AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

The episode begins with updates on the All-In Summit, setting the stage for a deep dive into the current state of AI. The discussion examines whether the slowdown in AI enthusiasm signals a bubble or a healthy market correction. Meta's decision to freeze AI hiring is scrutinized, questioning whether this indicates a broader deceleration in the AI talent wars. Political discourse shifts to Gavin Newsom's potential as the early front-runner for the 2028 Democratic presidential nomination. The episode concludes with an analysis of Trump's two summits concerning the Russia-Ukraine conflict, exploring potential outcomes and geopolitical implications.