All-In Podcast
Public proof page for All-In Podcast. See tracked calls, source links, trust score, and where this author has been right or wrong.
Past bets that played out
These are the clearest tracked calls with observable outcomes, linked back to the original videos.
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: major threat or marketing stunt? (24:07) Are OpenAI and Anthropic trying to... How many PRs do you think are going to get pushed to the core structural internet in 100 days? What's the over-under number? Because I'll give you a number. You're going to say zero. My answer to that is... No, no, no. I'll say like 10,000, but it's going to be a meaningless thing. But if it prevents your
The source entry is a YouTube link titled about Bryan Johnson taking a very strong DMT dose, but the transcript could not be retrieved due to YouTube request blocking/IP restrictions. No verifiable content from the video is available in the entry, and there is no explicit market, company, or sector information provided.
Source appears to be a YouTube video whose transcript could not be retrieved; only the title is available. From the title alone, the discussion likely covers: (1) strong momentum/competitive progress at Anthropic (a key LLM lab backed/partnered with large tech), (2) competitive pressure on OpenAI (closely tied to Microsoft), (3) the durability of “AI moats” (platform distribution, data, compute, ecosystem), and (4) negative legal developments for Meta (“loses major lawsuits”). With no transcript
What this channel is watching now
Recent mentions show where this author is concentrating attention right now.
Proof-backed call history
These are recent tracked recommendations tied to original source content where available.
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: major threat or marketing stunt? (24:07) Are OpenAI and Anthropic trying to... How many PRs do you think are going to get pushed to the core structural internet in 100 days? What's the over-under number? Because I'll give you a number. You're going to say zero. My answer to that is... No, no, no. I'll say like 10,000, but it's going to be a meaningless thing. But if it prevents your
The source entry is a YouTube link titled about Bryan Johnson taking a very strong DMT dose, but the transcript could not be retrieved due to YouTube request blocking/IP restrictions. No verifiable content from the video is available in the entry, and there is no explicit market, company, or sector information provided.
Source appears to be a YouTube video whose transcript could not be retrieved; only the title is available. From the title alone, the discussion likely covers: (1) strong momentum/competitive progress at Anthropic (a key LLM lab backed/partnered with large tech), (2) competitive pressure on OpenAI (closely tied to Microsoft), (3) the durability of “AI moats” (platform distribution, data, compute, ecosystem), and (4) negative legal developments for Meta (“loses major lawsuits”). With no transcript
Source appears to be a YouTube video whose transcript could not be retrieved; only the title is available. From the title alone, the discussion likely covers: (1) strong momentum/competitive progress at Anthropic (a key LLM lab backed/partnered with large tech), (2) competitive pressure on OpenAI (closely tied to Microsoft), (3) the durability of “AI moats” (platform distribution, data, compute, ecosystem), and (4) negative legal developments for Meta (“loses major lawsuits”). With no transcript
Source appears to be a YouTube video whose transcript could not be retrieved; only the title is available. From the title alone, the discussion likely covers: (1) strong momentum/competitive progress at Anthropic (a key LLM lab backed/partnered with large tech), (2) competitive pressure on OpenAI (closely tied to Microsoft), (3) the durability of “AI moats” (platform distribution, data, compute, ecosystem), and (4) negative legal developments for Meta (“loses major lawsuits”). With no transcript
Source appears to be a YouTube video whose transcript could not be retrieved; only the title is available. From the title alone, the discussion likely covers: (1) strong momentum/competitive progress at Anthropic (a key LLM lab backed/partnered with large tech), (2) competitive pressure on OpenAI (closely tied to Microsoft), (3) the durability of “AI moats” (platform distribution, data, compute, ecosystem), and (4) negative legal developments for Meta (“loses major lawsuits”). With no transcript
Source appears to be a YouTube video titled “SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity,” but the transcript is unavailable due to YouTube request blocking. Without the transcript/content, only broad thematic implications can be inferred (space-sector sentiment, geopolitical risk/energy & defense, crypto/quantum narrative risk).
Source appears to be a YouTube video titled “SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity,” but the transcript is unavailable due to YouTube request blocking. Without the transcript/content, only broad thematic implications can be inferred (space-sector sentiment, geopolitical risk/energy & defense, crypto/quantum narrative risk).
Source appears to be a YouTube video titled “SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity,” but the transcript is unavailable due to YouTube request blocking. Without the transcript/content, only broad thematic implications can be inferred (space-sector sentiment, geopolitical risk/energy & defense, crypto/quantum narrative risk).
Source appears to be a YouTube video titled “SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity,” but the transcript is unavailable due to YouTube request blocking. Without the transcript/content, only broad thematic implications can be inferred (space-sector sentiment, geopolitical risk/energy & defense, crypto/quantum narrative risk).
Source appears to be a YouTube video titled “SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity,” but the transcript is unavailable due to YouTube request blocking. Without the transcript/content, only broad thematic implications can be inferred (space-sector sentiment, geopolitical risk/energy & defense, crypto/quantum narrative risk).
Source appears to be a YouTube video titled “SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity,” but the transcript is unavailable due to YouTube request blocking. Without the transcript/content, only broad thematic implications can be inferred (space-sector sentiment, geopolitical risk/energy & defense, crypto/quantum narrative risk).
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