Wei and I took this discussion offline and came to the conclusion that "narrow AIs" without the urge to stabilize their values can also end up destroying humanity just fine. So this loose end is tidied up: contra Eliezer, a self-improving world-eating AI developed by stupid researchers using shallow insights won't necessarily go through a value freeze. Of course that doesn't diminish the danger and is probably just a minor point.
I'd expect a "narrow AI" that's capable enough to destroy humanity to be versed in enough domains to qualify as goal-directed (according to a notion of having a goal that refers to a tendency to do something consequentialistic in a wide variety of domains, which seems to be essentially the same thing as "being competent", since you'd need a notion of "competence" for that, and notions of "competence" seem to refer to successful goal-achievement given some goals).
I have stopped understanding why these quotes are correct. Help!
More specifically, if you design an AI using "shallow insights" without an explicit goal-directed architecture - some program that "just happens" to make intelligent decisions that can be viewed by us as fulfilling certain goals - then it has no particular reason to stabilize its goals. Isn't that anthropomorphizing? We humans don't exhibit a lot of goal-directed behavior, but we do have a verbal concept of "goals", so the verbal phantom of "figuring out our true goals" sounds meaningful to us. But why would AIs behave the same way if they don't think verbally? It looks more likely to me that an AI that acts semi-haphazardly may well continue doing so even after amassing a lot of computing power. Or is there some more compelling argument that I'm missing?