Episode Details

(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://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

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