Prof G Markets Prof G Markets

AI Insiders Keep Saying We’re In Danger — Where’s The Evidence?

Sep 16, 2026 · 38m

Summary

Host Ed Elson discusses the AI safety debate with Ed Zittrain, who argues that researcher resignations are a media-driven "grift" lacking concrete evidence or accountability. The episode also features economist Mark Zandy, who explains how the 10-year Treasury yield breached 5% due to war-driven inflation and fiscal deficits, making a Fed rate hike likely despite economic softness. Finally, Elson highlights the record unaffordability of the U.S. housing market, driven by soaring prices and mortgage rates exceeding 7%.

Topics discussed

Sponsor: VCX public ticker for private tech Promo: Ina Garten's Happy Hour podcast Market update: Fed decision, oil, and Bitcoin AI safety: Tugtai's move and industry coalition Debate: Jacob Coxon's viral AI doom tweet Analysis: Incentives behind AI safety narratives Critique: Media coverage and lack of accountability Discussion: Hugging Face incident and regulatory gaps Regulation: Comparing AI to consumer product laws Anthropic IPO: Financials and S-1 expectations Sponsors: Hims weight loss and Blinds.com Promo: General Z fact vs fiction podcast Economy: Oil prices, inflation, and Treasury yields Fed policy: Rate hike expectations and economic data Monetary policy limits: War, tariffs, and supply shocks Fed independence: Kevin Warsh and political pressure Housing market: Affordability and rising mortgage rates Outro and production credits
Listen ad-free on Castria