The rise of agentic AI has many questioning the safety around it, and whether more guardrails need to be established. Lisa Martin says her biggest concern lies in the "fragmentation" of AI regulation requirements between companies like OpenAI and Anthropic. That fragmentation extends to AI sentiment, with Lisa pointing to the stark difference in views on safety. She takes investors through how global perspectives clash with U.S. earnings projections as the crux to many headaches in the AI race's forward momentum.