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我最近有个朋友说要all in甲骨文，我转发给他听一听

(0:00) Michael Burry's big short against AI
(12:00) Why Palantir is so richly valued vs other tech companies
(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms
(36:18) H-1B debate flares up again after Trump's comments on Fox News
(42:37) Science Corner: Solar storms, coronal mass ejection, risks
(51:14) Rich Americans fleeing "the great confiscation"
Join us at the All-In Holiday Spectacular!:
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://x.com/michaeljburry/status/1988778952299802818
https://x.com/_Investinq/status/1988847716613365845
https://x.com/michaeljburry/status/1987918650104283372
https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html
https://x.com/jatanackov/status/1988256651103592564
https://x.com/omapproach/status/1988410644907856075
https://x.com/latestinspace/status/1988606899932299700
https://www.swpc.noaa.gov/

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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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All-In with Chamath, Jason, Sacks & Friedberg

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

5e91543a418a84a04666d32f/ltppTy16-oUEBl6dCFNjn_1UsKG4.mp3