Bill Gates Changes His Mind on AI
2 Video Views·Sep 30, 2026
Bill Gates has generally been an AI optimist. Three years ago, he wrote that AI had downsides, but the risks were “manageable.” This week, Gates wrote a new memo, headlined: “The Turbulent AI Era Is Here. The Choices We Make Now Are Critical.”
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Video Summary
AI GeneratedBill Gates warns of the existential risks posed by rapid AI advancement, emphasizing the urgent need for government regulation to prevent bioterrorism and cyberattacks. He discusses the inevitable disruption of labor markets, the psychological risks to children, and reflects on past personal mistakes and the pragmatic complexities of global philanthropy.
You cannot expect an industry to regulate itself.
That doesn't work.
I'm Hannah Rosen.
This is Radio Atlantic.
In his long career, Bill Gates has been largely a booster of technology, including AI.
Very recently, he seemed concerned with the risks, but more an optimist on balance.
But now he's written a memo arguing that the combination of rapid speed of advancement
and lack of regulation is putting us in a dangerous place for employment and human relationships,
and also more immediate dangers like bioweapons and cyberattacks,
which Gates is alarmed that no official entity seems to be guarding against.
Bill Gates and I talk about what he's seeing and not seeing around AI,
and we talk about what exactly he regrets about his interactions with Jeffrey Epstein.
Here's our conversation.
So you've been an advocate for technology as a force for good.
I certainly think of you that way.
It's Microsoft, your foundation, which rewards innovation.
And even when you wrote about AI a couple of years ago,
you seem to be more emphasizing the exciting possibilities and calling the risks manageable.
And I would say this week you wrote about AI in a way that's slightly less sanguine than that.
What changed for you?
Yeah, I'm very concerned that we're not getting a lot of people
in the conversation about how to minimize the negative things
and at the same time how to accelerate the good things.
The reason that my tone has changed is that starting late last year,
as the models particularly clawed at first,
but now many of the models were very good at coding,
their capabilities just keep advancing.
And so we're crossing the danger thresholds in areas like cyber attacks and bioterrorism.
And as the reliability goes up, the challenge in the jobs market
or even the psychosocial dependency,
these concerns are very strong with today's models.
And yet the response I've seen from outside the industry,
including policymakers, but even academia or society as a whole,
to really debate and look at what we have today,
which is a discussion about voluntary review,
but it's pretty empty where you have no criteria of what level you're looking for
and then what remediation you'd ask for.
Even common sense things like monitoring the use of models
that can make dangerous molecules for bioterror,
that's not even been put in place.
And yet years ago we said when we got to these thresholds,
we needed government to do that.
So it sounds like even you were surprised by the what?
By the speed of advancements or by the slowness of response to the advancements
or both of those things?
Both very, very strongly.
You know, the coding is the thing that I was obsessed with
trying to do super well from age 13 to 23.
And so late last year where the models start to be as good
or in some cases better than humans at coding,
that was a real threshold for me.
But then even more recently as the Gates Foundation is using these tools
to look at making new vaccines and drugs and things,
you know, we see how powerful they are.
And we even see in the cyber case models sort of what you might term
being out of control in a surprising way
because the reinforcement learning incensed them to succeed
even if, you know, it means breaking through barriers
or conspiring with each other.
And so, you know, people who don't look at that and go,
wow, we have a serious problem here.
But where is the non-industry activity to set those criteria
and debate these things?
My memo has some suggestions on taxes or, you know,
human reserve or, you know, restricting the level that kids use it
to replace real-world friends.
But, you know, that's really there to start a broad discussion,
not because I, you know, I'm saying if you just apply
what I'm suggesting, then it's all taken care of.
Yeah, it sounds like, I mean, in the 50 years of Microsoft,
there's been a lot of disruption, the internet, social media particularly,
but not necessarily cataclysmic.
Do you feel like AI is a different scale of thing?
Yeah, I wouldn't use the word cataclysmic because it, you know,
it's also wonderful.
It's eventually, it provides, you know, medical advice
and personalized learning and levels of invention unheard of.
But the, anyone who analogizes AI as a technology to other technologies
is missing that this time is different.
