Are We Screwed If AI Works? — With Andrew Ross Sorkin
Big Technology Podcast
03/18/26
•65m
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Andrew Ross Sorkin is an anchor at CNBC, columnist at The New York Times, and author of 1929, a bestselling book about the worst market crash in history. Sorkin joins Big Technology Podcast to discuss whether AI achieving its potential could lead to a similar crash, either via a labor shock or the disruption of software. Stay tuned for the second half where we discuss private credit risks, prediction market gambling, and the SpaceX IPO. Hit play for a dynamic conversation about where AI could lead, and its potential economic benefits or consequences.
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Chapters:
0:00 Introduction
3:37 Could AI's Success Cause a Market Crash?
7:02 The Mass Unemployment Question
34:39 Private Credit Explained
39:09 Private Credit Alarm Bells
42:43 The AI Debt Risk
47:14 The Prison of Financial Mediocrity
54:38 Could We Have a 1929-Scale Crash?
56:11 Fed Independence
1:03:08 The SpaceX IPO
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Previous Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Backlash against AI & specifically Sam Altman's comments about AI as a utility 2) Is this because people are worried about AI taking their jobs? 3) NBC poll shows AI is one of the least popular things in the U.S. 4) YouGov poll shows broadly negative feelings toward AI 5) Pew finds datacenters are very unpopular 6) Consequences of AI's unpopularity 7) Nvidia GTC preview: A rallying cry for AI 8) Could Jensen Huang be the guy that turns this around? 9) Amazon's AI code is messing things up 10) McKinsey's AI tool hacked 11) Meta can't get its act together with Avocado delayed 12) Should Meta's AI use Google's Gemini tech
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
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Next Episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI leadership says no more side quests 2) The company is focusing on enterprise and coding 3) Does this mean consumer AI is dead? 4) OpenAI's new focus era 5) Why OpenAI is building a Superapp 6) OpenAI partners with the consultants 7) Most first time AI buyers are choosing Anthropic 8) Nvidia CEO Jensen Huang says those who use AI to cut jobs lack imagination 9) The Metaverse is dead, or is it? 10) Jeff Bezos is raising $100 billion to automate industrial work 11) Do you dry chat?
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Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice.
Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b
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