E187: Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

Jul 12, 2024

(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

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Referenced in the show:
https://x.com/teddyschleifer/status/1...
https://www.cnbc.com/2024/07/11/cpi-i...
https://www.barrons.com/livecoverage/...
https://fred.stlouisfed.org/series/UN...
https://www.google.com/finance/quote/...
https://ycharts.com/indicators/sp_500...
https://www.cbsnews.com/news/cbs-news...
https://www.morningstar.com/news/mark...
• Trump verdict, COVID Cover-up, Crypto...
https://www.sequoiacap.com/article/ai...
https://www.goldmansachs.com/intellig...
https://www.theinformation.com/articl...
https://x.com/natfriedman/status/1668...
https://www.dailymail.co.uk/news/arti...
https://x.com/CilComLFC/status/181011...
https://www.nytimes.com/2024/07/10/op...
https://www.politico.com/newsletters/...
https://www.nbcnews.com/politics/2024...
https://x.com/greenfield64/status/181...
https://x.com/Olivianuzzi/status/1808...
https://x.com/peterjhasson/status/181...
• Hot Swap growing, donors revolt, Pres...
https://www.semafor.com/article/07/07...

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