(0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow Nikesh: <a href= "https://x.com/nikesharora">https://x.com/nikesharora</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/@allin">https://www.tiktok.com/@allin</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://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now"> https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now</a> <a href= "https://x.com/chamath/status/2112757725369348417">https://x.com/chamath/status/2112757725369348417</a> <a href= "https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718"> https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718</a> <a href= "https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security"> https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security</a> <a href= "https://x.com/eastdakota/status/2113079352682570051">https://x.com/eastdakota/status/2113079352682570051</a> <a href= "https://x.com/nsacyber/status/2112903220209098897">https://x.com/nsacyber/status/2112903220209098897</a> <a href= "https://abliteration.ai">https://abliteration.ai</a> <a href= "https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html"> https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html</a> <a href= "https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21"> https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21</a> <a href= "https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd"> https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd</a> <a href= "https://x.com/visegrad24/status/2111542897598455888">https://x.com/visegrad24/status/2111542897598455888</a> <a href= "https://polymarket.com/event/france-declares-state-of-emergency-byptptpt"> https://polymarket.com/event/france-declares-state-of-emergency-byptptpt</a> <a href= "https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt"> https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt</a> <a href= "https://x.com/GOP_is_Gutless/status/2112157762981347373">https://x.com/GOP_is_Gutless/status/2112157762981347373</a>

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