All-In with Chamath, Jason, Sacks & Friedberg
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Show Notes
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() Bestie intros: Recapping recent interviews and the state of American science
() China's Robot Olympics, Optimus update, Grok Bot
() Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
() Bessent gets called out by Druckenmiller for bond market interference
() AI writing controversy: Druck used AI to write his WSJ Op-ed
() CIA Chief visits Moscow, Meta's settlement and new teen rules
() Science Corner: Moderna's mRNA cancer vaccine
Come hang with the Besties at the All-In Summit | September 13-15:
http://theallinsummit.com
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