura really pull its IPO?
30:11 Is circular financing the new subprime?
33:39 Paying for tail hedges
35:05 The bull case: We underestimated the internet
35:54 Do retail investors really buy the dip?
38:31 How retail investors play momentum
40:51 Jamie Dimon’s three pillars for the West
42:37 Goldman Sachs succession: Solomon and Waldron
44:26 What’s the role of a CEO today?
47:10 Does consumer confidence matter in a K-shaped economy?
49:40 Rising yields and a housing price reset
52:18 Funflation: Which hobbies would you keep paying for?
#AIRegulation #Anthropic #IPO #MarketHang #YahooFinance
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