Edit: See the bottom for some important updates.
Kelsey Piper from Vox's Future Perfect very recently released an interview (made through Twitter DMs) with Sam Bankman-Fried. The interview goes in depth into the events surrounding FTX and Alameda Research.
As we messaged, I was trying to make sense of what, behind the PR and the charitable donations and the lobbying, Bankman-Fried actually believes about what’s right and what’s wrong — and especially the ethics of what he did and the industry he worked in. Looming over our whole conversation was the fact that people who trusted him have lost their savings, and that he’s done incalculable damage to everything he proclaimed only a few weeks ago to care about. The grief and pain he has caused is immense, and I came away from our conversation appalled by much of what he said. But if these mistakes haunted him, he largely didn’t show it.
The interview gives a much-awaited outlet into SBF's thinking, specifically in relation to prior questions in the community regarding whether SBF was practicing some form of naive consequentialism or whether the events surround the crisis largely emerged from incompetence.
During the interview, Kelsey asked explicitly about previous statements by SBF agreeing with the existence of strong moral boundaries to maximizing good. His answers seem to suggest he had intentionally misrepresented his views on the issue (see below for an important notice regarding this question):
This seems to give some credit to the theory that SBF could have been acting like a naive utilitarian, choosing to engage in morally objectionable behavior to maximize his positive impact, while explicitly misrepresenting his views to others.
However, Kelsey also asked directly regarding the lending out of customer deposits alongside Alameda Research:
All of his claims are at least consistent with the view of SBF acting like an incompetent investor. FTX and Alameda Research seems to have had serious governance and accounting problems, and SBF seems to have taken several decisions which to him sounded individually reasonable, all based on bad information. He repeatedly doubled down, instead of cutting his losses.
I'm still not sure what to take out of this interview, especially because Sam seems, at best, somewhat incoherent regarding his moral views and previous mistakes. This might have to do with his emotional state at the time of the interview, or even be a sign that he's blatantly lying, but I still think there is a lot of stuff to update from.
Edit: As some in the comments have pointed out, SBF recently said these messages were not intended to be on the record, and Kelsey responded she supposed otherwise. I've decided to keep the screenshots, as they're now part of the public record.
Furthermore, keep in mind there is discussion about how to best interpret the answer to the question “so the ethics stuff—mostly a front?”, since the context to this question is the specific discussion about ethical injunctions. The right interpretation is a crucial consideration to most of the comments below.
Notably, this has been taken in social media to mean SBF admitted to faking his belief in EA more generally, with others suggesting that is the wrong interpretation.
I think that a part of this perception is created by him actively framing his actions in a way compatible with a 'press secretary model of the human mind' (cf. "Why everyone (else) is a hypocrite").
My impression is that he does consciously notice a mistake, and is shaken to some degree. In distancing himself from the aspects of his thinking which led to this mistake, he treats his motivations as more clear-cut than they truly were and pushes against them.
If that story were the full truth, he would not have given these answers which are basically the opposite of "locally and situationally optimal in terms of presenting himself".
I think that we would make a mistake in thinking "well, clearly SBF was a bad person all along, so I and other EAs will not end up making structurally similar mistakes anyway" (I am not trying to imply that this is what you said/think and only add this for completeness). Regarding lessons on a community level, I think that much of the discussion on the Forum in the recent days makes a lot of sense.