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

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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

Episoder(350)

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

E29: Coinbase goes public, direct listings vs. IPOs, portfolio management, unions & more with Bestie Guestie Brad Gerstner

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/altcap Follow the pod: https://twitter.com/...

17 Apr 20211h 18min

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

1 Apr 20211h 20min

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

Sacks' Inflation Deck: https://docs.google.com/presentation/d/1vBeh__Kyf57jfhWPOQXaU64VdLaowQBAHwXjBzuVSPs/edit?usp=sharing Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis...

27 Mar 20211h 14min

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

View the State of VC deck here: https://rb.gy/wfan6j Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the...

20 Mar 20211h 17min

E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more

E25: Biden's vaccine mandate, "equity" in distribution, NFT speculation, impact of inflation & more

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

13 Mar 20211h 9min

E24: Markets trend down, political manipulation via COVID "Zeroism," stimulus breakdown, biological Patriot Act

E24: Markets trend down, political manipulation via COVID "Zeroism," stimulus breakdown, biological Patriot Act

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

6 Mar 20211h 10min

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

20 Feb 20211h 24min

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/vladtenev Follow the pod: https://twitter.c...

13 Feb 202149min

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