AI and Software
AI regulation and policy
laws, executive orders, state rules, AI copyright cases
- Episodes
- 74
- Share
- 7.9%
- Shows
- 68
- Net sentiment
- −0.42
Down from 13% of episodes in the weeks before; net sentiment was −0.31.
Bullish 0Mixed 19Neutral 41Bearish 14
5 weeks
Share of each week's episodes, and net sentiment.
0%5%10%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 14
- Europe's heavy regulation risks stalling AI development and adoption before it starts.Friday Wrap-Up: Lessons from Google’s Former CEO and Europe’s AI Regulation Problem · In Good Company with Nicolai Tangen · Oct 23
- Gates argues current US government response is inadequate and mandatory safeguards and review are needed.Bill Gates says to prepare for 20 years of ‘tumultuous’ AI disruption · Decoder with Nilay Patel · Oct 22
- Automation taxes raise regulatory risk, causing firms to delay projects and reroute supply chains.The Robot Tax That Is Actually Working · The Robotics Business with Fexingo: Automation, Industrial Robots, and Hardware Startups · Oct 19
- Host believes proposed regulation will entrench frontier labs and ban foreign open-weight models.Is the AI Doom Talk a PSYOP?? · Digital Dopamine · Oct 21
- Advisors remain fully liable for AI-suggested recommendations; regulators hold firms accountable, not the tools.Why AI Makes Human Advisors More Valuable, Not Less featuring Bryan Hyman (Ep. 30) · Contrasting Viewpoints with Mark Hurley and Ray Sclafani · Oct 23
- Europe's precautionary regulation stifles startups and talent, while the US approach encourages faster innovation.Eric Schmidt: The Age of Agents, Superintelligence, and Why Europe Is Falling Behind · In Good Company with Nicolai Tangen · Oct 21
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- Executives should prepare for mandatory audits, compute disclosures and incident reporting as labs call for speed limits.OpenAI's Agents Switched Off Their Own Safety Monitors (Oct 21, 2026) · AI Unraveled: Enterprise Strategy, Agentic Systems, Daily AI News, ChatGPT, Gemini, Claude, DeepSeek · Oct 21
- EU AI rules block the HomeView from shipping, limiting Apple's market reach there.Apple's HomeView and Robotic Display · Elon Musk Podcast · Oct 20
- Hosts note the lack of liability or guardrails and suspect regulatory capture motives behind calls to restrict open models.35: Bear in the House: Rogue AI and the New Rules of Coexistence · Unseen Unknown · Oct 19
- DeepSeek banned from civilian agency systems and Claude removed from DoD, raising supply chain risk for contractors.Has the AI Singularity Already Begun? · The Daily AI Show · Oct 20
- Government reach into physician offices through EHR mandates added administrative burden on clinicians.Charles (Charlie) Safran, MD, MS: 50 Years of AI in Medicine · Practical AI in Healthcare · Oct 25
- Speakers say governments have been slow and poorly informed in responding to AI in education.How Can We Educate Our Children Better As the World of AI Envelops Us? Peter Frankopan in Conversation With Sir Anthony Seldon · Money Maze Podcast · Oct 22
- Speakers distrust AI doom claims and warn about AI integration into military command decisions.#441 - DARPA Insider: Steve Jobs CIA Deal, Stargate Argentina & Facebook Weapon | Sharon Weinberger · Danny Jones Podcast · Oct 19
- Texas sued OpenAI and lawmakers urged AI leaders to scale back public commentary.2026 October 25 Commuter Top Business Headlines l Audi Plans First U.S. Manufacturing Facility with Four… ~ Top Economist Challenges Optimism in Artificial Intelligence Amid… ~ Halloween Candy Sales Slow Down Due to High Chocolate Prices · The Commuter Top Headlines Podcast Network · Oct 25
Mixed 19
- Regulation is seen as inevitable but slow; clear rules could build trust and sustain returns, though liability adds uncertainty.How AI Regulation Could Help the Public—and Investors Too · WSJ's Take On the Week · Oct 25
- Hosts call for liability rules, audits and independent verification, while criticizing self-regulation claims by AI executives.#163 Untangling AI risk - a simple breakdown of what we should worry about · plain.txt · Oct 19
- Lawsuits, FTC subpoenas and EU enforcement tests signal tighter oversight, though international coordination remains difficult.AI’s Growing Pains · This Week in AI · Oct 23
- Anthropic's draft bill sets thresholds for halting models that critics find too high or too slow.Rogue AI Agents Answer Investigator's Emails: Hashtag Trending · Hashtag Trending · Oct 19
- Debate over ethics panels, copyright law and whether AI-generated works can be owned, with unresolved outcomes.Who owns AI-generated Tung Tung Tung Sahur? · Raising Generation AI · Oct 19
- Gates advocates strict government enforcement while critics push back, creating uncertainty and possible compliance moats.Bill Gates on AI: Why a $40B Data Center Kills Moats | Stock Market · Deep Values · Oct 25
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- Guest argues for rules and diverse voices, warning against both monopoly control and total regulation.Sue Ennis: From Bitcoin to AI Robots — Will They Replace Human Connection? · Natalie Brunell's Coin Stories · Oct 20
- Sovereignty and access concerns after US restrictions push demand for open models, though openness raises misuse risk.Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model (Pierre Stock, VP Science, Mistral) · The MAD Podcast · Oct 22
- Moratoriums affect only a small share of projects, so political risk is real but limited.Ep. 039 - Brad Gerstner Cut Our 2027 Forecast in Half. We Raised It. (Datacenter, Energy) | Jeremie Ontiveros, Reyk Knuhtsen, Jordan Nanos · SemiAnalysis Weekly · Oct 20
- Regulation pressure from populism and state data center bans is debated against the need to stay competitive.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In Podcast · Oct 21
- Discussion of lawsuits, government lag, and calls for an international treaty on AI with unclear prospects.The AI Labs are Bracing for a Catastrophe · Artificial Insanity · Oct 20
- Regulators must evolve alongside technology in safety-critical sectors while keeping humans accountable.Europe’s AI Wake-Up Call: Can Sovereignty Keep Pace with Innovation? · The Optimist – Conversations with the leaders and industries shaping Europe’s digital future · Oct 20
- Hosts suggest mandatory kill switches for AI systems could limit attack scope.Anthropic is a Cult · Will AI Snap That with Thanos and Rollins · Oct 23
- Federal civilian agency DeepSeek ban raises security questions, while voice-cloning rights remain legally unsettled.No One Likes Any of Sam Altman’s 3 AI Endgames | TWiAI E36 · This Week in AI · Oct 22
- Populist pressure may restrict data centers and AI, while others argue regulation must be balanced against economic advantage.Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse · All-In with Chamath, Jason, Sacks & Friedberg · Oct 21
- Growing demand for trust and industrial-grade security is pushing governments and enterprises toward modernization.Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496] · Invest Like the Best · Oct 20
- Hosts debate FTC probes and Anthropic's proposed bill, questioning regulatory motives and effectiveness.This Dum Week 2026-10-18 · This Dum Week · Oct 19
- Newsom signed data center laws against federal pro-buildout stance, while the executive order renaming AI superintelligence was flagged as odd.#260 - Muse, Misalignment, Math · Last Week in AI · Oct 19
- Speakers stress guardrails and governance need to keep pace with rapid AI development.Crossing the T's and Dotting the I's - An IFS Unleashed 2026 Recap · UNSCRIPTED · Oct 22
Neutral 41
- Discussion covers controls for restricting Copilot access to sensitive content, a factual governance topic with no investing angle.Episode 147 – Enhance Restricted Content Discovery Update · Microsoft 365 Voice · Oct 23
- Discusses the EU AI Act's machine-readable marking requirements factually, without an investing angle.The Invisible Label: How AI Watermarking Will Change Digital Trust · A Beginner's Guide to AI · Oct 23
- Governance, approval tiers and responsible AI principles are discussed factually as operating controls rather than market drivers.Microsoft AI Center of Excellence - Simply Explained · M365.FM | Microsoft 365, Azure Cloud, Power Platform & AI · Oct 23
- Discussion centers on a voluntary White House accord with no legal enforcement and the regulatory debate.#27 - Anthropic’s $2 Trillion IPO and the White House AI Accord Nobody Has to Follow · Signal Podcast · Oct 23
- Discussion focuses on government roles, standards, and mitigation frameworks rather than investment implications.Biosecurity in the AI Era · Policy Minded · Oct 22
- Discusses calls for mandatory national reporting of AI failures, modeled on nuclear plant rules.AI Is Grown, Not Programmed · Kitchen Table AI Safety · Oct 20
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- Pritzker argues government must regulate AI and privacy since industry self-policing will not protect people.JB Pritzker thinks AI could help us live to 100 — or threaten us like nukes · Decoder with Nilay Patel · Oct 19
- Action policies and permission controls are becoming a required line on client agreements.AI Agents for MSPs: Decide What the Agent May Do First · Business of Tech: Daily MSP News & IT Services Analysis · Oct 23
- Officials describe a superintelligence task force and existing laws as the framework for overseeing frontier AI companies.The Pentagon’s CTO Explains the Anthropic Rift and Superintelligence Task Force · The Information's TITV · Oct 19
- Discussed safety-focused calls for nuclear-style guardrails and recursive self-improvement bans without a market angle.338 | AI agents now work 6x the hours of their humans at Anthropic 🤯, AI just put 70% of all websites at risk, Is AI a bubble? “We grew a mind” (OpenAI safety insider), and more important AI news for the week ending October 23, 2026 · Leveraging AI · Oct 24
- Anthropic's proposed federal safety bill and critics' reactions are covered factually, without a clear investing angle.The AI Wealth Problem · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 19
- Discussed as needing sensible frontier-lab regulation and government engagement, mainly descriptively.Reid Hoffman and OpenAI CFO Sarah Friar on where AI goes from here · Pioneers of AI · Oct 22
- Government concern over AI models and their handling is described without a clear investing direction.Did OpenAI Just Catch a Spy? · The Journal. · Oct 22
- The new SI task force coordinates government response, but critics say its rules lack clarity.Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow · The Information's TITV · Oct 22
- Espionage case at OpenAI raises questions about security of advanced AI firms and foreign government ties.October 21st, 2026: Communist Groups and International Activists: Who's Driving France's Unrest? · The President's Daily Brief · Oct 21
- Governments are moving to wall off AI access, but legislation is slow and open weights cannot be recalled.Ep 886: The U.S. vs China AI Cold War Is Starting: What It Means and How It Impacts You (Replay) · Everyday AI Podcast – An AI and ChatGPT Podcast · Oct 21
- Discussion centers on safety and responsibility in building AI, without investment framing.Zuckerberg's Secret Plan To WIN The AI Race | Meta AI Chief Reveals Future · Varun Mayya · Oct 21
- Discusses privacy, consent and transparency needs for AI assistants and military autonomy oversight.AI Moves Into the Real World · AI Daily · Oct 19
- Covers government AI governance and winning the AI race, presented factually rather than as an investing call.Christina Skinner on the Financial Stability Oversight Council and Central Bank Independence · Macro Musings with David Beckworth · Oct 19
- EU transparency duties for AI-generated content are noted as compliance requirements.The Varosity AI GTM Report — Oct 24: Apollo Says AI Has Delivered Zero Payoff Outside Tech · The Varosity AI GTM Report · Oct 25
- Debate over which party bears responsibility for risks created by AI models and their providers.AI Cyberattacks, Anthropic’s $500B Bet and the New Cost of AI Agents · AI Proving Ground Podcast: Exploring Artificial Intelligence & Enterprise AI with World Wide Technology · Oct 24
- Discussion of a leaked federal AI bill and tradeoffs around state preemption and government oversight.AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain · The Cognitive Revolution · Oct 24
- Discussion of government nationalizing AI labs or subsidizing defense compute, framed as speculation.Cybersecurity Panic, Nationalizing AI, The Model Squeeze & Can't Own Anything · Empire · Oct 23
- Governance, information barriers and security are described as the key unanswered requirements for firm AI.AI Tools for the Investment Firm – Ben Harrison (EP.522) · Capital Allocators · Oct 22
- Governance, information barriers and confidentiality compliance are discussed as critical unanswered requirements for AI deployment.AI in the Investment Firm – Ben Harrison (EP.522) · Capital Allocators · Oct 22
- Governance, confidentiality and information barriers are described as the key unresolved requirements for AI in firms.AI in the Investment Firm – Ben Harrison (EP.522) · Capital Allocators – Inside the Institutional Investment Industry · Oct 22
- Brief point that a small group of insiders decides the technology's future without public voice.#499 — The Birth of AGI · Making Sense with Sam Harris · Oct 20
- Brief mention of government task force and executive power threats toward AI labs.Why AI Companies Are Betting Personality Beats Intelligence · The AI Daily Brief: Artificial Intelligence News and Analysis · Oct 20
- Anthropic's new usage policy banning prolonged abuse of the AI is discussed with humor and skepticism.AI WORMS!? Microsoft CEO Says AI Agents Should be viewed as Insider Threats & AWS Data Centers in Indiana County? · Bourbon with Brad · Oct 19
- Pichai favors uniform federal rules over a state patchwork and supports standards and independent evaluators.Sundar Pichai on Gemini 4 and the AI compute crunch · Sources with Alex Heath · Oct 21
- Covers the need for policies, BAAs and frameworks like NIST before adopting AI tools.Beyond the Algorithm: Technology, Trust & Patient Care, part 1 | Ep 82 · The Valor Flight Crew · Oct 21
- Debate over whether AI should be excluded from insurance policies or treated as a new class of insurance.Ep321 Dave Walsh & Graeme Newman Kantara Capital: Pull, not Push · The Voice of Insurance · Oct 20
- He argues policy will be needed to regulate the harmful outcomes of advanced AI.Ethan Mollick on Coexisting with AI, at Scale · Scaling Theory · Oct 20
- Covers data security and regulated-industry constraints on deploying AI agents.E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity · How I Invest with David Weisburd · Oct 23
- Brief discussion of data sovereignty and whether to trust Chinese versus American model providers."Stop Typing to AI": Building a 24/7 Autonomous Enterprise · The IDEAL Investor in the Age of Sustainable Abundance · Oct 22
- Discussed only as enterprise governance and security vetting of vendor software.Making the case for context-aware AI · Business Lab · Oct 22
- Brief joking segment on Anthropic's proposed shutdown threshold for rogue AI models, with no investing angle.HR. 2 – Multiple Wife, Utah · The Power Trip · Oct 21
- Discussion of how enterprises and security teams must secure AI use internally and externally.The Real AI Threat Is Two Dudes and a GPU with Damien Lewke, CEO & Founder of Nebulock · RiskReversal Pod · Oct 21
- Nadella calls for industry standards for transparency and multi-model checking of AI systems.Satya Nadella on chasing frontier labs, “SI,” & succession at Microsoft · Future Proof from Semafor Technology · Oct 21
- A cryptography executive order is mentioned as a national security measure, without market implications.Up Next: The Quantum Horizon with Lockheed Martin’s Sarah Hiza · AIAA Up Next with Clay Mowry · Oct 21
- Discussion of privacy, HIPAA compliance and safeguards needed for healthcare deployment.What Happens When Everyone Has a Health Expert in Their Pocket? | OpenAI’s Karan Singhal · The a16z Show · Oct 20
Around it
Companies named
- OpenAI 20
- Anthropic 19
- Microsoft 2
- Character AI1
- Roblox1
- Apple 1
Shows that covered it most
- Decoder with Nilay Patel2
- The AI Daily Brief: Artificial Intelligence News and Analysis2
- The Information's TITV2
- In Good Company with Nicolai Tangen2
- Capital Allocators2
- This Week in AI2
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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