David Wallace-Wells
speaker
599 appearances
4 recordings
1 series
first heard Jul 2026
last heard 12 Aug
David Wallace-Wells’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 3.
Appearances
A
really incredibly rich people.
And so, you know, that's like as you say, it's a kind of an old Wall Street story, especially when you think that he is this young gun who had come in, you know, was not that long ago being talked about as one of the great success stories of the recent hedge funds.
Well the the thing that I would say, the reason that I think that it does tell us something about those dynamics, which not to say that, you know, everybody's gonna go bust or we're heading for an immediate crash, but the reason that this does raise some
Serious questions for me is that the story that Leopold was telling in situational awareness matches the story that all of the AI companies have been telling all of their investors and all of Americans for several years.
And in broad strokes, you summarized it, but I just want to give it a compressed version.
The story here is AI is completely transformative.
It's getting much better, much faster than anyone understands.
understands or appreciates, that means that very soon we're gonna see a dramatic takeoff in capability.
And beyond that point, the economy will be so transformed that the first companies to like cross that finish line are going to be reaping immense profits of a scale like we have never seen before.
And when investors hear that, they get excited.
When Americans hear that, they may get scared about what it means for their jobs, et cetera.
But it's
Basically, a story of such overwhelming narrative propulsion that all the little considerations, the question of leverage, the question of whether this is gonna happen in nine months or 10 months or 12 months or 15 months, all of those things seem kind of secondary.
And here we had someone who made an enormous bet, not just that AI is gonna be a big deal, but that it was gonna be such a big deal.
Yeah.
that none of the conventional guardrails were necessary.
And that to me
That that's a big
observation because you know, two years ago, three years ago.
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