AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

(0:00) Bestie intros!

(1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation

(25:17) Doom vs Boom in AI: Job Destruction or Abundance?

(52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues

(1:17:14) US Steel/Nippon Steel deal: national champions and golden votes

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo

https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025

https://www.aipanic.news/p/the-ai-existential-risk-industrial

https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill

https://x.com/nypost/status/1760623631283954027

https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke

https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken

https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312

https://x.com/chamath/status/1927847516500009363

https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html

https://x.com/DavidSacks/status/1927796514337746989

https://x.com/StephenM/status/1926715409807397204

https://x.com/neilksethi/status/1926981646718206243

https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story

https://x.com/chamath/status/1928536987558105122

https://x.com/chamath/status/1927373268828266795

https://fred.stlouisfed.org/series/FYFRGDA188S

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html

https://truthsocial.com/@realDonaldTrump/posts/114558783827880495

Jaksot(350)

In conversation with Mark Cuban

In conversation with Mark Cuban

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John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

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OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Me...

27 Syys 20241h 35min

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government wast...

20 Syys 20241h 24min

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

(0:00) Bestie intros! Jason goes "Founder Mode" (1:03) All-In Summit lineup announcement (9:01) Understanding "Founder Mode" (32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode" (52:28...

6 Syys 20241h 35min

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

(0:00) Bestie intros: Buttons are back for fall (1:48) Reid Hoffman joins the show, reminiscing on PayPal stories with Sacks (7:52) State of AI: Nvidia, cluster buildouts, competition (19:51) OpenAI's...

30 Elo 20242h 11min

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of ...

23 Elo 20241h 31min

Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive

Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive

(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work cult...

16 Elo 20241h 46min

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