Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
From All-In with Chamath, Jason, Sacks & Friedberg
Published 7/12/2024
From All-In with Chamath, Jason, Sacks & Friedberg
Published 7/12/2024
(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: 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…
