Is an AI Bubble Bursting? (Robert Wright & Liron Shapira)

0:00 Teaser
0:55 Nonzero Doom returns
3:12 A foom in slow motion
7:52 Is AI winter canceled forever?
10:38 Will Google’s Genie 4 lure us into the Matrix?
16:59 Liron’s bull case for Google stock
24:39 Does Google have big-company disease?
28:33 Could a slowdown actually help Anthropic and OpenAI?
30:17 Was OpenAI’s “pause” just PR?
40:06 Social science judgment day is coming
47:17 Why even AI’s upsides could tear society apart
51:17 Does OpenAI’s alignment approach improve on Asimov?
55:11 Sam and Satya pivot on alignment
58:39 Crypto and the AI hacking threat
1:03:47 Could AI crack the math behind encryption?
1:08:57 Liron’s $1,000-a-day AI coding habit
1:15:28 Explaining the missing productivity boost
1:17:31 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.

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