Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

The besties discuss the sharp selloff in chip stocks and the margin call on Leopold Aschenbrenner's massive AI-focused hedge fund. They examine China's progress in domestic chipmaking tools and green shoots for the US economy. The conversation turns to frontier AI labs signaling a slowdown as compute costs skyrocket and scaling yields diminishing returns. A segment on socialist grocery stores illustrates the failure of price controls, and the science corner touches on efforts to map the brain.