Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

ALL-IN PODCAST Jul 12, 2024 with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros!
(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Partisan economic perception
(20:48) AI sentiment turns Bearish due to massive spend with little revenue
(40:51) A16Z's 20K GPU cluster
(46:41) Broad implications of France elections
(1:06:10) Hot swap update: President Biden holds firm as backers flee, chaos in the press corps, speed-run primary chances

https://www.youtube.com/watch?v=w30WLkNU47g