Public evidence record
Published podcast speaker
Claim ledger
5 transcript-backed records
01 / belief
“I think, in my experience, where the greatest opportunities arise in the short run are on things where, in a way, there’s not a correct answer.”
02 / belief
“Your argument is, in some sense, stablecoins are shadow banks, and the disintermediation of community banks or the like will create a lot of upheaval, and there will be a lot of jockeying in a world like that, and I agree.”
03 / belief
“If you take secret information, confidential information, and start plugging it into these and it starts getting out, I think that would be a problem.”
04 / belief
“There is a risk of over-anticipation of productivity growth that, if equity values surge and business investment surges in AI infrastructure-type capital investment on the anticipation of the bounty that is to come, I think there’s a high danger that you encounter the over-capacity, the capacity constraint problem that we always face in the short run when you get a surge in demand.”
05 / belief
“Let’s back up and try to look at big countries that are not export-oriented, that are primarily domestically driven like the United States. I think imports are what, 10 percent, 12 percent of personal consumption.”