Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
You want this in the voice of George Carlin, huh? All right, here’s a Carlin-flavored rewrite of that rundown. No extra fluff, just the cadence with a bite. - 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 Follow the besties, if you must: - Chamath on X - Jason on X - David Sacks on X - Friedberg on X Follow on X: - The All-In Pod Follow on Instagram: - The All-In Pod Follow on TikTok: - All-In Follow on LinkedIn: - The All-In Pod Intro Music Credit: - That pushy opener, and the guy with the whistle Intro Video Credit: - The Zach Effect, with the goofy ...