All-In Podcast, September 11, 2026
On the Sep 11, 2026 episode of All-In Podcast, 6 of the 10 words Polymarket listed were said; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 6 settled yes · our count agreed on 10 of 10- Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AI 50+ times | Yes | 125 | 125 | ✓ | 75%n=4 from settlement history | – |
| Hundred / Thousand / Million 10+ times | Yes | 40 | 40 | ✓ | 86%n=9 from settlement history | – |
| Anthropic 5+ times | Yes | 28 | 28 | ✓ | 75%n=4 from settlement history | – |
| IPO | Yes | 12 | 12 | ✓ | 85%n=8 from settlement history | – |
| Nvidia | Yes | 1 | 1 | ✓ | 67%n=24 from settlement history | – |
| Yes | 1 | 1 | ✓ | 62%n=4 from settlement history | – | |
| SpaceX 3+ times | No | 1 | 1 | ✓ | 77%n=9 from settlement history | – |
| Smartphone | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Microsoft | No | 0 | 0 | ✓ | 44%n=5 from settlement history | – |
| Mark Zuckerberg | No | 0 | 0 | ✓ | 21%n=5 from settlement history | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsMachine transcript · All-In Podcast podcast audio (All-In), machine transcript · Source · Used to count words; quotes of at most 25 words.
9 matches for “Market”; 5 quoted, at least 25 words apart.
…And the tension is this. On the one hand, you're asking public market investors to underwrite your company to a value in the trillions. On…
…is dangerous, how can they be allowed to IPO at this point in time? Why would any public market investor want to invest in that?
…have rational people who want to build a business for which you need enormous amounts of capital that is only available in the public markets.
…fall apart. Yeah, because there's 50 waypoints along the way to Chamat's, you know, computer generated bioweapon being released into wet markets everywhere by robots.
…my chat logs, because they can use it for training to create an IP advantage that is now diffused to the rest of the market.
Where the listed words were said
…I'm going all in. Saks, we have to talk about Anthropic. A researcher just quit over AI fears that he thinks could kill us all.
a tweet go to 150 million views since Elon said he was going to put the cocaine back in Coca-Cola, which I think was the…
…going to get into it. Evan Hubinger, who leads Alignment Science at Anthropic, responded to Jacob. Quote, Jacob is correct here. We really do earnestly…
…both of them did with Playboy, but that was well before the IPO window. And then they published it in the middle of their quiet…
…typical risks. Okay, just explain. The typical risk, Jason, that they would have had would have said competition. NVIDIA may not give us the chips.
Agents: this page as TSV at /api/v1/appearances/all-in-podcast:2026-09-11:podcast_episode · words: /api/v1/brief?appearance=all-in-podcast:2026-09-11:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP