Jack Mallers
speaker
1,138 appearances
1 recordings
1 series
first heard Jul 2026
last heard 30 Jul
Jack Mallers’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 — 1 in all, peaking in Jul 2026 with 1.
Appearances
Did anyone...
So someone has to lose.
There's been malinvestment.
And ultimately, it sounds like it's going to be a question of the government and the central bank of who's going to lose.
Are you going to let... And the other problem is all of the mag seven, like all of these big tech companies are now looped into this.
They've gone from extremely cashflow positive, cash generating businesses to businesses that carry debt that are no longer participating in stock buyback.
So you've got the most heavily weighted S&P 500
in the US capital markets, which is the United States savings account.
So if you let the AI trade in large part unwind and fail, then the NVIDIAs and the Googles and the Metas and stuff will take a big hit.
They take a big hit, then US wealth takes a big hit.
And so it's a question of like, who is allowed to fail?
And if no one's allowed to fail, well,
then yeah, then you have to paper it over with printed capital.
No one's too big to fail.
Again, these are political, like we have invented like manmade conditions to allow ourselves to decide who's too big to fail.
Like in the most basic form of like pure free markets in Austrian theory, there's no one too big to fail.
You fail, it's like a form of Darwinism, the giraffe with a neck not long enough to eat
died.
That's not a good or bad thing.
That's the natural thing.
Showing 701–720 of 1,138 · page 36 of 57
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