habryka
Hey Everyone!
As part of working on dialogues over the last few weeks I've asked a bunch of people what kind of conversations they would be most interested in reading, and one of the most common one has been "I would really like to read a bunch of people trying to figure out how to construct a portfolio that goes well when AGI becomes a bigger deal".
You are three people who would be reasonably high on my list to figure this out with, and so here we are. Not because you are world experts at this, but because I trust your general reasoning a bunch (I know Noah less well, but trust Will and Zvi a good amount).
I think to kick us off, maybe let's start with a very brief 1-2 sentence intros on your background and how much you've thought about this thing before (and [...]
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Outline:
(07:37) Broad market effects of AGI
(10:23) Career capital in an AGI world
(20:29) Debt and Interest rates effects of AGI
(26:53) Concrete example portfolio
(43:21) Is any of this ethical or sanity-promoting?
(49:12) How would you actually use a ton of money to help with AGI going well?
(53:08) Please diversify your crypto portfolio
(56:24) Should you buy private equity into AI companies?
(58:04) Summarizing takeaways
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First published:
November 6th, 2023
Narrated by TYPE III AUDIO.