Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros

(0:23) AI updates: On-prem comeback, token budgets surpass salaries

(19:19) Prediction markets: Super Bowl insider trading, how to police?

(28:44) All-In Liquidity: The ultimate investor conference

(32:48) CBO report: Death spiral, growth opportunity, or golden age?

(48:06) State of the economy and US jobs

(1:03:22) Ferrari's fully electric car goes viral

Apply for Liquidity:

https://allinliquidity.com

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/Jason/status/2021272988100984862

https://x.com/chamath/status/2022009107964899755

https://x.com/chamath/status/2021991383327027322

https://lobstertank.co/?v=1

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026

https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/

https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012

https://www.youtube.com/watch?v=SzuvVcH2amc

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://fred.stlouisfed.org/series/FYONGDA188S

https://fred.stlouisfed.org/series/FYFRGDA188S

https://x.com/RealEJAntoni/status/2021608233866027065

https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice

https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens

https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756

https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06

Avsnitt(353)

Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

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Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

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Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

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(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael...

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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

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(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid...

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Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

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(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going...

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Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix

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