A Critical Time for AI
AI capabilities continue to advance rapidly, but the next phase of AI will likely be shaped by more than technological progress alone.
In this excerpt from our AIA Labs quarterly call, our Co-CIO Greg Jensen discusses how AI model capability has continued to grow, and how this creates increased AI safety risks that make the case for regulation. He also covers the emerging risks to frontier labs’ revenue growth across regulation, adoption challenges, and competition from cheaper models—and the looming crunch for capital that labs are about to confront.
Recorded: July 28, 2026
All investing involves risk, including loss of principal; please see important disclosures and other information.
In this excerpt from our AIA Labs quarterly call, our Co-CIO Greg Jensen discusses how AI model capability has continued to grow, and how this creates increased AI safety risks that make the case for regulation. He also covers the emerging risks to frontier labs’ revenue growth across regulation, adoption challenges, and competition from cheaper models—and the looming crunch for capital that labs are about to confront.
Recorded: July 28, 2026
All investing involves risk, including loss of principal; please see important disclosures and other information.