231 · Tier 5 — High-leverage niche and emerging figures
Tracy Alloway
Co-host, Odd Lots
AI position
Aware of x-risk
Hosted Anthropic co-founder Jack Clark for a direct discussion of existential risk and AI safety research.
Why influential
Shapes market and policy expectations by interpreting economic data, corporate decisions and regulatory choices for influential professional audiences. Primary policy lanes: markets; supply chains; finance; global economy.
Who pays attention
Traders, economists, regulators, investors, supply-chain specialists and policy staff
Work samples
- Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontier
Jun 19, 2026 · podcast
Odd Lots episode with Anthropic co-founder Jack Clark and head economist Peter McCrory on AI safety, recursive self-improvement, labor-market and existential-risk questions, and Trump administration restrictions on foreign access to Anthropic models.
- Jack Morris on Finding the Next Big AI Breakthrough
Sep 26, 2025 · podcast
Interview with Jack Morris, Cornell PhD candidate and part-time Meta AI researcher, on why AI breakthroughs are unpredictable, open- vs closed-source, and US-China lab competition.
- James van Geelen on His Viral AI Doom Scenario
Feb 28, 2026 · podcast
Discussion with Citrini Research founder James van Geelen about his viral AI scenario/doom analysis; guest is a markets researcher, not an AI-industry figure.
- Goldman's Hatzius and Snider on the Outlook for 2026
Dec 29, 2025 · podcast
Macro outlook episode with Goldman Sachs economists, representative of the show's core markets/finance beat.
AI-world contacts
Jack Clark — Co-founder, Head of Policy, Anthropic
- Hosted / interviewedsource · interview · Jun 19, 2026 — Co-hosted (with Joe Weisenthal) a long-form Odd Lots interview with Anthropic co-founder Jack Clark and chief economist Peter McCrory on AI safety, existential risk, recursive self-improvement, and Anthropic's research culture.
Jack Morris — AI researcher, PhD candidate, Meta / Cornell University
- Wrote aboutdirectness unclassified — Guest on Odd Lots discussing unpredictability of AI breakthroughs, embedding models, and open vs. closed-source AI development.