(0:00) Bestie intros!
(0:11) Ken Griffin's AI bubble warning
(8:19) Palo Alto Networks CEO Nikesh Arora joins
(14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead
(44:17) France on the brink: Riots, immigration referendum, debt crisis
(1:31:49) Trump's second half strategy, Press Secretary J-Cal?
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Intro Music Credit:
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Referenced in the show:
https://x.com/chamath/status/2112757725369348417
https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718
https://x.com/eastdakota/status/2113079352682570051
https://x.com/nsacyber/status/2112903220209098897
https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html
https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21
https://x.com/visegrad24/status/2111542897598455888
https://polymarket.com/event/france-declares-state-of-emergency-byptptpt
https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt