AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

(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:
bloomberg.com/news/articles/2026-10-20/ken-gri…
x.com/chamath/status/2112757725369348417
abcnews.com/Technology/urgent-security-fix-iss…
thephp.foundation/blog/2026/10/21/todays-php-s…
x.com/eastdakota/status/2113079352682570051
x.com/nsacyber/status/2112903220209098897
abliteration.ai
nytimes.com/2026/10/21/world/europe/macron-tru…
reuters.com/world/europe/french-10-year-bond-y…
wsj.com/finance/investing/french-government-bo…
x.com/visegrad24/status/2111542897598455888
polymarket.com/event/france-declares-state-of-…
polymarket.com/event/moodys-or-sp-downgrades-f…
x.com/GOP_is_Gutless/status/2112157762981347373