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Anthropic Investor Franklin: AI Safety Concerns Won’t Slow Spending

Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why…

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Calls to “pace” development at the AI frontier are unlikely to translate into a slowdown in infrastructure spending, according to Sara Araghi, Franklin Templeton Portfolio Manager and Franklin Venture Partner. She argues that even if labs temper some model training, growing inference demand will continue to require enormous amounts of compute. Araghi also discusses why heightened AI safety concerns could boost demand for cybersecurity and why she doesn’t expect the debate to derail funding or anticipated AI IPOs. She joins Ed Ludlow on “Bloomberg Tech.”
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2 Comments

2 Comments

  1. @spanishsaffron

    September 18, 2026 at 5:11 pm

    AI safety my a**. Scam & Dario want successful IPO exit money, trying to force government into regulating (and hence funding them). Open source is coming for them.

  2. @matthew.stevick

    September 18, 2026 at 5:59 pm

    bloomberg did a good job this week, did not fall into the doom trap. thanks!

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Bloomberg Technology

Apple Makes Some Cuts in Hardware Engineering to Speed Up Development

On this episode of Power On, Bloomberg’s Mark Gurman breaks down how he believes Apple might streamline the company under John Ternus as the company pushes for a leaner, faster organization. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at ——– Like…

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On this episode of Power On, Bloomberg’s Mark Gurman breaks down how he believes Apple might streamline the company under John Ternus as the company pushes for a leaner, faster organization.

Have a question for Mark? Email us at [email protected] or join the Power On Discord

Subscribe to the Power On Newsletter at

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Bloomberg Technology

Why Apple’s Vision Pro Is Struggling Compared to Meta’s VR Glasses

On this episode of the Power On podcast, Mark Gurman addresses backlash over his Vision Pro coverage, reporting that even top Apple executives don’t use the heavy, expensive headset. Have a question for Mark? Email us at [email protected] or join the Power On Discord Subscribe to the Power On Newsletter at ——– Like this video?…

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On this episode of the Power On podcast, Mark Gurman addresses backlash over his Vision Pro coverage, reporting that even top Apple executives don’t use the heavy, expensive headset.

Have a question for Mark? Email us at [email protected] or join the Power On Discord

Subscribe to the Power On Newsletter at

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Bloomberg Technology

US Suspends Visa Program for Tech Firms Including Microsoft

The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech”…

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The Trump administration said it would suspend an immigration program for multiple tech firms that allows foreign workers to obtain green cards, including Microsoft, alleging widespread abuse of a worker visa system. Ed Ludlow has more.
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