All-In with Chamath, Jason, Sacks & Friedberg

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

August 29, 2026·1h 36m·5-min readconversationaltechnology
Podzilla Summary (5 min)
TLDR
NVIDIA and Salesforce delivered blowout earnings, shattering the "SaaSpocalypse" narrative and proving that core systems of record are not only surviving but thriving in the AI era. Meanwhile, the U.S. bond market faces a fiscal reckoning as Treasury yields spike, exposing a deep structural

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Mentions

Books, people, and resources mentioned in this episode.

People

Eric WeinsteinDavid SacksChamathJasonFriedbergDruckenmillerBessentJohn Ratcliffe

Companies

NVIDIASalesforceMetaModerna

Products & Tools

OptimusGrokbot

Topics

Artificial IntelligenceBusiness NewsInvestingMacroeconomicsStartupsTech NewsVenture Capital

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