All-In with Chamath, Jason, Sacks & Friedberg

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

All-In Podcast, LLC 1h 25m 22 months ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

0:00 –:––

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Show Notes

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() Bestie intros!

() Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception

() AI sentiment turns bearish due to massive spend with little revenue

() A16Z's 20K GPU cluster

() Broad implications of France elections

() Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances

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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://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2

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.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024

https://youtu.be/R6hJh-OwoZw

https://www.sequoiacap.com/article/ais-600b-question

https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf

https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

https://x.com/natfriedman/status/1668650915505803266

https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html

https://x.com/CilComLFC/status/1810110921383010563

https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html

https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520

https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214

https://x.com/greenfield64/status/1811199262350532767

https://x.com/Olivianuzzi/status/1808924240529535352

https://x.com/peterjhasson/status/1811052411584164210

https://youtu.be/kOeARghNIaY

https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

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

Skim the episode first,then decide if it is worth listening.

Skim the episode first,
then decide if it is worth listening.