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SCOUT· 28%1h 25m·2024-07-12·Technology
SCOUT· 28%1h 25m·2024-07-12·TechnologyBiden chaos, Soft landing secured? AI sentiment turns bearish, French elections
All-In with Chamath, Jason, Sacks & Friedberg
(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…
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SCOUT
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