Government needs to step up and do their jobs with AI regulation, says Tusk Ventures' Bradley Tusk

Watch on YouTube ↗  |  September 09, 2026 at 19:02  |  3:48  |  CNBC
Speakers
Bradley Tusk — Founder and CEO, Tusk Ventures
Kelly Evans — Anchor, The Exchange (CNBC)

Summary

Bradley Tusk argues AI regulation is necessary because AI cuts across all industries and public anxiety is high. He advises AI insiders to communicate risks in tangible terms. His current investing approach is to find the best AI companies in every sector that proactively welcome regulation, treating compliance as a competitive moat. He says hyperscalers should adopt that stance and Anthropic is already doing so partly.

  • Tusk says AI differs from past regulatory targets because it spans every sector.
  • Public anxiety about AI is real even when specific fears are not accurate.
  • He cites the Hugging Face episode as a real-world AI risk.
  • He suggests framing AI risks in tangible scenarios such as power grid or market shutdowns.
  • His investment strategy is to favor AI companies that welcome regulation.
  • He argues strong, secure AI systems can turn regulation into an advantage.
  • He says hyperscalers should embrace regulation and Anthropic partially does.
Ideas
Bradley Tusk Founder and CEO, Tusk Ventures 3:14
Buy best AI companies welcoming regulation
Tusk says he is investing by looking for the best AI companies in every sector that lean into regulation, because companies with strong, secure, and private systems can welcome rules and turn regulatory compliance into a competitive advantage; he says the opposite strategy of fighting all regulation is wrong and argues hyperscalers should embrace regulation.
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This CNBC video, published September 09, 2026, features Bradley Tusk discussing XLK. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Bradley Tusk  · Tickers: XLK