The All-Index
E230May 31, 2025

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

Takes
3
Companies
2
SacksSacksBullish

Sacks supports government-backed protection of US Steel and strategic industries like steel and rare earths, arguing the 'free market' was distorted by Chinese WTO subsidies and dumping, making government intervention necessary for national security.

steel production is definitely strategic. Steel, aluminum, and I'd say the rare earths, we have to have that capacity. We cannot be completely dependent on China for our supply chain.
ChamathChamathBullish

Chamath is bullish on the Nippon-US Steel deal structure as a model for strategic government partnership — with a 'golden vote' — arguing it can revive a stranded asset and create long-term value, similar to national champion frameworks in Brazil, the UK, and China.

I think this is a really important example of things that we need to copy... this strategy has worked for many other countries really well
ChamathChamathMixed

Chamath argues Anthropic strategically times AI safety warnings to coincide with fundraising rounds, serving a smart business agenda, while also acknowledging Claude is a genuinely great product — making it a savvy but self-interested actor rather than a purely altruistic one.

it seems that these safety warnings tend to be pretty coincidental with key fundraising moments in Anthropic's journey... I think that there is a very smart business strategy here