The discourse · 16 July 2026
“So like Anthropic and OpenAI in particular are trying to automate themselves. Like they're trying to make it the case that um they don't really need human employees anymore.”
Sam Altman concedes that AI has been net job creating so far, against his own prior expectations.
Satya Nadella on the hidden cost of AI services: users pay twice, once with money and once with proprietary knowledge.
Ramez Naam warns that AI 2040 uses speculative doomsday framing to justify real authoritarian surveillance infrastructure.
Howard Marks on why Oaktree shrinks its next fund after strong performance.
Corey Gannon on the gap between perceived and actual value of async access in AI consulting retainers.
Rory O'Driscoll on the AI industry's capital burn versus revenue gap.
Peter Boockvar draws a hard line between the AI capex bubble and the underlying technology.
Peter Boockvar on China's strategic priority in AI and technology competition.
Dario Amodei puts the probability of AI causing human extinction at 70%.
Dario Amodei on OpenAI's early motivation: fear that Demis Hassabis would seize control with AGI.