Rather than just saying “just buy some AI companies” I’d be interested in the specific bets people are making, i.e., which stocks to buy, how to weight them, etc. Something like: Alphabet, Microsoft, Amazon, Facebook (or not because Good Ventures already might be overexposed?), Apple, IBM, Tencent, Alibaba, Baidu, perhaps plus some compute manufacturers. Thinking about the allocation seems relevant, too.
Relatedly, we could also think about how this relates to concerns about supporting these companies; perhaps divestment would be better than investing in these companies.
Obviously related, but not mentioned so far: The OP essentially describes mission hedging, see Hauke Hillebrandt: A generalized strategy of ‘mission hedging’: investing in ‘evil’ to do more good
I’m sure that wasn’t easy, congrats for going through with it and posting such a transparent write-up of your thinking!