Episode Details
| Title | AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes |
|---|---|
| Date | 5/31/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $ENERGY - Investing in robust energy markets is critical for economic growth, with a focus on renewables and storage options as the fastest deployable solutions.
- “I think the most critical thing we need to do is to make sure the energy markets stay robust. Meaning there's a lot of investment that people are making.” - Chamath (1:05:18)
- “We have ready supply of renewable and storage options today. It's the fastest thing that you can turn on.” - Chamath (1:17:11)
- 🟢 $AI - 🔒
- 🟢 $SEMI - 🔒
- 🟢 $RAREEARTH - 🔒
- 🟢 $STEEL - 🔒
- 🟢 $PHARMA - 🔒
- 🟢 $BATT - 🔒