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.

5 matches for “Civilization”; 3 quoted, at least 25 words apart.

Speaker not labelled1:06:29

…dark ages so this is an interesting point from history if you go back to the medieval time period chinese civilization was much more advanced

Speaker not labelled1:07:04

…Sanders thing, which is basically ban AI, it's like banning shipbuilding. Chinese civilization will rocket past us. They will be the ones that make all…

Speaker not labelled1:07:41

…of the frontier. And we're facing the frontier. And there are pioneering civilizations and there are fearful civilizations. And I worry that we take that…

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