Microsoft & AFT on AI classroom guardrails; Utah Gov. Cox on bipartisanship and data centers

Bullish Gator

Brad Smith and Randi Weingarten on student AI protections; Gov. Spencer Cox on peacemaking and data center concerns; plus an Anthropic resignation and Telluride report.

Editorial companion

What stands out

Microsoft President Brad Smith’s remarks about AI guardrails and student data protections matter for shareholders — they show the company taking an active role on policy and product use in education. Those public-facing commitments can influence regulatory outcomes and long-term adoption, which tie into Microsoft’s fundamental profile.