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 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:   / theallinpod   Follow on TikTok:   / allin   Follow on LinkedIn:   / 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.cnbc.com/2026/08/27/nvidi... https://finance.yahoo.com/markets/sto... https://nvidianews.nvidia.com/news/nv... https://polymarket.com/event/largest-... https://www.cnbc.com/2026/08/18/treas... https://www.cnbc.com/2026/08/24/besse... https://seekingalpha.com/news/4636322... https://www.wsj.com/opinion/let-the-b... https://www.wsj.com/world/cia-directo... https://polymarket.com/event/russia-x... #allin #tech #news