Fresh signs of an AI slowdown rattle markets and raise new questions about the investment boom. Capital markets feel the ripple effects as Leslie Picker examines what a slowdown could mean for the IPO pipeline. Jim VandeHei and Mike Allen, co-founders of Axios and authors of Simplify, discuss how AI is reshaping work and everyday life as Washington wrestles with the politics of the technology. KKR’s Henry McVey breaks down the market implications and whether the AI investment cycle can keep powering stocks.