grobstein comments on Rationality is Systematized Winning - Less Wrong
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This is a classic point and clearer than the related argument I'm making above. In addition to being part of the accumulated game theory learning, it's one of the types of arguments that shows up frequently in Derek Parfit's discussion of what-is-rationality, in Ch. 1 of Reasons and Persons.
I feel like there are difficulties here that EY is not attempting to tackle.