Is an AI Bubble Bursting? (Robert Wright & Liron Shapira)
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0:28 Nonzero Doom returns 3:35 A foom in slow motion 8:16 Is AI winter canceled forever? 11:02 Will Google’s Genie 4 lure us into the Matrix? 17:23 Liron’s bull case for Google stock 25:03 Does Google have big-company disease? 28:57 Could a slowdown actually help Anthropic and OpenAI? 30:41 Was OpenAI’s “pause” just PR? 40:30 Social science judgment day is coming 47:41 Why even AI’s upsides could tear society apart 51:41 Does OpenAI’s alignment approach improve on Asimov? 55:35 Sam and Satya pivot on alignment 59:03 Crypto and the AI hacking threat 1:04:11 Could AI crack the math behind encryption? 1:09:21 Liron’s $1,000-a-day AI coding habit 1:15:52 Explaining the missing productivity boost 1:17:55 Does Anthropic’s S-1 sink the AI bubble thesis? Robert Wright (Nonzero, The Evolution of God, Why Buddhism Is True) and Liron Shapira (Pause AI, Doom Debates). Recorded October 30, 2026.Twitter: https://twitter.com/NonzeroPods
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