Milk Road AI, a daily AI investing show that’s described as “99% optimistic about AI,” invited me on to make the case for AI doom.
We ride the Doom Train, and I share my investing thesis for a market in the middle of an intelligence explosion. Topics covered include:
* Why my P(Doom) is 50%;
* The “Icarus curve” — why AI will be the best thing that’s ever happened to the economy right up until it takes over;
* Whether China would accept a pause deal;
* If Anthropic has a shot at being the first $100 trillion company.
Watch on YouTube:
Timestamps
00:00:00 — Cold Open
00:02:06 — What Is Doom Debates?
00:03:10 — What’s Your P(Doom)?™
00:06:30 — How AI Kills Everyone
00:09:13 — Intelligence Is Humanity’s Only Superpower
00:10:59 — Riding the Doom Train™: Why Not Keep Us as Pets?
00:13:55 — Embodied AI and Robotics
00:15:59 — Are We at AGI Already?
00:17:36 — Everyone’s Catching Up to Eliezer Yudkowsky
00:18:53 — The Icarus Curve
00:21:35 — Pausing AI and the China Question
00:25:54 — Why Nukes Aren’t a Success Story
00:30:09 — Going Long Until Doom
00:32:48 — Simulation Theory and the Intelligence Explosion
00:33:43 — Living with a 50% P(Doom)
00:39:14 — Where to Find Doom Debates
Links
This episode was originally posted on Milk Road AI —
Milk Road AI podcast — https://milkroad.com/podcast/
Milk Road AI on Apple Podcasts —
Milkroad Pro — https://milkroad.com/pro/
LG Doucet on X — https://x.com/LgDoucet
If Anyone Builds It, Everyone Dies on Amazon —https://www.amazon.com/dp/0316595640
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