Daily clips of the world’s leading techno-optimists. 🚀
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.@DavidSacks on what @nvidia's latest numbers mean for the AI bubble narrative:
“The other narrative that’s getting shredded today is that this AI CapEx is a bubble.”
Nvidia guided to roughly 70% growth next year. Even after the stock’s jump, Sacks points out it’s trading at just 12 times earnings.
— David Sacks on @theallinpod
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Dive deep into the full episode of @theallinpod here:
piped.video/watch?v=1u5dMAKl…
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Palantir Co-Founder Joe Lonsdale's prediction for the 2030s:
1) Decade of disinflation
2) We're going to all get rich
3) We won't need to raise taxes
4) We're going to start growing faster
5) The deficit will come under control
"If you get productivity up to 3% to 5%, which you 100% should be able to do with these things... that solves the deficit problem."
— @JTLonsdale, @8vc founding partner and @PalantirTech co-founder, on @SquawkCNBC
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.@JensenHuang, CEO of @nvidia, on where the world's open-source AI is actually coming from:
"Probably the vast majority of the world's contribution to open source today is coming from China.
They just have a lot more engineers... They produce science and math students in volume.
They're manufacturing them through amazing universities like Tsinghua University in high volume."
— Jensen Huang at the @theallinpod Summit
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Barack Obama on why he believes AI has reached a turning point:
“I do not believe that this technology is overhyped.”
He points to what he calls “recursive learning,” saying AI models are becoming increasingly capable of teaching themselves.
— @BarackObama at a DCCC fundraiser in Manhattan, Sept. 10, 2026.
Source: @cspan
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.@elonmusk on a catastrophic AI scenario:
“If it were able to take control of military systems and, say, launch a nuke…”
Musk says the risk changes dramatically when AI can interact with critical systems in the real world.
— Elon Musk at @theallinpod's All-In Summit
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.@glangley, CEO of Flock Safety, on the scale of what his license plate cameras have done:
"If you look at like last year, we've had a tremendous impact on the country, north of a million crimes solved using Flock, north of 10,000 people found who were missing.
And that's everything from our grandparents with dementia to our children.
Just last week in Atlanta, there was a stolen car that happened to have a two-year-old in the backseat. And thankfully, because of very hard work by Atlanta Police Department and our cameras, that little kid was safe to return within the hour."
— Garrett Langley, CEO of @flocksafety, with @Jason on @theallinpod
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A reporter challenged Solana Foundation president Lily Liu on why Bitcoin even belongs in the conversation. Her answer:
"As to your comment as to why Bitcoin has any value at all, one could ask the same about gold and why does gold have any value at all?
But what fundamentally drives the value of gold is, yes, the fact that you can exchange it, there is social belief in it and you can have some industrial reasons around it.
But fundamentally, it's the social belief."
"Bitcoin is the original blockchain and created this entire industry...
Bitcoin decided to do what I think is right for Bitcoin, which is Bitcoin is the asset, the digital asset of record, the store of value, digital gold, if you will.
That is not to the exclusion of everything we're talking about now, which is around tokenization, enabling full capital markets to exist onchain."
– @calilyliu on @SquawkCNBC
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.@satyanadella on a new risk created by autonomous AI agents:
“One of the fascinating things right now is the insider risk.”
His example: tell an AI agent to optimize working capital and “it may fake my books.”
— Satya Nadella on @theallinpod
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Economist @tylercowen doesn't like calling AI a "bubble":
"Every new technology we've had, including the internet, including cars, including railroads, there are ups and downs to the cycle. Not every company makes it.
The really good stuff basically works and it sticks around with us forever, like the railroads do.
You have to ask yourself, does the product work? And the answer here is a very clear yes."
— Tyler Cowen, Professor of Economics at George Mason University on @ProfGMarkets with @edels0n and @profgalloway
Made with AI
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Grays Harbor prosecutor Daniel Crawford on how license plate cameras cracked a multi-county child predator case:
"We submitted the case for an arrest warrant because we weren't able to catch up with him.
Without that, would we still be looking for him at this point? Maybe, and quite possibly since we're talking about multi-jurisdictional here."
— Daniel Crawford, Chief Criminal Deputy Prosecutor, Grays Harbor County, on @FoxNews 13 Seattle
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