Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
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(0:00) Bestie intros! (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? 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, chaos in the press corps, speed-run primary chances

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