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.

Updated

Markets

10 words · 8 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+ timesYes5858✓81%n=6 from settlement history–
Hundred / Thousand / Million 10+ timesYes3131✓89%n=11 from settlement history–
Anthropic 5+ timesYes2929✓81%n=6 from settlement history–
IPO Yes1313✓88%n=10 from settlement history–
Google Yes99✓66%n=5 from settlement history–
Microsoft Yes33✓39%n=6 from settlement history–
Nvidia Yes22✓69%n=26 from settlement history–
Mark Zuckerberg Yes11✓19%n=6 from settlement history–
SpaceX 3+ timesNo11✓66%n=11 from settlement history–
Smartphone No00✓–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 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.

2 matches for “Biology”; 2 quoted, at least 25 words apart.

Speaker not labelled37:55

…massive regulation. We're asking for regulation. And by the way, we're doing biology work and we're launching a lab. So do you agree with Chamath…

Speaker not labelled42:46

…tasks and workflows and problems, solving Navier Stokes, solving mathematical problems, solving biology problems. That's where these models absolutely perform. And people will pay a…

Where the listed words were said

Speaker not labelled“AI (50+)” · 1:48

…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…

Speaker not labelled“Hundred / Thousand / Million (10+)” · 0:03

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…

Speaker not labelled“Anthropic (5+)” · 19:51

…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?

Speaker not labelled“IPO” · 29:19

…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.

Speaker not labelled“Google” · 21:00

…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.

Speaker not labelled“Microsoft” · 48:33

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…

Speaker not labelled“Nvidia” · 22:05

…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…

Speaker not labelled“Mark Zuckerberg” · 1:11:10

…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