Smash Notes

Back to Is There an A.I. Bubble? A Debate., with Paul Kedrosky & Azeem Azhar.

How Likely Is a Backlash Against AI?

Ezra Klein says discontinuous regulation is quite likely. He pictures a backlash that could pull AI out of classrooms and hospitals after a few bad events, and he asks how to think about one bad artificial intelligence event.

Paul Kedrosky says the companies have run unlicensed drug trials on the public. A drug company would have the FDA on its back. Technology companies, he says, can run mass trials, promise to transform all of education, and launch systems that can penetrate government websites. Paul Kedrosky says artificial intelligence is headed toward post hoc regulation after a terrible event, imposed only once consequential damage is done.

Paul Kedrosky stacks the odds. There are probably 5, 10, or 15 scenarios that might lead to regulation. Take six events and give each a 5% chance. The likelihood that any one of them happens, he says, is like 20%.

Transcript

Is There an A.I. Bubble? A Debate. ·

The Ezra Klein Show

More from this episode

  1. Is OpenAI and Anthropic's Chip Revenue Share Falling?Ezra Klein asks how AI demand looks once token use is separated from the chips that serve it.
  2. Would an OpenAI Collapse Pop the Economy?Azeem Azhar says Paul Kedrosky talked about frontier models and tokens, while he talked about capital spending and the GPUs, and that the two deserve separate…
  3. What Did Anthropic's Hiring Leak Reveal About Meta?Azeem Azhar says Anthropic accidentally leaked one of its largest customers.
  4. How Did Apple Gain by Skipping Frontier Models?Ezra Klein says Apple decided not to compete in making a frontier model, unlike Alphabet, Google, and Meta. OpenAI and Anthropic are AI companies.
  5. How Is Wall Street Loading Debt Onto Big Tech?Ezra Klein asks whether broader society is protected because Alphabet, Meta, and the other major companies can absorb huge losses on their own balance sheets.
  6. Why Is AI Repricing Cognitive Work?Paul Kedrosky says artificial intelligence is the fastest adopting technology in history, and its fundamental function is to reprice cognitive labor.
  7. How Few Jobs Does a Huge Data Center Create?Azeem Azhar says a huge data center may cost billions of dollars and still employ a handful of people.
  8. Which Books Do Paul Kedrosky and Azeem Azhar Recommend?Ezra Klein asks each guest for three books. Paul Kedrosky recommends Middlemarch, about normal people swept along as a technology revolution takes hold.

People

More answers like this

The other side

More with Ezra Klein

Related episodes

Plays from this note through the rest of the episode.

Weekly highlights

One letter a week.

The notes worth hearing, with the minute they were said.