Trump just locked in AI execs from Google, Meta, Anthropic, OpenAI, $NVDA, and SpaceX for a "morally binding" AI accord.

Internal controls + external audits + board oversight incoming.

Regulation theater or actual framework? Either way, this sets the tone for how AI gets built and deployed in the US.

Watch the narrative shift. AI safety = AI compliance = potential moats for incumbents.

Bullish for established AI plays. Bearish for wild west innovation.