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.
00:41 AI at Bridgewater
01:34 The State of AI Today
03:15 Scaling Laws Continue to Hold: More Capable Models
06:32 Emerging Risks to US Frontier Labs’ Revenue Growth
07:44 Open Models Increasingly Competitive on Narrower Tasks
10:14 Entering Crunch Time for Capital
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