Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
All-In with Chamath, Jason, Sacks & Friedberg

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

B2Upper-intermediateAugust 29, 20261h 36m

(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: http://theallinsummit...

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B2 · Upper-intermediate

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All right, everybody, welcome back to the number one podcast in the world. Your favorite podcast, your podcast, your favorite podcast. Yes, it's the All In podcast. The Core Four, the Fantastic Four.

0:10

The original quartet is here. David Freiburg, hot off of his deep state conspiracy interview with Eric Weinstein. Amazing. He did a little run to DC.

0:20

Great episode, Freiburg. It was fun. Eric is one of a kind. I saw Kratios too, kind of two sides of the coin of science in America.

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