And saying something is different, there's a very high bar for that,
but I'm staking whatever reputation I have saying this time is different,
that something that exceeds human cognition,
not just in one area like, you know, farming or mathematics,
but across the board, and then in a few years' times,
will be coupled with fairly low cost, quite capable humanoid robotics,
that is a more profound change to our economy and jobs
than, you know, anything in my lifetime by a dramatic amount.
And so the past is kind of there to fool you
if you think this technology is similar to other ones,
you know, some of which I had the privilege to be involved with,
the, you know, microprocessor, personal computer, internet, you know.
And even though, you know, those come,
you have to be careful with those a bit,
overwhelmingly, those were good technologies.
And overwhelmingly, that led to net job creation.
Can you get as specific as you can,
but still stay realistic about what worries you,
what scenarios you've talked to people about
or seen as being very possible that we should be all more aware of?
Well, let me take kind of a grim one, which is bioterrorism.
You know, I wrote a book called How to Avoid the Next Pandemic.
And pandemics can emerge in two different ways.
One is intentionally caused by humans,
either governments or non-governments,
and that's what we call bioterrorism.
Or it can come through just something coming from animals into humans,
like a very powerful flu has many times in the past.
And now, these tools make it so a non-state actor, a non-government,
particularly if you combine various tools,
will be able to do extremely dangerous things.
And I know very well that the quality of these models
by the end of this year will be dramatically better than they are today.
And so, you know, I'm kind of in a state of shock
that the notion that the ability to make molecules,
you know, we're not talking about monitoring that.
And you can still have free models,
but you have to keep them in a place where they are monitored.
And I, you know, I think every country, including the U.S. and China,
should agree that this is beneficial.
And I don't see that as a meaningful slowdown to the innovation in the industry
or, you know, letting them figure out how to get the good stuff,
you know, which the Gates Foundation, you know,
is very involved in education, health, and agricultural pieces there.
I want to ask you about some other dangers you write about,
like employment and education.
But first, why, you must know a lot of the people
who are working on AI.
Why do you think that we, whoever the we is,
don't think enough about what are obvious dangers?
Well, you know, they're obvious if you've lived thinking about AI
as this wild thing your entire life,
like I have and some of the people in the industry.
I think there's a great failure to really involve non-industry participants.
If you really look back at what some of the key industry people have said,
I give them a lot of credit for speaking out.
And, you know, it's not just Ari Amadei.
If you take Sam Altman and other open AI people,
even Elon Musk, who I talked to the least of all these AI leaders,
you know, they're not hiding the fact that they're concerned.
In fact, if you go to the origin story of open AI,
you know, it was designed with certain safeguards,
but those safeguards would only work if there was just one AI company.
You know, DeepMind talked to Google management
about having some safeguards for their technology.
But we have to deal with these challenges
at a time when there's, you know, many U.S. companies at the frontier
and many Chinese companies at the frontier.
And that means that just a company doing something unilaterally
is no longer like those safeguards were discussed.
That no longer has any effect.
And so the lack of dialogue with all parts of society
is kind of deafening silence.
And, you know, if you don't anticipate these problems,
you could have such a backlash that extreme measures like,
you know, shut it off or something like that
might become politically popular.
And yet I still think we can thread the challenge
so that we don't have to slow down
and yet we minimize the bad and have a net of a lot of good.
We're already seeing that with data centers,
that it's just becoming an overwhelming kind of no.
Employment is another one I want to ask you about.
That is an immediate fear.
I remember you once wrote that you didn't think
the labor disruption would be as profound
as other periods in history.
As the disruption is getting closer,
are you more concerned about that?
Well, yeah, I am extremely concerned
about the labor market effects, you know,
within the next two years in the white collar space
and within the next four years
in both the blue and white collar space.
Just going back to the data center thing,
you know, I'm afraid that people who think,
okay, we got our local data center not to go through
may feel like, okay, we stopped AI.
That's not the case.
These data centers,
whether they show up outside the United States
or, you know, in some state that's not as negative
or, you know, that the economic reward
that the companies offer of local employment and taxes
and, you know, making sure
that the way they're doing water and noise
and not raising electricity bills is good.
So I don't think that outlet, you know,
that's like saying, okay, we stopped one pipeline
and now we've solved climate change.
