"I think we're at what late February 2020 was for COVID, but for AI. If you're paying attention, you kind of have an idea of the general direction in which the world is headed. You know that as was the case with COVID, within a very short amount of time, every single world leader, every single CEO, every single institution, members of the general public are going to realize pretty soon that the main thing we as a world are dealing with is COVID, or in this case, AI."
Market resolves to the first event that causes AI to become widely viewed as humanity's central challenge, similar to how COVID-19's pandemic declaration in March 2020 sparked global mobilization.
I think it's more plausible that what will wake everyone up will be the unexpected actions of a nation state or major AI company. That suddenly everyone realises that the game is much further ahead than they thought and some players are making key unilateral moves in reaction to what they're seeing or out of fear of what's coming.