Video analyses from All-In Podcast
14 public analyses·YouTube ↗
1:34:23Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment FailsAll-In Podcast · 2026-09-26All-In debates AI liability, Anthropic’s IPO risks, open-source model price collapse, and Meta’s viral Muse agent.
55:43Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA RepublicansAll-In Podcast · 2026-09-23Steve Hilton targets California’s 420,000 regulations, $6 gas, and one-party rule in a seven-week governor campaign.
25:30Luca Ferrari, Bending Spoons CEO: The $40K Start, Buying Product-Market Fit & Beating Private EquityAll-In Podcast · 2026-09-23Bending Spoons grew from a $40,000 seed into a $40 billion tech acquirer with 800 employees and 25%+ unlevered returns.
17:39Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the EngineAll-In Podcast · 2026-09-22Boom Supersonic’s XB1 broke Mach 1, targeting Mach 1.7 flights and 42-megawatt data-center power systems.
22:34Naveen Rao: 4D Computing, AI's Energy Wall & Beating BiologyAll-In Podcast · 2026-09-21Naveen Rao unveils Unconventional AI’s dynamical chip, targeting 1,000× efficiency and a product within two years.
23:52Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad MarketAll-In Podcast · 2026-09-20AppLovin’s Adam Foroughi explains its $50B mobile-game ad market, 84% EBITDA margins, and $6B buyback.
38:33Jared Isaacman: A New Era for NASA and American Space ExplorationAll-In Podcast · 2026-09-18NASA chief Jared Isaacman outlines Artemis 3 in 2027, Artemis 4 in 2028, and a nuclear-powered race against China
32:32Nick Shirley: Exposing Government Fraud, Suing California & Taking on the MediaAll-In Podcast · 2026-09-18California’s $236 billion rail project has no tracks, while Nick Shirley’s investigations expose government fraud.
43:51Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta’s FutureAll-In Podcast · 2026-09-17Meta’s Dina Powell McCormick highlights $50,000 teacher bonuses, AI workforce training, safer apps, and smart glasses.
18:10Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemAll-In Podcast · 2026-09-17Brad Gerstner says AI revenue, Anthropic, and power capacity—not hype—will determine whether the 2026 market rally continues.
27:31JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the MidtermsAll-In Podcast · 2026-09-15J.D. Vance defends Trump’s record on immigration, inflation, H-1B visas, Iran, and the $7 trillion deficit
1:04:24Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerAll-In Podcast · 2026-09-15SpaceX targets Mars within a decade as Starship, AI satellites, TerraFab, and peer-reviewed safety reshape its future.
36:33Satya Nadella on the AI Doomer Slowdown, Microsoft’s Master Plan & Who Wins AIAll-In Podcast · 2026-09-15Satya Nadella defends $80 billion Azure spending and urges safer, interoperable AI with measurable productivity gains.
46:46Jensen Huang: The Doomer Hoax, Superintelligence is Here, and The Future of AI (ft. President Trump)All-In Podcast · 2026-09-14Jensen Huang rejects AI doomsday predictions, defends open models, and says China may achieve advanced lithography by 2030.