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

2024-07-12 · 86 min · 42 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://twitter.com/yung_spielburg
→ references Allinpod company

0.77

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://linkedin.com/company/allinpod
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://rb.gy/tppkzl
→ references SPY:NYSEARCA website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://google.com/finance/quote/SPY:NYSEARCA
→ references @All In Tok website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://tiktok.com/@all_in_tok
→ references summit.allinpodcast.co website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://summit.allinpodcast.co/
→ references Cpi Inflation Report June person

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
→ references R6hJh OwoZw website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://youtu.be/R6hJh-OwoZw
→ references Ais 600b Question website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://sequoiacap.com/article/ais-600b-question
→ references Sp 500 Pe Ratio website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://ycharts.com/indicators/sp_500_pe_ratio
→ references Cbs News Poll Analysis Americans Rate Economy Partisan Lens website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
→ references Gen Ai Too Much Spend Too Little Benefit website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
→ references French Election Candidates Drop Rn Le Pen Victory website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html
→ references Joe Biden Democratic Nominee person

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
→ references What Obama And Pelosi Are Doing About Biden website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520
→ references Disastrous Biden Campaign Fundraising Takes Major Hit Rcna161214 website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214
→ references KOeARghNIaY website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://youtu.be/kOeARghNIaY

Entities found in this episode

websites 26

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://rb.gy/tppkzl
mentioned SPY:NYSEARCA website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://google.com/finance/quote/SPY:NYSEARCA
mentioned @All In Tok website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://tiktok.com/@all_in_tok
mentioned summit.allinpodcast.co website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://summit.allinpodcast.co/
mentioned R6hJh OwoZw website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://youtu.be/R6hJh-OwoZw
mentioned Ais 600b Question website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://sequoiacap.com/article/ais-600b-question
mentioned Sp 500 Pe Ratio website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://ycharts.com/indicators/sp_500_pe_ratio
mentioned Cbs News Poll Analysis Americans Rate Economy Partisan Lens website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
mentioned Gen Ai Too Much Spend Too Little Benefit website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
mentioned French Election Candidates Drop Rn Le Pen Victory website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html
mentioned What Obama And Pelosi Are Doing About Biden website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520
mentioned Disastrous Biden Campaign Fundraising Takes Major Hit Rcna161214 website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214
mentioned KOeARghNIaY website

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://youtu.be/kOeARghNIaY
references Tppkzl website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://rb.gy/tppkzl
references SPY:NYSEARCA website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://google.com/finance/quote/SPY:NYSEARCA
references @All In Tok website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://tiktok.com/@all_in_tok
references summit.allinpodcast.co website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://summit.allinpodcast.co/
references R6hJh OwoZw website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://youtu.be/R6hJh-OwoZw
references Ais 600b Question website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://sequoiacap.com/article/ais-600b-question
references Sp 500 Pe Ratio website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://ycharts.com/indicators/sp_500_pe_ratio
references Cbs News Poll Analysis Americans Rate Economy Partisan Lens website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens
references Gen Ai Too Much Spend Too Little Benefit website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf
references French Election Candidates Drop Rn Le Pen Victory website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html
references What Obama And Pelosi Are Doing About Biden website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520
references Disastrous Biden Campaign Fundraising Takes Major Hit Rcna161214 website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214
references KOeARghNIaY website

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://youtu.be/kOeARghNIaY

persons 6

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://twitter.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://twitter.com/yung_spielburg
mentioned Cpi Inflation Report June person

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
mentioned Joe Biden Democratic Nominee person

0.45

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html
references Cpi Inflation Report June person

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html
references Joe Biden Democratic Nominee person

0.38

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html

companys 6

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

Episode description as stored

(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