(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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Referenced in the show:

https://youtu.be/R6hJh-OwoZw