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.
29 matches for “Anthropic”; 5 quoted, at least 25 words apart.
…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?
…of model releases happening on both the open source side and the premium side, the Anthropics, Grox, OpenAIs of the world is unfathomable right now.
And then the big crazy models, the big closed source models, Anthropic releases Opus 5.5 on September 22nd. OpenAI Astro comes out with Sol and…
…all going to benefit from it. This is not just about the anthropic and open AIs with the closed world, making billions of dollars, selling…
And just to back all that up, SACS, The Frontier Lab Corporations, Anthropic and OpenAI, they both released models this week at 50% less token…
Where the listed words were said
…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…
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…
…I think that we know from our friends that the investors in Anthropic are pulling out their hair about what's happening right now. Forget about…
…go out in October, the report from the Wall Street Journal is that the IPO will happen in November or may be delayed even more.
…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…
…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