Elon Musk's only expert witness at the OpenAI trial fears an AGI arms race

Elon Musk’s sole expert witness in the OpenAI lawsuit warned jurors about an AGI arms race and urged tighter government regulation, but the judge limited portions of the testimony. The article frames the trial as a debate over whether OpenAI’s shift toward for-profit funding — driven by compute needs — created a winner-take-all dynamic that heightens regulatory and reputational risk for frontier AI players. For markets, that underscores heightened regulatory and legal uncertainty for major AI-exposed tech firms (including Google/DeepMind), which could weigh on investor sentiment, slow data-center and AI investment if moratoria gain traction, and increase scrutiny of corporate governance and safety disclosures. Overall, the piece signals elevated political and legal risk to AI-related stocks rather than an immediate price-moving catalyst.