Serious philosophers argue this both ways. Say so before your friend does.
If nature is all there is, your brain was built by causes that do not think. Selection cared whether you ran from the tiger.
It did not care whether your view of reality was right. So why trust that brain on the deepest questions?
C. S.
Lewis and Victor Reppert call it the argument from reason. Alvin Plantinga tightened it into the Evolutionary Argument Against Naturalism.
Darwin himself worried about it in a letter. The best witness is not a Christian.
Thomas Nagel is an atheist thinker. His book Mind and Cosmos carries the subtitle "Why the Materialist Neo-Darwinian Conception of Nature Is Almost Certainly False." He still turns down theism, and says so plainly.
David Chalmers named the hard problem of consciousness. Why is there something it is like to be you?
Physics can map the wiring. It does not hand you the experience.
Theism expects minds at the base of reality. Materialism has to make minds out of stuff that has none.
Getting the world right does help you survive. An animal badly wrong about its surroundings dies.
Reliable senses in daily life, plus logic, maths and science as error-checkers, carry you the rest of the way. And the blade cuts both ways.
Your theology comes from the same evolved brain. On consciousness, panpsychism and Nagel's own godless teleology are live options.
"Materialism struggles" does not add up to "therefore a personal God."
Contested. Use Nagel's framing, not a gotcha.
Honest atheists see that mind is a deep oddity for materialism. Never claim atheists cannot reason.
They plainly can, and the argument never said otherwise.
"Which picture of reality would you expect minds to show up in? That's the question I keep landing on."


Getting the world right helps you survive, and logic and science check the rest.
The standard reply is strong. Minds that track truth help their owners survive, because an animal badly wrong about its world dies. Reliable senses in daily life, plus error-checking tools like logic, maths and science, carry you the rest of the way.
The naturalist need not claim that raw intuition is reliable about metaphysics. And note that the blade cuts both ways. Theistic metaphysics comes out of the same evolved brain.
As for consciousness, mysterianism, panpsychism and Nagel's own godless teleology are all live options. 'Materialism struggles' does not add up to 'therefore a personal God'. Nagel himself, honest to the end, refuses that step.
Contested — use it as Nagel does, and never say atheists cannot reason.
Contested, and Nagel is the right way to present it. Not 'gotcha, atheism refutes itself', but 'even honest atheists see that mind is a deep anomaly for materialism'.
Use it as a comparison of world pictures. Which one expects minds to exist at all? Never use it as a claim that atheists cannot reason. They visibly can, and the argument does not say otherwise.