Compute Crunch and Investment Thesis

Liron and Producer Ori explore the community's feedback to Eliezer Yudkowsky's $10,000 debate against an anonymous AI director. Plus, we unpack Eliezer's new post on the "irretrievability" of ASI development, Anthropic feasting on xAI's compute, and Liron's 4x Kalshi bet on... Spencer Pratt.

Timestamps

00:00:00 — Welcome

00:02:30 — The $10,000 Debate Post-Mortem

00:06:01 — Paul Tudor Jones: “Zero Risk Management on AI”

00:09:49 — Liron’s Jerry Springer Moment

00:14:19 — Why Yud Wore Steampunk

00:20:19 — YouTube Reacts: “Five Minutes In, Already Unhinged”

00:27:19 — 47F’s Anti-Disparagement Legal Theory

00:32:18 — Yud Wants Round 2

00:35:37 — Lumpin Space, Ben Goertzel & Early AI Safety Memories

00:47:06 — Eliezer’s “Irretrievability” Post

00:56:35 — The Maginot Line and Murphy’s Curse

01:08:13 — Blockchain vs AI: Earth’s Compute Swing

01:15:15 — Anthropic Eats Elon’s Compute

01:25:29 — Is Elon Tweeting as His Own Mom?

01:30:03 — Waymo Dodges a Fallen Scooter Rider

01:33:00 — Why Liron Bet on Spencer Pratt

01:37:13 — Live Twitter Scroll!

01:38:11 — Mira Murati: “Directionally Very Bad”

01:50:07 — AI Copies Itself Across Servers

01:56:44 — Steven Byrnes: LLMs Aren’t the Final Paradigm

02:07:55 — Wrap-Up

Links

LessOnline 2026 (June 5-7, Berkeley, CA) — https://less.online/

Eliezer Yudkowsky, “Irretrievability; or, Murphy’s Curse of Oneshotness upon ASI” (LessWrong, May 4, 2026) —https://www.lesswrong.com/posts/fbrz9xhKpEeTKw5zL/irretrievability-or-murphy-s-curse-of-oneshotness-upon-asi

Anthropic, SpaceX announce Colossus 1 compute deal (CNBC) — https://www.cnbc.com/2026/05/06/anthropic-spacex-data-center-capacity.html

SpaceXAI announcement: Compute partnership with Anthropic — https://x.ai/news/anthropic-compute-partnership

Kalshi: Spencer Pratt LA Mayor market — https://kalshi.com/markets/kxmayorla/la/kxmayorla-26

Morris worm — Wikipedia — https://en.wikipedia.org/wiki/Morris_worm

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