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

Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

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(349)

E159: The Bestie Awards! Recapping the best and worst of 2023

E159: The Bestie Awards! Recapping the best and worst of 2023

(0:00) Welcome to the fourth annual Bestie Awards! (4:14) Biggest Political Winner (10:26) Biggest Political Loser (15:14) Biggest Political Surprise (23:02) Biggest Business Winner (26:50) Biggest Bu...

29 Joulu 20231h 22min

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the d...

23 Joulu 20231h 47min

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel ...

16 Joulu 20231h 39min

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the ro...

8 Joulu 20231h 32min

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why pro...

1 Joulu 20232h 9min

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental sta...

17 Marras 20231h 56min

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context a...

11 Marras 20231h 50min

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its "Cronkite Moment" (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, und...

3 Marras 20231h 28min

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