(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine Come hang with the Besties at the All-In Summit | September 13-15: <a href= "http://theallinsummit.com">http://theallinsummit.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/@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.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html">https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html</a> <a href= "https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html"> https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html</a> <a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027</a> <a href= "https://polymarket.com/event/largest-company-end-of-december-2026"> https://polymarket.com/event/largest-company-end-of-december-2026</a> <a href= "https://www.cnbc.com/2026/08/18/treasury-yields-.html">https://www.cnbc.com/2026/08/18/treasury-yields-.html</a> <a href= "https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html"> https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html</a> <a href= "https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes"> https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes</a> <a href= "https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74">https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74</a> <a href= "https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6"> https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6</a> <a href= "https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by"> https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by</a>

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

All-In with Chamath, Jason, Sacks & Friedberg

AI Chapters

AI Insights

Reviews