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All-In Podcast

13 graded reports on Clad. Volume is public; the outlet's average grade, lean & social sentiment unlock with a free account.

Clad has been grading All-In Podcast segments since Jun 2026 — 13 reports so far, published as notable segments air. Its most-covered subjects on Clad: AI & Tech, US debt, Treasury yields. Every report checks the segment's load-bearing claims against primary sources, then scores the coverage for factual accuracy, political lean, and how the public received it — so you can see how All-In Podcast's reporting holds up story by story, not just take its word for it.

All-In Podcast's average grade, average political lean & social sentiment across all 13 reports unlock with a free CladFacts account — no card required.

Latest reports

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Friedberg details $10T Treasury refinancing, $2T deficit and 5.2% 30-year yields on $40T debt

Aug 31, 2026

David Friedberg outlines the federal government's immediate need to refinance roughly $10 trillion in maturing debt over the next year, the resulting pressure on borrowing costs, and the link to a projected $2 trillion annual deficit. He argues persistent inflation stems from excess spending and that aggressive cuts risk recession given government's economic role. The 30-year Treasury yield at 5.2% reflects market concerns over long-term solvency, with the average interest cost on $40 trillion debt at 3.4%. Every 1% rate increase adds about 1.25% of GDP in annual interest expense. The segment presents these dynamics as a fundamental fiscal problem beyond Fed control.

▶ Source: All-In Podcast

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Chamath warns AI buildout risks death spiral if 30-year yields hit 6%

Aug 29, 2026

The All-In Podcast clip features Chamath Palihapitiya discussing AI capital spending. He ties rising long-term interest rates to risks for the private-sector funded AI buildout. He contrasts this with historical government balance-sheet support during the industrial revolution. He notes Nvidia, Google, Microsoft, Meta, and Amazon carrying the load due to US fiscal constraints. The segment critiques online commentary on Nvidia's balance sheet.

▶ Source: All-In Podcast

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Nvidia reports $96.2B revenue in record quarter as hosts debate AI optimism, debt, and cancer vaccines

Aug 28, 2026

The All-In Podcast episode reviewed Nvidia's blockbuster Q2 FY2027 results ($96.2 billion revenue, up 106% YoY; ~$60B net income), Salesforce's earnings beat and AI-related rebound, and broader market reactions. Hosts discussed China's robot Olympics as PR, Tesla Optimus progress, Grok agent capabilities, US-China AI sentiment differences, America's debt trajectory, a reported clash between Treasury Secretary Scott Bessent and Stanley Druckenmiller on bond buybacks, and advances in personalized mRNA cancer immunotherapy. Sourcing relied on company earnings releases, Polymarket odds, recent polls (Stanford AI Index), public statements from executives like Elon Musk, and clinical trial updates from Moderna/Merck. Guests included David Friedberg providing technical explanations; the conversation wove tech optimism with fiscal and medical throughlines.

▶ Source: All-In Podcast

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Weinstein and All-In Host Critique Scientific Stagnation, Praise Kratsios Report and Heterodoxy

Aug 26, 2026

In an extended interview on the All-In Podcast, Eric Weinstein discusses the state of American science with host David Sacks. They cover stagnation in theoretical physics, the shift from bold "cowboy science" to incremental, low-variance research after the 1965-1975 period, and the creation of a dependent "scientific procariat" via peer review and funding incentives. Weinstein praises the recent Kratsios OSTP report "Science: A New Golden Age" as a strong blueprint for reform since Vannevar Bush. The conversation addresses COVID-era conformity, lab-leak hypotheses, Anthony Fauci's role, and the need to reward heterodox scientists like Jay Bhattacharya. It concludes with Weinstein's views on Geometric Unity, propulsion breakthroughs, and UAPs as possible signs of advanced physics tied to nuclear weapons.

▶ Source: All-In Podcast

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All-In Podcast Examines Anthropic Fable Backlash, AI Equity Tax, Inflation and LA Election

Jun 13, 2026

The episode opens with discussion of Anthropic's June 9, 2026 release of Claude Fable 5, a Mythos-class model with guardrails that prompted developer backlash over prompt storage, undisclosed downgrades for research queries and privacy. Hosts debate censorship risks, enterprise implications and links to Dario Amodei's regulatory advocacy. Segments then cover Bernie Sanders' June 1 op-ed proposing a 50% equity transfer into a sovereign wealth fund for major AI firms, May 2026 CPI at 4.2% YoY and PPI at 6.5% YoY, and LA mayoral primary results where late mail-in ballots shifted Spencer Pratt behind Nithya Raman.

