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
That's evolutionary.
That's science.
And so if you borrow a bunch of money and spend said money with an inability to pay it back, your future is not up to you.
People need to understand a business's biggest competitor always is their costs.
You're only competing against your costs because your right to wake up and continue to run your business is if you're earning more than it costs you to run it, period.
And so if you're not in that position, your future is not up to you.
It's up to Oracle.
It's up to now NVIDIA.
And eventually it'll be up to the US government.
So these are all man-made constructs that are recent.
So do I think that the US government will let them fail?
No, I don't.
I think that we will print the money.
But yeah, that is increasingly where this is all happening.
And I think what Luke is probably getting at, and that this is more like 2008 than 2000, you know, people say, oh, this is the dot-com bubble and it's online.
But the dot-com bubble was over exuberance about the future of technology and the internet, meaning the equities were just valued too much.
We were too excited and too rewarding of what these businesses could produce in the near term future.
and the value of the equities just had to come down.
The problem with AI companies is they're not software companies.
They're like real estate companies almost.
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