(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad: <a href="https://x.com/altcap">https://x.com/altcap</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://truthsocial.com/@realDonaldTrump/posts/115340993884364431"> https://truthsocial.com/@realDonaldTrump/posts/115340993884364431</a> <a href= "https://x.com/RapidResponse47/status/1972726021196562494">https://x.com/RapidResponse47/status/1972726021196562494</a> <a href= "https://x.com/JasonJournoDC/status/1976080696209760487">https://x.com/JasonJournoDC/status/1976080696209760487</a> <a href= "https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22"> https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22</a> <a href= "https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize"> https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize</a> <a href= "https://x.com/BillAckman/status/1976307397099471229">https://x.com/BillAckman/status/1976307397099471229</a> <a href= "https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013"> https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013</a> <a href= "https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228"> https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228</a> <a href= "https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html"> https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html</a> <a href= "https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens"> https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens</a> <a href= "https://x.com/libsoftiktok/status/1965294885373947928">https://x.com/libsoftiktok/status/1965294885373947928</a> <a href= "https://x.com/CollinRugg/status/1972716966831120601">https://x.com/CollinRugg/status/1972716966831120601</a> <a href= "https://x.com/unlimited_ls/status/1975302286969631204">https://x.com/unlimited_ls/status/1975302286969631204</a> <a href= "https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101"> https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101</a> <a href= "https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/"> https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/</a> <a href= "https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts"> https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts</a> <a href= "https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461"> https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461</a> <a href= "https://x.com/wallstreetapes/status/1976030014614421936">https://x.com/wallstreetapes/status/1976030014614421936</a> <a href= "https://x.com/ericldaugh/status/1976020869752508907">https://x.com/ericldaugh/status/1976020869752508907</a> <a href= "https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42">https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42</a> <a href= "https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html"> https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html</a> <a href= "https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html"> https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html</a> <a href= "https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545"> https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545</a>

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