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David Siegel

Co-Chairman, Two Sigma

Search every verified David Siegel interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. David Siegel, co-chairman of Two Sigma and founder of Redshift Labs, has been active in 2025 discussing the impact of artificial intelligence on the economy and society. In a series of videos and podcast appearances, he argued that the rise of AI agents will lead to the "death of websites" and the emergence of an "agentic economy" where buyers' AI systems compare offers directly, rendering traditional marketing tactics obsolete. He stated that "we're going to need to replace websites with data plus AI" and that "buyers will have more power in the agentic economy." Siegel also predicted an "80% shrinkage in the university system over the next 10 years," asserting that "education has never been about anything but signaling" and that college is "already over." He described the current period as a "hard reset" for industries like Hollywood, which he said "committed suicide by being greedy." Siegel has also spoken about the broader economic implications of AI. At a November 2025 investment summit, he said the key question is whether companies are "truly getting productivity gains" from AI or if it is "something like PowerPoint" that "didn't transform the business." He has described the current AI boom as unlike previous economic cycles, stating, "I don't think there are ever any financial bubbles" and that "what we are experiencing now is not comparable to anything humans have ever experienced before." In his AI educational series, he advocated for "systems thinking rather than component thinking" and urged a complete rethinking of industries rather than simply adding AI to existing processes.

Recent appearances

Notable quotes

“Elon Musk said this in his conversation with Joe Rogan: 'We will have no websites. We will have data plus AI.' Data plus AI is what will replace the websites because you can just ask it a question and get what's right for you and have it do the work.”

“To me, the golden rule is all about transparency. Meaning if I am told by my parent company or by my board transparently you're not doing a good enough job, you need to focus on this not that etc. I or I transmit that information to someone else. It aligns interests in a lot more effective way than if information is withheld. The biggest challenge oftentimes and why there's a lots of misalignment like you're referrin”

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