@ChrisMMillas Isn’t this overlooking the denominator? If the goal is increasing BTC per share, MSTR doesn’t necessarily need to keep accumulating BTC at the same pace. Share buybacks below NAV & accretive financing can drive Bitcoin Yield. It’s about capital allocation, not just BTC supply.
@DzambhalaHODL Watch the transition:
“AI could be dangerous” → “we need rules” → “only licensed players can build frontier models.”
Somewhere in there, safety quietly becomes industrial policy.
@scottmelker “70% chance of extinction in 3 years” is doing a lot of work for “unless we all agree to slow down.”
At some point P(doom) starts sounding less like science and more like a lobbying deck.
Fear → coordination → regulation → moat.
@dansemperepico The “how” may be less interesting than the incentive structure around the fear.
If AI is so dangerous that only a few giant, well-capitalized firms can be trusted to build it… congratulations, you’ve just turned P(doom) into a regulatory moat.
Funny how that works.
@salimismail bringing up P(doom) and suggesting @JeffBooth for @moonshots_pod is the episode we need.
What if AI doomerism isn’t just about safety—but creating enough fear to justify regulation, slow competition and build an incumbent moat?
Get Jeff on. 🔥
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