All-In with Chamath, Jason, Sacks & Friedberg
Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
Fri, 12 Jul
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(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
Full Episode
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 a fugazi.
A fugazi? Fugazi?
What's up with your outfit, J. Cal? You going on Fox News again? Dude, he just signed on to become a contributor. Wait, what? He's a contributor. You're a contributor to Fox News. They're paying me. That's hysterical. Wait, what? For real. Yeah, he's the newest contributor. Oh, my God. That's incredible. Do they know you have TDS?
Fox Business loves me. No, they're looking for a moderate. They want a moderate independent thinker, and they love Nostracanus.
They're branding Nostracanus. He has to finish this in two hours because he's taping with Jesse Waters.
Oh, my God. Honestly, I will say that I saw both of your appearances on Jesse Waters, and I thought you crushed both of them. Totally. You were excellent. I think it's actually a good move for them. I like the idea. Sacks. You would love for me to be a contributor on Fox. I would.
You would. I'm pulling your leg. I'm pulling your leg. I'm pulling your leg. They haven't made the effort. They haven't made the effort. I want your training to continue, young Padawan. Oh, really? This is like I will bring ballots to the force? Yes, yes. You're the chosen one. You are my brother, Anakin. You were supposed to bring ballots to the force, Anakin. Let your winners ride.
Rain Man, David Sasson. All right, everybody, welcome back to the number one podcast in the world. It's been confirmed by the CEO of Beep, who told us we are the Beep podcast on his platform. It's episode 186. From the home office in Italy, the chairman, dictator Chamath Palihapitiya. How you doing, brother? Hello, Jason. How are you? We're good. We're good.
We can see that we are definitely in July now because we have one button to go for August. And so it's kind of like the sundial. You know, the Greeks, we created the sundial, math, plumbing, philosophy, democracy, all these great things. And the Italians, you guys created...
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