Decentralized AGI: Structural Short on the Bubble with Positive Carry
bengoertzel · x · 2026-08-22
Ben Goertzel concludes that decentralized open AGI acts as a 'Fractional-Kelly' position: bounded downside in all scenarios and resolving the US-China dilemma. He notes Gary Marcus stops at 'we're screwed,' but the Kelly logic points to an exit. Decentralized AGI (Hyperon on ASI:Chain), with token-funded compute having no debt or refinancing gates, serves as the natural buyer of fire-sale GPUs, structurally short the bubble with positive carry.
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