May 31 2025
- Sacks wearing Brioni
- AIS 2025
- AI Doomerism
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Anthropic CEO predicts layoffs to rise
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AI has risks but seems these guys have a pattern of creating sensationalism
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When you have more leverage possible - then you do more - just because software can be written by AI models - now you will see more investment, not less
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Premise that AI destroys jobs is wrong because it ignores the much higher return on capital that you will get when you use AI
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Is there any correlation between these pronouncements from Anthropic and their fund raising activity?
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There seems to be a whole industrial complex of this
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There is a lot of patterns here
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Dustin Moskovitz is apparently involved - Dario’s family is also apparently involved
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The agenda here is global AI governance maybe?
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Global Compute governance proposing all kinds of globalist AI regulations
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This seems similar to Biden AI agenda also
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Powerful Biden staffers work at Anthropic (Elizabeth Kelly, Tarun Chhabra, etc)
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So Anthropic, Biden administration and Dustin Moskovitz (EA) are all interlinked it seems
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Existential risk (x risk) is not the only risk - what about China winning the AI race?
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Tried and true tactic of people who want to give more power to the government by scaring people
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Government control of AI is the biggest risk with AI (and a risk that we have evidence for - see what happened with woke AI last year and how people involved with the AI were infusing the AI with their left wing biases)
- Biden admin was almost requiring DEI to be part of the models
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Effective Altruism holier than thou types
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The EA ideology is trying to lock down compute
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Satya (Nadella) talks about how AI and automation might affect GDP growth
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Every technological revolution has only made people’s lives better
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Its a power grab to give the government and these orgs all this power before the problem is here
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Entry level jobs and new grad jobs will be harder to come by - they can go to smaller and younger companies
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Be AI-native from the jump
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- Life with AI
- Will AI hit management jobs first or entry level?
- Is it a false narrative that any 1 country will “win” the AI race? Who won the industrial revolution or the internet revolution?
- AI has economic benefits and military benefits
- Big Beautiful Bill
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DOGE cuts can’t happen in BBB because its a reconciliation bill but it can happen in a separate rescission bill
- DOGE affects discretionary spending
- This bill affects mandatory spending
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CBO scoring affects perception of the bill
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Chamath expects GDP growth above 3% in the next cycle
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Medicaid spending even after cut is 40% above pre-covid level
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Even SNAP spending grew too much so even after cut its still much higher than pre-covid level
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Peter Navarro op-ed should be read
- Points out how GDP growth numbers are higher than what CBO had estimated
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Deregulation will also help GDP growth (easier faster to build factories, start new drugs, etc)
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Federal receipts as percentage of GDP
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Federal net outlays as % of GDP
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The US is short on power
- Can do solar and get power demand fixed today - everything else is going to take much longer
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- US Steel/Nippon Steel deal
- Biden had blocked it - Trump approved it
- New precedent in US (similar to other countries) where government can invest in a company
- What is the balance between allowing free market and avoiding crony capitalism vs government playing favorites?
- This is a slippery slope - bureaucrats will make this worse
- Govt should instead fix $4.5T of social security funds
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