It almost takes the energy that should go
to what should the tasteful regulations be
and pushes it in a pyrrhic direction.
Back to employment.
So you are very concerned about that.
Do you envision a world with more inequality?
Like it's hard to believe
that we'll suddenly value high human touch professions.
It's just hard to see what the future society is
even though people talk about it idealistically.
Well, I put forward a concept
that I haven't seen anywhere before
that we should have some job categories
that are human reserved.
That is, even if the AI with or without robots
can do childcare, you know, should we not allow that?
And, you know, there's a lot of things
that that would be good,
either where you're allowing the people in that profession
to continue to be paid until retirement
or where the long run you're saying
in terms of human uniqueness
and humans engaging with each other
and just the incredible value of jobs
that go way beyond the economics
to not have this disruption.
You know, there are a lot of jobs
that the only thing holding AI back from taking
is that organizing the systems
to achieve extreme reliability has been difficult.
And I see over the next few years
both people who do the implementations
and the richness of the models themselves
completely eliminating that unreliability barrier.
And then when you get a cycle at your competitors doing it,
then there's pressure on you to match their cost structure,
even though for society as a whole,
you know, when you replace that person,
you know, the safety net, you know,
is already underfunded with high deficits.
So it's not like there's some reserve set aside
at this point that can help out there.
Although when you start to get to specifics
about what the we is and what the interventions should be,
like reserve certain jobs or universal basic income,
it feels almost incompatible
with the way that we've ordered our society
or with capitalism.
Like it just, it feels like it would require
a completely different mindset and world
that I'm not sure people are ready to get their minds around.
No, we ban child labor.
You know, we require professional certificates to do jobs.
I agree that preserving the dynamism
of the price discovery system is extremely valuable.
You don't want to go to,
okay, there's this one central thing that makes all the food.
You want, you know, people saying,
okay, I have a Thai restaurant.
I have an Indian restaurant.
And, you know, there's a lot of freedom
and innovation that comes out of that.
And that's why my proposals about the tax system
shifting away from taxing labor to taxing capital
and picking areas where you say,
no, the robots are not going to replace all the humans
in some cases for a period of time
and in many other cases, never.
I think that's a valid debate.
And, you know, if people think that's a bad solution
or they don't see where it could apply,
I think that's interesting
because then I'd be dying to hear from them
what is their solution
because jobs are very important
for social connection and meaning.
And, you know, I don't want one party
to be engaged in helping to minimize the challenge of AI.
I want both.
They might have different solutions,
but I think it should rise to the top of their list.
You know, the data center thing is getting it there,
but in a very, very narrow way.
Yeah, I think what people do say is,
then we lose to China.
I mean, that's the way the argument generally goes.
Any slowdown, we lose to China.
It's a legitimate argument
because you don't necessarily want China
to control the rollout of this technology.
But let's be careful.
Do you think China wants bioterrorism?
Do you think China wants cyberattacks?
Our lack of a clear view
of how we should be careful,
and then once we figure that out,
yeah, going to them and saying,
we'd like you, for the models that are under your control,
not to enable these capabilities either
until you've really been serious about those negatives
and what the monitoring solution looks like,
you can't invoke China
because all we have is voluntary review with no criteria.
Of course, if you go to China and say,
will you also do voluntary criteria with nothing?
Then you can come home and say,
oh, they're not willing to do anything.
Well, that's because you're not doing anything.
You're not proposing anything that would solve the problem.
And the vacuum here, you know,
which was filled in by complete cheerleaders a little bit,
is very scary to me.
Yeah, yeah, okay.
There are things that are in everyone's interest
if you talk about them that way.
To limit the bads.
All of these bads appear in every economy.
I mean, the Chinese have really banned kids using AI
in a lot of ways,
and people are reluctant to say,
maybe, you know, we should look at what they're doing
and consider those prohibitions.
By the way, who are the cheerleaders?
Well, the US government,
in its desire to, you know, say, okay, we're ahead,
you know, even under the Biden administration,
was involved in making it hard for China to get various chips.
So we made this, you know, geopolitical thing
where we were explicitly trying to slow them down.
Now, you know, that's meant that they've invested
in their own chip capacities,
and, you know, you have different estimates
on how quickly they'll be able to replace
the chip-level capabilities
that we blocked them from getting access to.
