Asked whether he is using Meta’s Muse, IBM vice chair Gary Cohn tells Brian Sozzi: “No, not at all. Not a fan. At this point, I’m not comfortable giving up my personal data.” He is not against the technology, though, and argues AI will be a productivity boom with “no real losers.”
Cohn, who was director of the National Economic Council and before that president and chief operating officer of Goldman Sachs, also makes the case that regulators should leave the technology alone and go after what it produces: “You’re gonna regulate the outcomes. You’re gonna regulate the products.”
Timestamps
0:00 The first in-person guest on Unleashed
0:19 Is he using Muse: “Not a fan”
0:34 Surprised the market is this bullish on an AI agent
1:22 What agents mean for the human workforce
1:33 “There’s no real losers in productivity gains”
1:54 Answering Apollo’s Torsten Sløk on labor displacement
2:52 What role government should play
3:00 Why 50 states with 50 sets of rules would be a disaster
3:15 The competition with China
4:23 You regulate the outcomes, not the technology
5:13 What this means for Meta and the hyperscalers
6:19 Should Nvidia sell its best chips in China
7:27 What to expect from the state dinner
7:56 Diesel, gasoline and the pump
8:10 “The number one issue facing the United States economy”
9:06 Is diesel at these levels recession inducing
9:26 Where the next surprise comes from
#GaryCohn #IBM #AI #AIRegulation #SozziUnleashed #YahooFinance
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