Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stor
(0:00) Bestie intros
(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
(20:20) China's advantage and green shoots for the US economy
(34:12) Frontier Labs say "SLOW DOWN AI"
(1:01:15) Why are frontier labs "burning books"?
(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
(1:24:44) Science Corner: Understanding and mapping the brain
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Referenced in the show:
https://www.cnbc.com/2026/07/3....0/leopold-aschenbren
https://www.wsj.com/finance/ci....tadel-buys-situation
https://polymarket.com/event/f....ed-decision-in-septe
https://situational-awareness.ai
https://www.cnbc.com/quotes/US30Y
https://x.com/nicolasfulghum/s....tatus/20820838845780
https://theprint.in/science/br....eakthrough-china-art
https://www.pacingthefrontier.com/
https://www.cnbc.com/2026/07/2....9/openai-cfo-sarah-f
https://www.dwarkesh.com/p/why....-compute-might-get-1
vhttps://www.reuters.com/world/....china/china-starts-p
https://www.google.com/finance..../beta/quote/ASML:NAS
https://www.cnbc.com/2026/07/2....7/cxmt-china-market-
https://polymarket.com/event/ipos-before-2027
https://polymarket.com/event/u....s-enacts-ai-safety-b
https://x.com/v_nefodov/status/2082927219224060043
https://www.wsj.com/opinion/th....e-ai-future-is-for-e
https://punchbowl.news/article..../tech/thune-anthropi
https://www.wsj.com/tech/ai/an....thropic-doubles-midt
https://x.com/OpenAI/status/2082577277246972300
https://www.carltonfields.com/....insights/publication
https://x.com/Jason/status/2082577230941557068
https://www.tomshardware.com/t....ech-industry/artific
https://www.404media.co/ai-com....panies-are-buying-to
https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s
https://arxiv.org/pdf/2602.16417
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