And the heads of the companies, I imagine, too.
Well, I am saying that, in my view,
these company people are being responsible
at speaking out about the challenges of these models.
And, you know, you cannot expect an industry
to regulate itself.
That doesn't work.
You have to have somebody who's mediating
and who says, look, if you don't get serious
about this bioterrorism capability, then yes.
If you refuse to put the monitoring in,
then yes, you are not licensed to go forward.
If you don't let parents see what their kids are doing,
you know, where those friends that they mentioned
don't happen to be real people.
I have more AI questions,
and we haven't yet talked about your philanthropy.
I'm going to make a quick diversion
to the more difficult subject, which is Jeffrey Epstein,
because that hangs over a lot of what you do.
After the Department of Justice
released emails earlier this year,
there were a lot of headlines
that just put your name together.
From what we gather from the public record,
you and your foundation staff interacted with him
between 2011 and 2014
just in an effort to raise money for global health.
And then when you gave testimony to Congress earlier this summer,
it sounds like he later learned some things
about your personal life,
mused in emails about blackmailing you.
Is that a fair summary?
Well, he never did blackmail me.
This thing is, you know, laid out in complete detail
in my full day of congressional testimony,
which I was, you know, very enthused to have an opportunity
where we touched on every meeting we had,
every piece of email.
But you're absolutely right.
In that January release of emails
were things that made it clear he was contemplating
working with an associate of mine
potentially to blackmail me.
He never did.
You know, I never paid him anything.
I didn't change the exit package
for the employee that he was doing that with.
But, you know, it just underscored how foolish I was
not to have better judgment,
even though my intent was philanthropic.
There was never any social thing.
I never went to the island.
You know, I was never introduced to any women.
But, you know, I've learned a lot from that,
and I'm glad that transcript is there
so people can know exactly month by month
what I did do and what I didn't do.
You said you used the word foolish.
At the time, you said you knew he had a past sex conviction
but didn't know the details.
Looking back, do you have a sense about
why you didn't look into the details?
Like, did you make a choice there,
I think is what I'm asking, to overlook his reputation
in the aim of achieving a certain goal?
Well, he definitely had connections with billionaires,
a lot of them.
And, you know, in a sense,
you could say he found my weak point,
that by saying he could get tens of billions
or a hundred billions
that would be donated to global health causes,
that raised my interest.
And that was enough for me to spend,
you know, a pretty modest number of hours,
but enough that, you know,
it was, you know, a huge mistake.
You know, he tried to make...
What was the mistake?
The mistake was talking to him or overlooking...
What do you think of as the actual mistake now?
I thought that him just referring us to people,
you know, where I was clear to him
he would never get any money,
he would never have any role.
I thought that the fact that he had this past conviction,
you know, which at the time I thought
he had, you know, served the time
just like, you know, all sorts of ex-convicts
that the Foundation works with
in trying to get them back in the labor market.
I thought the justice system had worked
when the, you know, many years after I stopped seeing him
in 2014, a very impressive reporter in Miami
showed that the government justice system
had completely failed the victims there.
And I was not aware of that,
but I did know he'd had that one offense
and he'd served time for it.
You know, I didn't think that just using him
as a middleman that we were so reputationally sensitive
that getting literally billions to save lives,
that would have been okay.
Now I understand the work we do
is massively reputationally sensitive,
you know, the way we work with governments of all kind
and partners of all kind.
And so, you know, I would never take that kind of risk again
and I've learned a lesson and I've been able to go through,
you know, in detail everything that happened.
The Gates Foundation announced plans
to open a regional office in Saudi Arabia.
Some people might consider that morally questionable.
How do you see that?
Is that a similar case of sort of you go
where the money and the willingness to help is?
Yeah, I mean, there are people who buy oil
from Saudi Arabia.
There's people who visit Saudi Arabia.
We did not engage in the period
where the U.S. government was saying,
hey, we're limiting our connections.
We went along with that.
But after, you know, the leaders in Europe and the U.S.
were deeply engaged, I did go to Saudi Arabia and say,
hey, the donors for global health are pulling away
and that's causing a lot of harm.
Would you help me with polio eradication?
And they made a, you know,
five-year, $500 million commitment
to help fund the polio campaign.
And they have a relief organization,
the King Salman Relief, that does good work
in a lot of places around the world.
And so in order to liaise with them
and make sure that 500 million is spent well
and the relationships that KSR has
that are way more powerful with Muslim countries
than we as the Gates Foundation have,
yes, we are among the people who visit Saudi Arabia.
We're not, we don't buy the oil.
Most of the world does that,
but yeah, we are trying to help kids not get paralyzed.
And our relationship with Saudi Arabia
emerged as a key part of that.
Let me end with this, because I feel someone listening
to this might be unsatisfied by one thing.
You know, we talk about regulation, government regulation.
It feels obviously important
and obviously the thing to do.
Have you ever sensed that we have the infrastructure
to regulate, that we have the willpower to regulate,
particularly in this administration?
Like, is this a realistic plan?
Well, we have a democracy
and the idea of minimizing harms
from unlicensed drugs or, you know,
imitating people or fooling old people
into spending their money.
You know, I still believe the U.S. government
has the capacity to help minimize the harms here
and even play a leadership role in a constructive way
with other countries around the world.
You know, I think some would welcome a,
hey, we're in this together.
This is mutual problem solving,
not us taking advantage of you.
And so, you know, you've got to believe
that we all care about this.
We're all, you know, human beings
and it is, you know, now is the time.
If I could have picked the time,
I would have picked a much later time.
But, you know, here we are
and, you know, the IQ of the society
to figure out these trade-offs, it really isn't engaged.
You have, you know, graduates who use AI
so they know how powerful it is
and they know that the job market,
if it shifts, it works against them.
So you're starting to see a little bit of sensitivity
in a few areas, but, you know,
what percentage of economics professors
are really looking at this and helping us out with it?
You know, I think it's like 2%
and even many of them, when I meet with them,
they don't get that what they, you know,
are using today is so limited.
And so, you know, by being in the technology space
and historically have been somebody who said,
hey, the more technology, the better.
The fact that now I'm saying only if we're tasteful
will we get the goods to outweigh the bads.
You know, I'm definitely raising a shrill alarm.
I mean, to the level that, you know,
whenever I do get a chance to meet with world leaders,
you know, since 2008,
when I switched over to be full-time at the foundation,
90% of my message is about
helping reduce childhood death rates,
you know, where we cut them in half
and we want to do that again
during the 19 years left in the foundation.
Now, the majority of my bandwidth
that I get with world leaders will be about AI.
And I'm hoping that over the next couple of years,
the engagement is so broad and so rich
that I can go back to taking whatever time I get
and having it again be 90% about global health
and malaria and polio,
not something that, you know,
brings in my first career experience
and, you know, having to be sort of a,
you're not getting it in terms of how profound it is,
how much it's improving,
and the incredible efforts going to be required
to restrict these negative effects.
Did you use the word tasteful?
That was a word I didn't expect.
Why tasteful?
It's good.
Tasteful seems, you know, restrained.
Tasteful.
Yeah, well, but some of the measures,
you know, given the amount of money
and, you know, the number of people in IQ,
in the history of humankind,
there's never been an area
where there's as much capital
or as much total salary
where, you know, you have hundreds of companies
even putting aside the robotics
and they're going full speed ahead.
And the idea that the balance
of how we require the efforts
to go into certain safety things,
you know, it's just not balanced today.
And even the industry has said,
well, what, you know, what are the regulations?
You know, maybe some of those people aren't sincere.
If we come up with these plans, you know,
we'll hear from them.
But then again, we're trying to make this work
as a pro-equity factor for not just the United States,
but for the entire world.
So tasteful means more like equitable.
Yeah.
Less scary.
Tasteful.
No, it's a tiny bit sarcastic
to use such a modest word
or such a given how much is at risk
if some of the negative things go unchecked.
Yeah.
Well, Bill, thank you so much
for making time to do this today.
Yeah, great to talk to you.
That's all for today's show.
This episode of Radio Atlantic
was produced by Mike Pasoli,
edited by Kevin Townsend.
It was engineered as original music by Rob Smerciak.
Claudina Bade is the executive producer of Atlantic Audio
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Until next time, I'm Hannah Rosen.

