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.

Updated

Markets

10 words · 6 settled yes · our count agreed on 10 of 10

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
AI 50+ timesYes125125✓75%n=4 from settlement history–
Hundred / Thousand / Million 10+ timesYes4040✓86%n=9 from settlement history–
Anthropic 5+ timesYes2828✓75%n=4 from settlement history–
IPO Yes1212✓85%n=8 from settlement history–
Nvidia Yes11✓67%n=24 from settlement history–
Google Yes11✓62%n=4 from settlement history–
SpaceX 3+ timesNo11✓77%n=9 from settlement history–
Smartphone No00✓–new new word, no probability yet–
Microsoft No00✓44%n=5 from settlement history–
Mark Zuckerberg No00✓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 words

Machine transcript · All-In Podcast podcast audio (All-In), machine transcript · Source · Used to count words; quotes of at most 25 words.

Machine-attributed. Speaker turns are labelled by a model, not the publisher.

7 matches for “Tension”; 5 quoted, at least 25 words apart.

Speaker not labelled10:40

And I do think that there's a tension here in Anthropik's position that I do think implicates their IPO process. And the tension is this.…

Speaker not labelled12:49

…And I think that historically, the way that Anthropik has solved this tension is they've basically said, yeah, in anybody else's hands, frontier AI is…

Speaker not labelled49:23

…huge risk. And if you disavow it, they're going to feel enormous tension. So I think that anthropic leadership is caught in an extremely difficult…

Speaker not labelled57:51

…about how they're a responsible actor or whatever. And again, it's basically more of the same from them, which is they have this fundamental tension.

Speaker not labelled58:20

…give them a monopoly because we think they're so virtuous. So their way of resolving the tension is not acceptable to the rest of us.

Where the listed words were said

Speaker not labelled“AI (50+)” · 0:41

…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.

Speaker not labelled“Hundred / Thousand / Million (10+)” · 1:26

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…

Speaker not labelled“Anthropic (5+)” · 1:52

…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…

Speaker not labelled“IPO” · 8:57

…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…

Speaker not labelled“Nvidia” · 50:05

…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