All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

April 24, 2026 · 1 h 31 min

🎙️ Full episode

0:00 / 1:30:42

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!

() SpaceX-Cursor deal, compute as leverage

() SaaS bloodbath, debt bomb incoming, buy the dip?

() New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?

() SPLC indictment, out of control NGOs

() Science Corner: Potential cause discovered for colon cancer spike in young people

Apply for Summit 2026:

https://allin.com/events

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://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion

https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion

https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges

https://polymarket.com/event/will-spacex-acquire-cursor

https://polymarket.com/event/spacex-ipo-by

https://x.com/ttunguz/status/2046815725285945820

https://x.com/elonmusk/status/2032201568335044978

https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22

https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia

https://x.com/Benioff/status/2044981547267395620

https://www.apple.com/leadership/john-ternus

https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness

https://polymarket.com/event/next-ceo-of-apple

All episodes of All-In with Chamath, Jason, Sacks & Friedberg →