(0:00) Bestie intros
(1:59) What's new with the All-In Summit
(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?
(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?
(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee
(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?
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Referenced in the show:
https://x.com/autismcapital/status/1958566758719398351
https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo
https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html
https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html
https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4
https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html
https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
https://polymarket.com/event/democratic-presidential-nominee-2028
https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000
https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx
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