Menu

Clad

Grading Content & Exposing Bias

Vol. I · No. 187 · 2288 Reports Tuesday, July 7, 2026

Outlet profile · Independent channel

All-In Podcast

9 graded reports on Clad. Volume is public; the outlet's average grade and lean are Premium.

All-In Podcast's average grade and average political lean across all 9 reports are Premium.

Latest reports

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.

Source: All-In Podcast

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

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.

Source: All-In Podcast

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.

Source: All-In Podcast

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

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

Dan Loeb on Short Selling Revival, Third Point Evolution, and Ulbricht Pardon

Jun 5, 2026

The All-In Podcast episode features an extended interview with Dan Loeb, founder and CIO of Third Point. Segments cover the resurgence of short selling, Loeb's early career on chat boards and at Jefferies, the firm's shift toward business quality and credit strategies, multi-strat operations including private credit and insurance, and his philanthropy focused on education reform and criminal justice.

Source: All-In Podcast

Free with a CladFacts account

See every grade — free

Letter grades, political-lean ratings, social sentiment, the By-the-Numbers charts, the Best & Worst Graded boards, and the News Trends dashboard unlock with a free account. No card, no trial clock.

Create free account Support Clad — Premium from $2.99/mo

CladFacts Premium — auto-renewing supporter subscription, $2.99/mo or $29.99/yr until cancelled. Terms of Use · Privacy Policy