All-In Podcast, September 25, 2026
On the Sep 25, 2026 episode of All-In Podcast, 8 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 · 8 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 | 58 | 58 | ✓ | 81%n=6 from settlement history | – |
| Hundred / Thousand / Million 10+ times | Yes | 31 | 31 | ✓ | 89%n=11 from settlement history | – |
| Anthropic 5+ times | Yes | 29 | 29 | ✓ | 81%n=6 from settlement history | – |
| IPO | Yes | 13 | 13 | ✓ | 88%n=10 from settlement history | – |
| Yes | 9 | 9 | ✓ | 66%n=5 from settlement history | – | |
| Microsoft | Yes | 3 | 3 | ✓ | 39%n=6 from settlement history | – |
| Nvidia | Yes | 2 | 2 | ✓ | 69%n=26 from settlement history | – |
| Mark Zuckerberg | Yes | 1 | 1 | ✓ | 19%n=6 from settlement history | – |
| SpaceX 3+ times | No | 1 | 1 | ✓ | 66%n=11 from settlement history | – |
| Smartphone | No | 0 | 0 | ✓ | –n=1 too little history for a probability | – |
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.
58 matches for “AI”; 5 quoted, at least 25 words apart.
…the content and Demeter really helped calm down this national panic over AI. It felt like we were the center of this national conversation. And…
…extinct unless we did exactly what the Democrats want and stop all AI development. And then, you know, we had first Satya came out and…
…you know, like this week you had Dario and Sam go to the United Nations and say we need some sort of global AI governance.
…version of what I just said, which is first and foremost, the AI companies have to take responsibility for their own products, and that we…
…frontier space where things are accelerating. The performance improvements, the cost decline, AI is becoming so performative and so affordable, it is going to be…
Where the listed words were said
…need data centers to do 90% of what you can do with AI, you can download it on your computer for free today, to do…
All right, everybody, welcome back to episode 290 of the number one podcast in the world. It's the All In Podcast. With me again, it's…
…these are the adults doing the corporation stuff. What are your thoughts here if you were going to architect how anthropic operates in the world?
…going to compete. These trends may force them to do that. And I think then that sets up a very interesting setup for their IPO.
…comes out version you know 2.1 It's an open weights model that outperforms Nano Banana 2, which is Google's big breakthrough insane image generation model.
You have also Microsoft Satya at Google and Muse at Zuckerberg's house. They're all embracing open source models and they all have hosting now. Can…
…you can run it on a local computer. You can have an NVIDIA chip or have a good Mac Studio computer, and you can run…
…that product releases like this will help a lot. I I mean, Mark Zuckerberg said in his essay that he thought that AI capabilities should…
Agents: this page as TSV at /api/v1/appearances/all-in-podcast:2026-09-25:podcast_episode · words: /api/v1/brief?appearance=all-in-podcast:2026-09-25:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP