The two podcasts where I discuss FTX are now out:
The Sam Harris podcast is more aimed at a general audience; the Spencer Greenberg podcast is more aimed at people already familiar with EA. (I’ve also done another podcast with Chris Anderson from TED that will come out next month, but FTX is a fairly small part of that conversation.)
In this post, I’ll gather together some things I talk about across these podcasts — this includes updates and lessons, and responses to some questions that have been raised on the Forum recently. I’d recommend listening to the podcasts first, but these comments can be read on their own, too. I cover a variety of different topics, so I’ll cover each topic in separate comments underneath this post.
Do you recall what your conception of a possible customer loss resulting "from bankruptcy" was, and in particular whether it was (at least largely) limited to "monies lent out for margin trading"? Although I haven't done any research, if user accounts had been appropriately segregated and safeguarded, FTX's creditors (in a hypothetical "normal" bankruptcy scenario) shouldn't have been able to make claims against them. There might have been an exception for those involved in margin trading