Issue No. 37Week ending Sunday, September 13, 2026434 episodes · 1825 articles
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Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

With Joe Weisenthal, Tracy Alloway, Greg Jensen · Sunday, September 13, 2026

Bridgewater Associates Managing Chief Investment Officer Greg Jensen joins Joe Weisenthal and Tracy Alloway to discuss the rapid acceleration of artificial intelligence, the existential and catastrophic risks posed by superhuman models, and how Bridgewater is utilizing AI in investment strategies. Jensen outlines why he views existential AI risk with grave seriousness, comparing the current societal complacency to February 2020 before COVID-19 lockdowns, and presents his policy proposal for a token tax on machine labor to counteract white-collar economic displacement.

Key takeaways

  • Greg Jensen runs two distinct investment engines at Bridgewater Associates: Pure Alpha, where human intuition guides algorithms, and AIA, an autonomous AI fund making independent market calls. Read more →
  • Greg Jensen compares today's AI complacency to February 2020, when the world watched COVID-19 spread across China and Italy while markets and institutions pretended normal life would continue. Read more →
  • Bridgewater Associates takes open-source AI models trailing the frontier by six to nine months and trains them on narrow tasks to outperform proprietary closed models. Read more →
  • Bridgewater Associates Managing Chief Investment Officer Greg Jensen predicts that 14% of current jobs will face radical disruption within three years. Read more →

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