September 20, 2026 04:01 AM GMT M Foundation US Public Policy & Global Thematics | North America AI Safety: Implications for US AI Policy, Frontier Model Development, and Stock Positioning What does the increased attention on AI safety mean for the broader AI trade? We assess potential outcomes — including industry & US public policy efforts — and the implications on frontier model development and associated risks. We remain fundamentally bullish on the demand for compute, which will accelerate with greater ...