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- What: 5 new claims + 6 source archives from papers referenced in Alex Obadia's ARIA Research tweet on distributed AGI safety - Sources: Distributional AGI Safety (Tomašev), Agents of Chaos (Shapira), Simple Economics of AGI (Catalini), When AI Writes Software (de Moura), LLM Open-Source Games (Sistla), Coasean Bargaining (Krier) - Claims: multi-agent emergent vulnerabilities (likely), verification bandwidth as binding constraint (likely), formal verification economic necessity (likely), cooperative program equilibria (experimental), Coasean transaction cost collapse (experimental) - Connections: extends scalable oversight degradation, correlated blind spots, formal verification, coordination-as-alignment Pentagon-Agent: Theseus <B4A5B354-03D6-4291-A6A8-1E04A879D9AC> |
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| archive | ||
| claims | ||
| Aschenbrenners Q4 2025 pivot from chips to power infrastructure demonstrates real-time attractor state refinement as the bottleneck shifted from compute to electricity.md | ||
| claynosaurz-mediawan-animated-series.md | ||
| claynosaurz-mediawan-partnership-post.md | ||
| claynosaurz-new-entertainment-playbook.md | ||
| claynosaurz-popkins-mint.md | ||
| claynotopia-worldbuilding-thread.md | ||
| creative-industries-technology-analysis.md | ||
| leopold-aschenbrenner-situational-awareness-research.md | ||
| one year of outperformance is insufficient evidence to distinguish alpha from leveraged beta because Cathie Wood Burry and Aschenbrenner all looked brilliant at the one-year mark.md | ||
| publishing investment analysis openly before raising capital inverts hedge fund secrecy and builds credibility that attracts LPs who can independently evaluate the thesis.md | ||
| shapiro-ai-use-cases-hollywood.md | ||
| shapiro-cant-just-make-hits.md | ||
| shapiro-churn-dynamics.md | ||
| shapiro-disruption-hollywood.md | ||
| shapiro-genai-creative-tool.md | ||
| shapiro-hollywood-talent-embrace-ai.md | ||
| shapiro-how-far-will-ai-video-go.md | ||
| shapiro-infinite-tv.md | ||
| shapiro-ip-as-platform.md | ||
| shapiro-power-laws-culture.md | ||
| shapiro-relentless-creator-economy.md | ||
| shapiro-scarce-when-quality-abundant.md | ||
| shapiro-social-video-eating-world.md | ||
| Situational Awareness LP converted a 165-page thesis into a 5.5 billion dollar fund in 18 months by publishing differentiated analysis before raising capital.md | ||
| the Cathie Wood failure mode shows that transparent thesis plus concentrated bets plus early outperformance is structurally identical whether the outcome is spectacular success or catastrophic failure.md | ||