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Alexander Good
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Jul 19, 2025
Market Melt-Up! Pump ICO! w/ Alex Good & Santiago Santos
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11:35Alexander GoodGUEST
know, I used to trade mortgage REITs and like, you know, the guy who runs AGNC, you know, the big mortgage REIT is like literally the guy at Lehman who like blew the system up.
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11:47Alexander GoodGUEST
The question is like, OK, is this thing all going to crash or are we going to come up with something new? And, you know, the sort of teal argument is like, OK, well, we know what something new is.
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11:57Alexander GoodGUEST
It's just the Chinese communist social contract, right? Like we've got uh we've got a pretty clear idea of what an ai driven authoritarian society looks like in production right now um and i'm like that's depressing i wonder if there's a better way to go other than you know communist authoritarianism uh after this thing you know kind of blows up and i i got interested in in ai because of the religious activation of the average ai user like there There is sort of the EAC movement originally where people are engaging with AIs in a sort of kind of predictable way because when people are talking to AIs, they're not talking to human intelligence, right? They're talking to something which is external to human intelligence, which already creates a kind of spiritual feel to chat GPT, which I think is like why you're seeing all these threads on AI psychosis, right? People are engaging with ChatGPT in a way which is different from just a coding tool or different than just a social media tool.
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13:02Alexander GoodGUEST
They're engaging with it deeply emotionally and almost like even related to advice.
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13:06Alexander GoodGUEST
And so if you listen to Sam Altman, he's like, what are people using ChatGPT for? The younger demographic, he's like, you know, under 30 years old.
17 MINS LATER

