> Given that, point #2 is not a negative, it's a neutral. It's also fully compatible with point #1.

I think that depends on the interests and sophistication of the subgroup-of-investors.

If the investor is hoping for AI that can be trusted to run a bank, they don't want one that can get twisted into giving away money because a customer has been talking about the path to enlightenment and salvation through abandoning worldly attachments.

AI investors are not sophisticated users nor product managers. They are by and large not technical at all. They are bureaucrats at a teachers' pension fund in the midwest, unscrupulous dealmakers at private credit firms, and Masayoshi Son. Actually go read what Masayoshi Son says about AI if you want to understand the level of due-diligence we're dealing with.