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cover of episode 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

2025/5/31
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
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Jason Calacanis: 我认为AI可能导致大规模失业，尤其是在卡车司机和Uber司机等职业中。我担心AI末日论不仅仅是技术问题，背后还隐藏着更深层的政治和经济议程。我们需要认真对待AI可能带来的社会影响，并为可能出现的失业潮做好准备。 David Sacks: 我认为AI实际上会创造更多就业机会。AI提高了资本回报率，因此企业会增加投资，从而创造更多工作岗位。我不认为AI会像人们担心的那样摧毁就业，相反，它会推动经济增长和创新。 Chamath Palihapitiya: 我认为现在对AI安全性的警告与Anthropic的关键融资时刻密切相关。我认为这是一种非常聪明的商业策略。这些公司需要找到一个角度来吸引投资，而夸大AI的风险是一种有效的方式。此外，有效利他主义运动正在推动全球AI治理，这背后存在着特定的意识形态和政治议程。 David Friedberg: 我认为AI确实存在风险，比如可能发展成超出我们控制的超级智能。但是，我认为这些担忧被过度炒作了。我们不能只关注一种风险，而忽略其他风险，比如中国在AI竞赛中获胜。我认为，与其过度监管AI，不如专注于创新和竞争。

Deep Dive

Shownotes Transcript

(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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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)