Frank Downing(@downingARK):The AI safety discussion exploded last week. We think AI leaders' intentions are in the right place, but the extrapolations are going too far. Focusing on product safety is a good thing, and "pacing" the frontier doesn't necessarily mean stagnation in infrastructure investment or AI lab revenue. More in this week's newsletter 👇

Frank Downing

@downingARK

Director of Research, AI & Cloud @ARKinvest Disclosure:

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Frank Downing@downingARK

2026.09.22 13:29

The AI safety discussion exploded last week. We think AI leaders' intentions are in the right place, but the extrapolations are going too far. Focusing on product safety is a good thing, and "pacing" the frontier doesn't necessarily mean stagnation in infrastructure investment or AI lab revenue. More in this week's newsletter 👇