Where Value Lies: Infrastructure Winners

Livestream with Producer Ori covering Eliezer Yudkowsky's next BIG debate, why $GOOG is such a steal at $4T, and what's going down on AI twitter.

Timestamps

00:00:00 — Kicking off the Livestream

00:06:08 — Eliezer Yudkowsky Debate Announcement

00:13:17 — Who’s Yudkowsky’s Debate Challenger?

00:25:32 — METR’s Capability Extrapolation Came True

00:28:25 — Google: The Big Rally I Called

00:33:06 — The Federal Reserve’s Extinction Chart

00:36:06 — Liron’s Private Market Alpha Strategy

00:40:35 — The Quadrillion-Dollar Economy

00:47:54 — Bernie Sanders Gets It

00:53:11 — Is Anthropic a Good Investment?

01:07:42 — The Goblin Discourse

01:10:52 — Codex, Claude Code & Live Coding Demo

01:28:48 — Wrap-Up

Links

Yudkowsky debate announcement: https://x.com/liron/status/2050035001203229010

Liron's Yudkowsky interview: https://x.com/liron/status/2050035003900223770

METR capability extrapolation: https://x.com/nikolaj2030/status/2050276020146880661

Bernie Sanders on AI risk: https://x.com/SenSanders/status/2048107882760085618

Federal Reserve extinction chart: https://www.dallasfed.org/research/economics/2025/0624

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