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

The episode kicks off with the signature bestie intros. The discussion then shifts to the macroeconomic picture, debating whether a soft landing is secured and the potential for a rate cut, alongside the partisan perception of the economy. They delve into the bearish sentiment around AI due to high spending and low revenue. The conversation moves to A16Z's ambitious 20K GPU cluster project. They explore the broad implications of the recent elections in France. The episode wraps up with an update on the political scene, focusing on President Biden's firm stance amid fleeing backers, chaos in the press corps, and the speed-run primary chances.