Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

债务螺旋还是新的黄金时代?超级碗内幕交易,繁荣的代币预算,法拉利的全新电动车

All-In with Chamath, Jason, Sacks & Friedberg

2026-02-14

1 小时 13 分钟
PDF

单集简介 ...

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity: https://allinliquidity.com 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://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3 https://x.com/mattshumer_/status/2021256989876109403 https://x.com/Jason/status/2021272988100984862 https://x.com/chamath/status/2022009107964899755 https://x.com/chamath/status/2021991383327027322 https://lobstertank.co/?v=1 https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026 https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/ https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012 https://www.youtube.com/watch?v=SzuvVcH2amc https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf https://fred.stlouisfed.org/series/FYONGDA188S https://fred.stlouisfed.org/series/FYFRGDA188S https://x.com/RealEJAntoni/status/2021608233866027065 https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756 https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06
更多

单集文稿 ...

  • All right, everybody, welcome back to the number one podcast in the world,

  • the all-in podcast with me again, the Core 4,

  • the original Quartet, David Sacks, David Friedberg, Chamath Polyhapiti,

  • I'm Jason Callicanus, and we have a very full docket today.

  • All right, topic one, gentlemen, AI acceleration.

  • It was a big week for AI.

  • New study published on Monday, February 9th in the HBR Harvard Business Review.

  • Suggesting that AI tools intensify work, but do not reduce it.

  • Two UC Berkeley researchers spent eight months embedded at a 200-person tech company.

  • So this is one company's experience.

  • What they found, employees who use AI worked at a faster pace,

  • took a broader scope of tasks, and extended work into more hours of the day.

  • Workers reported feeling more productive, but they also felt a little more stress and burnout.

  • Saks, your hot take here, your quick take on this study.

  • Obviously, it's just one company, but it does track, I think, some of my experiences.

  • All right.

  • Well, a few points here.

  • Number one, as you may recall on the prediction show for this year,

  • my most contrarian belief is that AI would increase demand for knowledge workers,

  • not put them out of business.