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All-In Podcast Features Four Investor Pitches on MGM, Talen Energy, Aktis, GEODNET

Jun 11, 2026

The broadcast covers a live pitch competition hosted by the All-In Podcast with four investors presenting top ideas. Aaron Cowen of Suvretta Capital pitches MGM Resorts highlighting Barry Diller's stake and bid plus Japan and Dubai expansion options. Dan Dreyfus of Bornite Capital pitches Talen Energy as undervalued power assets benefiting from AI-driven demand. Oleg Nodelman of EcoR1 Capital pitches Aktis Oncology's radiopharmaceutical platform for cancer. Kyle Samani pitches the GEODNET token and its decentralized RTK network for robotics and precision location. Segments include audience questions, bestie feedback, rankings, and a live audience vote.

▶ Source: All-In Podcast

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Fetterman and McCormick on Bipartisanship, AI Data Centers, and Party Extremes

Jun 10, 2026

The All-In Podcast segment features Democratic Sen. John Fetterman and Republican Sen. Dave McCormick discussing their personal friendship, shared votes against government shutdowns, and collaboration on energy, fentanyl, and antisemitism. They address AI and data center development in Pennsylvania as economic opportunities, criticize Democratic moratorium proposals, and decry extremes including Maine candidate Graham Platner.

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All-In Podcast Discusses Copper as Potential AI and Infrastructure Bottleneck

Jun 9, 2026

The segment features investor Dan Dreyfus outlining surging demand for copper and other critical minerals driven by AI data centers, electrification, defense spending, and re-industrialization. He contrasts this with decades of underinvestment in U.S. mining and infrastructure, highlighting China's dominance in processing and recent export controls. The discussion covers grid fragility, labor shortages, silver supply shortfalls, and the need for accelerated permitting and domestic production. Guests reference primary data sources and historical commodity cycles while exploring investment implications and policy responses.

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Bill Maris on Small VC Funds, Google AI Strategy, and AI's Atari Stage

Jun 9, 2026

All-In Podcast episode features Bill Maris, founder of Google Ventures and Section 32, sharing career lessons and views on venture strategy and AI. Segments cover his early data-center startup, building GV with data-driven methods, why small funds outperform, AI's current 'Atari stage,' and potential Google pricing moves against competitors.

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Palo Alto Networks CEO discusses AI-driven vulnerability discovery and enterprise software shifts

Jun 8, 2026

The segment features an interview with Palo Alto Networks CEO Nikesh Arora on the All-In Podcast. It covers the company's use of Anthropic's Claude Mythos model to accelerate vulnerability discovery, broader AI impacts on business operations and software categories, and national security implications of advancing AI capabilities. Arora describes internal testing results, shifts in SaaS viability, data infrastructure needs, and potential application-layer opportunities. The discussion draws on Arora's experience at Google and SoftBank, with references to model performance metrics and industry trends.

▶ Source: All-In Podcast

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Secondary Markets Surge as Private Companies Delay IPOs

Jun 7, 2026

All-In Podcast panel with Forge CEO Kelly Rodriguez, Atreides CIO Gavin Baker, and Brad Gerstner discusses the rise of secondary markets in late-stage private companies. Segments cover record transaction volumes, employee liquidity at firms like SpaceX, reasons companies remain private longer, SPV structures, and risks for retail investors entering via platforms or funds. The discussion draws on presenter slides showing VC inflows vs. outflows, secondary premiums, and competition with IPOs/M&A. Sourcing mixes named market data with founder/allocator anecdotes; guests include venture investors and a marketplace operator advocating orderly access via regulated platforms like Forge-Schwab partnerships.

▶ Source: All-In Podcast

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All-In Podcast Panel Examines 2026 Tech IPO Surge with Cerebras, Planet Labs CEOs

Jun 6, 2026

The segment features a panel discussion moderated by Jason Calacanis with Cerebras CEO Andrew Feldman, Planet Labs CEO Will Marshall, and investor Brad Gerstner. It covers their experiences going public, employee reactions, investor outcomes, and the broader resurgence of tech IPOs in 2026 amid AI demand.

▶ Source: All-In Podcast