I Raised His P(Doom) Live On Air — Liron on Milk Road AI

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