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 months

Recordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 3.

Appearances

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The Opinions · A.I. Hype Is Running Into Reality · 12 Aug 2026 podcast

So let's think about this a little systematically, right?

We're talking about the risk that AI is overvalued in a sort of systemic way.

Maybe that could lead to something like a bubble popping, maybe just like a lesser correction, but some turbulence ahead.

And when we think about that risk, you know, I see the revenue for anthropic and to some lesser extent open AI, arguing that things are pretty good, actually.

That there's like this is like

Like, you know, a good gravy train to be on as an economy as a whole.

And then on the other side, there's a lot of stuff happening that suggests some concern.

And I wonder if you could walk us through

those worries when you're thinking about the risk that we're heading towards some adjustment, negative adjustment, what are the things that you're focused on?

What do you point to as signs of concern?

And by the way, if you're not a subscriber, we have some news for you.

You can now explore the New York Times for free without paywalls during your first month in the New York Times app.

I wanted to drill down on two particular points.

The first is about the arrival of open source threats to the frontier labs.

And that

I think is, you know, significant on a bunch of different fronts, some of which we've talked about, but one of them is to me the political economy part of it.

Um now, if I think about why a lot of people in Silicon Valley are signing onto an open letter about to say we shouldn't fight open source, we shouldn't fight Chinese models, we should let them in.

Um now some of that is naturally just the competitive instinct of companies.

That are not anthropic, which has a closed model and is doing extremely well.

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