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    Artwork for All-In with Chamath, Jason, Sacks & Friedberg
    Episode

    Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

    All-In with Chamath, Jason, Sacks & Friedberg · Aug 29, 2026 · 1 h 37 min
    Episode page

    (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…

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