at this point, regulation on AI development can't change any difference for AI industry already, since we are in kinda AGI world what makes different would be regulation around AI adoption into healthcare, because it's the sector that can lower cost (=boost productivity) by the most significant degree AI based prescription is the lowest hanging fruit in terms of technical difficulty and market size. In US, annual prescription related doctor consultation fee is ~$100B. In Korea, it's ~$10B. Anthropic ARR is $47B now, so if you can replace the doctor consultation with AI, that would be the biggest profitable revenue for frontier labs. I hope they lobby aggressively for this automation It's same effect with Trump tax cut for corporation that needs to pay employees' insurance premium, so very bullish for stock market if it's materalized