Bill Walton - The AI Race, China, and the Bond Market

Podcast: Hearts of Oak Podcast · heartsofoak

Opublikowano: 2026-09-17

Bill Walton returns to Hearts of Oak to discuss the AI safety debate after Anthropic’s leadership warned that advanced systems could pose a serious risk to humanity within a decade. He argues that heavy federal regulation would entrench the biggest players, squeeze open-source development, and slow innovation, while the U.S.–China race makes a simple pause unrealistic because AI is dual-use. Bill then turns to what he sees as the more immediate threat: rising long-term Treasury yields, global government debt, and the limits of taxing, borrowing, or inflating the problem away. The conversation closes on crypto, quantum comp...