Blain’s Morning Porridge – 14th, Sept 2026“Scary thought no 1 – AI was watching as I wrote this, taken note, and made the appropriate responses.”There is a rising kerfuffle around the safety of AI. There are good reasons to be fearful. The leading AI Tech Lords now acknowledge there are serious dangers – but AI is now a strategic resource! Thus, there are games of national and company self-interest, and geopolitics all at play in terms of how to harness it. What it all means for markets is still unclear – but some reassessment of the risks should be considered. The horses are running and the stable door is wide open. Key Takeaways:The AI Tech Lords now acknowledge serious risks from the breakneck rollout of AI, calling for guardrails, safeguards and a slower pace of development.They may already be too late – there are warning signs AI is teaching itself, and learning how to “swarm” – with massive implications for the digital web economy.Regulation will be too slow.AI is now a strategic resource – and will need limits in the same way as nuclear weapons.A China/US AI Arms Race is probably inevitable.Markets have to reassess what a slowdown or oversight (and maybe regulation), plus greater safety costs means for AI revenues.How afraid should we be? The Pandora’s Box of the AI race was flung open a while ago…

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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