Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
5Description
(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 update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://x.com/teddyschleifer/status/1811423421861113915
https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
https://fred.stlouisfed.org/series/UNRATE
https://www.google.com/finance/quote/SPY:NYSEARCA
https://ycharts.com/indicators/sp_500_pe_ratio
https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
https://www.sequoiacap.com/article/ais-600b-question
https://x.com/natfriedman/status/1668650915505803266
https://x.com/CilComLFC/status/1810110921383010563
https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
https://x.com/greenfield64/status/1811199262350532767
https://x.com/Olivianuzzi/status/1808924240529535352
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