"The market actually currently is undervaluing trustworthiness of AI. The AI that will win in the long term will be trustworthy AI." Bores argues we are moving from a "move fast" phase to a "verification" phase. As regulations tighten, the "moat" shifts from raw compute speed to safety/compliance verification. This favors established players who can afford the "extensive checks" and audit layers over "wild west" startups. LONG companies building "Trustworthy AI" infrastructure and compliance layers. Over-regulation stifles innovation entirely; China/competitors ignore safety and win on capability.
"The market actually currently is undervaluing trustworthiness of AI. The AI that will win in the long term will be trustworthy AI." Bores argues we are moving from a "move fast" phase to a "verification" phase. As regulations tighten, the "moat" shifts from raw compute speed to safety/compliance verification. This favors established players who can afford the "extensive checks" and audit layers over "wild west" startups. LONG companies building "Trustworthy AI" infrastructure and compliance layers. Over-regulation stifles innovation entirely; China/competitors ignore safety and win on capability.