

the actual fear of “going mad” seems fundamentally disconnected from any real sense of failing to handle the stress of being famously certain that the end times are indeed upon us
I think he actually is failing to handle the stress he has inflicted on himself, and that’s why his latest few lesswrong posts hadreally stilted poor parables about Chess and about alien robots visiting earth that were much worse than classic sequences parables. And why he has basically given up trying to think of anything new and instead keeps playing the greatest lesswrong hits on repeat, as if that would convince anyone that isn’t already convinced.
Image and video generation AI can’t create good, novel, art, but it can serve up mediocre remixes of all the standard stuff with only minor defects an acceptable percentage of the time, and that is a value proposition soulless corporate executive are more than eager to take up. And that is just a bonus, I think your last fourth point is Disney’s real motive, establish a monetary value of their IP served up as slop, so they can squeeze other AI providers for their money. Disney was never an ally in this fight.
The fact that Sam was slippery enough to finagle this deal makes me doubt the analysts like Ed Zitron… they may be right from a rational perspective, but if Sam can secure a few major revenue streams and build moat through nonsense like this Disney deal… still it will be tough even if he has another dozen tricks like this one up his sleeves, smaller companies without all the debts and valuation of OpenAI can undercut his prices.