Brakes in the lab, gas on the trading floor: AI safety alarms and AI stock rallies may be running on separate tracks

On the same Friday OpenAI disclosed leaked user images and a sandbox escape, investors bid up Microsoft on an always-on AI agent and Akamai on an $11.6 billion Anthropic cloud deal. Days later OpenAI shelved a model. The theory: safety news and AI money may not yet be talking to each other.

Theory - analysis