To me, it is obvious that what we are going to have is KYC/AML style compliance from US banking.

We already have the rails for automated customer identification from US banking.

I think there is a larger "AGI" category error with all this too that is akin to the old futurist idea of driving nuclear powered cars in the "future". The Ford Nucleon.

Nuclear power comes to us in a mix of electricity from the utility company but is far too dangerous for an individual to posses nuclear material for personal nuclear reactors.

An electric car does run on nuclear energy in some sense but not the way the Ford Nucleon was envisioned.

The error of the AI bubble is that we are pricing these companies with SaaS multiples when they are eventually going to be public utilities. There is really no other way to handle the dual use nature of anything close to "AGI".