TBPN hosts discuss a new AI 2040 proposal from AI doomers that calls for slowing frontier AI development through compute caps, data-center audits, and international verification while keeping current inference and capabilities research going. They also cover Bernie Sanders' proposal to ban superintelligence, industry pushback from compute providers, and Tyler Cowen's challenge to make AI doom bets falsifiable. The episode touches on Paul Christiano's leveraged AI-heavy portfolio and short long-bond position, plus lighter segments on simulated fruit flies and AI moral questions.
This TBPN video, published September 12, 2026, features John Coogan discussing US 30-year Treasuries, AI-SECTOR. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: John Coogan · Tickers: US 30-year Treasuries, AI-SECTOR