John Okay, I think the AI thing needs to be tempered. So when the whole thing collapses, you’re not going to be taken “Oh my God, what a shocker”. So there’s a Substack out there: the guy is the expert, an AI expert who is also a naysayer. His name is Gary Marcus. Professor back east. Gary Marcus. Everybody knows him. GaryMarcus.Substack.com. And just read his material and you will have a very grounded sense of where this is going, why it’s no good, why it’s going to fail, how it’s going to fail, and all the rest of it. He is the best at this.
Adam Do you think that if AI was really good, it could avoid the bubble popping itself?
John That’s a good one.
Adam Gary Marcus—what is his latest insight that you have read? Can you paraphrase?
John The last one that I remember was he commented on the market crash of Friday, which was really an AI crash. And he discusses why and how. He writes a little long, but not in a boring long way, just long.
Adam Okay. Is he a boomer?
John I don’t know. I never—I don’t even know how old he is. He’s really good though.
