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

(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
Come hang with the Besties at the All-In Summit | September 13-15:
theallinsummit.com
Follow the besties:
x.com/chamath
x.com/Jason
x.com/DavidSacks
x.com/friedberg
Follow on X:
x.com/theallinpod
Follow on Instagram:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@allin
Follow on LinkedIn:
linkedin.com/company/allinpod
Intro Music Credit:
rb.gy/tppkzl
x.com/yung_spielburg
Intro Video Credit:
x.com/TheZachEffect
Referenced in the show:
cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html
finance.yahoo.com/markets/stocks/article/how-n…
nvidianews.nvidia.com/news/nvidia-announces-fi…
polymarket.com/event/largest-company-end-of-de…
cnbc.com/2026/08/18/treasury-yields-.html
cnbc.com/2026/08/24/bessent-1-trillion-treasur…
seekingalpha.com/news/4636322-wall-street-sees…
wsj.com/opinion/let-the-bond-market-speak-8152…
wsj.com/world/cia-director-john-ratcliffe-make…
polymarket.com/event/russia-x-ukraine-ceasefir…