Why the U.S. Economy Needs A.I. — Bubble or Not

为何美国经济需要人工智能——泡沫与否

The Opinions

2026-08-12

41 分钟
PDF

单集简介 ...

Billions of dollars are flooding into — and out of — artificial intelligence, sparking concerns of a 2008-style economic bubble. The Opinion writer David Wallace-Wells is joined by the Yale economics professor and contributing Opinion writer Natasha Sarin to talk about whether the A.I. hype is exaggerated and if the fears of an impending economic crash-out are valid. Thoughts? Email us at theopinions@nytimes.com. This episode of “The Opinions” was produced by Derek Arthur and Vishakha Darbha. It was edited by Kaari Pitkin. Mixing and original music by Isaac Jones. Video editing by Kristen Williamson. The postproduction manager is Mike Puretz. Fact-checking by Kim Freda and Kate Sinclair. Audience strategy by Shannon Busta and Kristina Samulewski. The director of Opinion Video is Jonah M. Kessel. The deputy director of Opinion Shows is Alison Bruzek. The director of Opinion Shows is Annie-Rose Strasser. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
更多

单集文稿 ...

  • In a country that never stops moving, reliable energy is essential.

  • People need oil and natural gas for heating, transportation,

  • and everyday items like clothing, cell phones, and contact lenses.

  • Behind the scenes, one of America's largest pipeline operators, Energy Transfer,

  • works all day, every day, to transport the energy that our communities depend on.

  • Energy Transfer invests in modern infrastructure as technologies like AI drive greater need for reliable natural gas.

  • Learn more at energytransfer.com.

  • If I put myself in the shoes of, you know, an open-minded, engaged, normie American,

  • and I think, here's this guy who's telling me that AI is so great it's going to grow at 50% per year,

  • and here's this guy who's telling me he's going to use it to find a way to fire people.

  • I'm like, I believe the guy who's telling me he's going to use it to fire people.

  • I'm David Wallace-Wells.

  • I'm a writer for New York Times Opinion and a columnist for The Times Magazine.

  • And I'm Natasha Serin.

  • I'm a contributor to Times Opinion, a law professor

  • and an economist at Yale Law School and the founder of The Budget Lab.

  • We're here today to talk about something very, very big that just happened in the AI economy.

  • Feels like there are many big things, so you're going to have to be like slightly more specific.

  • I think we're talking about situational awareness, which is a hedge fund run by a guy named Leopold Aschenbrenner,

  • which made a huge bet on the future of AI.