(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity: <a href= "https://allinliquidity.com">https://allinliquidity.com</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3"> https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3</a> <a href= "https://x.com/mattshumer_/status/2021256989876109403">https://x.com/mattshumer_/status/2021256989876109403</a> <a href= "https://x.com/Jason/status/2021272988100984862">https://x.com/Jason/status/2021272988100984862</a> <a href= "https://x.com/chamath/status/2022009107964899755">https://x.com/chamath/status/2022009107964899755</a> <a href= "https://x.com/chamath/status/2021991383327027322">https://x.com/chamath/status/2021991383327027322</a> <a href= "https://lobstertank.co/?v=1">https://lobstertank.co/?v=1</a> <a href= "https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a> <a href= "https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026"> https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026</a> <a href= "https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/"> https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/</a> <a href= "https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012"> https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012</a> <a href= "https://www.youtube.com/watch?v=SzuvVcH2amc">https://www.youtube.com/watch?v=SzuvVcH2amc</a> <a href= "https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a> <a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href= "https://x.com/RealEJAntoni/status/2021608233866027065">https://x.com/RealEJAntoni/status/2021608233866027065</a> <a href= "https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice"> https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice</a> <a href= "https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens"> https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens</a> <a href= "https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756"> https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756</a> <a href= "https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06"> https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06</a>

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