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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 12 July 2024

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(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

Apply for All-In Summit: https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

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

Transcript

Click on a timestamp to play from that location

0:00.0	he's ready to go. Is that official merch? I got it online so I hope she's getting royalty. I hope it's not. I hope it's not a Fegasey.
0:09.4	A Fugasy? Fugasy? What's up with your outfit, Jaycal? You go on Fox News again?
0:14.8	Dude, he just signed on to... He just signed on to pick up a
0:18.0	full-time dealer.
0:19.0	Every week. He's a contributor.
0:22.0	You're a contributor. Days a contributor. You're a contributor.
0:23.0	He days a week.
0:24.0	They're paying me.
0:25.0	That's hysterical.
0:26.0	What?
0:28.0	For real. For real.
0:29.0	Yeah, he's the newest contributor.
0:30.0	Oh my God, that's incredible.
0:32.0	Do they know you have TDS? Do they know about that? contributor. Oh my God that's incredible. Jesse loves me.
0:33.0	Do they know you have TDS?
0:34.0	Do they know about that?
0:35.0	No, they're looking for a moderate.
0:37.0	They want a moderate independent sinker and they love no stracanus.
0:40.0	They're branding no stracanus.
0:42.0	He has to finish this in two hours because he's taping with Jesse Waters.
0:45.0	Oh my God.
0:46.0	Honestly, I will say that I saw both of your appearances on Jesse Waters and I thought you crushed both of them.
	...

Transcript will be available on the free plan in -216 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.