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

The All-In besties discuss Ken Griffin's stark warning that AI is almost certainly in a bubble, and are joined by Palo Alto Networks CEO Nikesh Arora to break down a major PHP zero-day exploit that sparked a cyber panic. The conversation shifts to France, where surging bond yields, massive protests, and an immigration referendum have pushed the country to the brink. They also touch on Trump's second-half strategy and a recurring joke about Jason becoming press secretary.