thanks for linking this, was fun to watch
hadn't seen that saltman clip (been real busy running around pretty afk the last few weeks), but it's a work of art. despite grokking the dynamics, it continues to be astounding just how vast the gulf between fact and market vibes are
and as usual, Collier does a fantastic job ripping the whole idea a new one in a most comprehensive manner
it's kinda hilarious how close "steelmanning" (as practiced by some) already is to this, but probably not far enough to be usable for that purpose on its own