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2026-10-02 · 01:22:29
All-In Podcast

Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

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6 个章节
  1. 00:00:00Bestie intros!
  2. 00:02:01Trump’s Super Intelligence Summit: Behind the scenes and how the accord was created and signed
  3. 00:17:57Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging
  4. 00:45:22Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more
  5. 01:00:24Midterm predictions, 2028 look ahead
  6. 01:09:28Media coverage of attempted terrorist hijacking
2026-09-26 · 01:34:23
All-In Podcast

Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

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7 个章节
  1. 00:00:00Bestie Intros: Favorite All-In Summit moments
  2. 00:03:54Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"
  3. 00:20:03Non-frontier performance and cost: What this means for frontier companies
  4. 00:29:22Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure
  5. 00:53:11Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama
  6. 01:07:58Meta launches Muse, AI "alignment," Oracle's Force Majeure
  7. 01:27:13Anthropic’s bio research and "wet lab" in SF
2026-09-15 · 01:04:24
All-In Podcast

Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger

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10 个章节
  1. 00:00:00SpaceX's Gwynne Shotwell joins The Besties!
  2. 00:01:45Gwynne's SpaceX story, selling rockets, and working for Elon
  3. 00:06:45Running modern day SpaceX: AI, Starlink, Rockets, and X
  4. 00:13:43Direct to cell with Starlink, retiring rockets, competition
  5. 00:18:34Data centers in space
  6. 00:22:00Management at SpaceX
  7. 00:27:37Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"
  8. 00:36:53Elon and Gwynne on their working relationship, Starship's future
  9. 00:46:16Terafab, Tesla, Flying cars?, merging Tesla and SpaceX
  10. 00:52:51Lying AIs, how to do AI peer review right
2026-08-29 · 01:36:41
All-In Podcast

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

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7 个章节
  1. 00:00:00Bestie intros: Recapping recent interviews and the state of American science
  2. 00:03:31China's Robot Olympics, Optimus update, Grok Bot
  3. 00:09:05Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed
  4. 00:33:32Bessent gets called out by Druckenmiller for bond market interference
  5. 01:01:33AI writing controversy: Druck used AI to write his WSJ Op-ed
  6. 01:15:00CIA Chief visits Moscow, Meta's settlement and new teen rules
  7. 01:22:52Science Corner: Moderna's mRNA cancer vaccine
2026-06-11 · 01:21:00
BG2Pod with Brad Gerstner and Bill Gurley

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang

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12 个章节
  1. 00:00:40Intro — SpaceX IPO in Two Days, Mythos Launches, Taiwan Takeaways
  2. 00:03:05xAI's Google & Anthropic Deals: Highest Operating Profit Per Gigawatt
  3. 00:13:28Elon Web Services — Nobody Had AI Compute in the SpaceX Model
  4. 00:19:08Data Centers Are Not Commodities: First-Principles Design
  5. 00:26:01Orbital Compute Economics: $5B Per Gigawatt in Space vs. $25B on the Ground
  6. 00:29:25The Most Underrated Variable: What Cursor Does for xAI's Model
  7. 00:35:05Bull & Bear Case — Can SpaceX Really 8X Revenue in 4 Years?
  8. 00:37:00Post-IPO Drawdowns, Lock-Ups & How to Size the Position
  9. 00:43:56Fable 5, Mythos & Why Snapshot Benchmarks Are Broken
  10. 00:51:00Frontier vs. Open Source: 90% of Revenue Accrues at the Frontier
  11. 01:04:11$1.5T in CapEx vs. $300B in AI Revenue — Does the Math Math?
  12. 01:18:13The Next $1 Trillion: Three Companies, Half the Time