Doom Debates! Who Paid $10,000 to Debate Yudkowsky? Plus AI Twitter & Investing Tips - Doom Debates Live (5/1/26)
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May 2, 2026 They dig into who paid $10,000 to challenge Yudkowsky and the mystery around the anonymous challenger. Conversation jumps to AI Twitter culture, leaks and the strange “goblin” fine-tuning behavior. Investing themes pop up: why Google looks like a steal, private-market alpha tactics, and Anthropic’s J-curve prospects. Live demos show agent workflows, code automation, and AI tools reshaping engineering.
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Failed Doxx Attempt On The Challenger
- Liron attempted low-effort doxxing of the anonymous challenger using a ManaFund donation screenshot as a clue.
- He traced Vodafone 5G headers, Google app icons, and followers but concluded the user maintained impeccable anonymity.
METR Extrapolation Matched Opus 4.6
- METR's aggressive capability extrapolation predicted high-end model performance and Opus 4.6 hit that worst-case trajectory.
- Liron notes the trend remains exponential with shortened doubling times over recent months.
Buy Infrastructure Players Not Just Apps
- Invest in companies owning the AI infrastructure stack because supply-constrained compute drives durable demand.
- Liron names Google, Anthropic, NVIDIA, Amazon, Microsoft, Apple, SpaceX and Stripe/Anduril as core bets.