All in Podcast
@allin·1.1M subscribers·933 videos
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Posted
August 29, 2026
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August 29, 2026
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1:36:41Now Playing(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
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#allin #tech #news
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