I think you misunderstand the premise. There is no known absolute "good" or "bad" in his description. There is just the landscape of peaks and valleys which we don't know the shape of. So the two "goods" you described can be two peaks partially intersecting each other.
I would suggest to consider the more abstract concept of "well-being", which contains both happiness and freedom. That's the steel-manned form of the consequentialist`s moral cornerstone.
Thanks for this important work. One thing I remain uncertain about is whether the scenario’s rapid physical and economic scaling rests on multiple unstated (mutually dependent) assumptions:
- The AI infrastructure boom must avoid a major investment correction before AI systems generate enough real economic value to justify the expenditure. If returns arrive later than expected, overcapacity, defaults, or a broader financial shock could sharply reduce capex and produce something resembling an AI funding winter.
- Compute expansion must not be bottlenecked for yea
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