Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
August 29, 2026 · 1 h 37 min
🎙️ Full episode
No time for the whole episode?
A debrief is a short AI summary of this episode, written and voiced: the key takeaways, notable quotes, and the moments worth hearing in full. It takes a few minutes to make. Free during the beta, up to 5 new debriefs a week.
Show notes
() 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
Come hang with the Besties at the All-In Summit | September 13-15:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html
https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
https://polymarket.com/event/largest-company-end-of-december-2026
https://www.cnbc.com/2026/08/18/treasury-yields-.html
https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html
https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6
https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by
All episodes of All-In with Chamath, Jason, Sacks & Friedberg →