All-In Podcast, October 9, 2026

On the Oct 9, 2026 episode of All-In Podcast, 8 of the 13 words Polymarket listed were said; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each.

Updated

Markets

13 words · 8 settled yes · our count agreed on 13 of 13

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✓83%n=7 from settlement history–
Hundred / Thousand / Million 10+ timesYes3434✓90%n=12 from settlement history–
Anthropic 5+ timesYes2525✓83%n=7 from settlement history–
Company Yes88✓–n=1 too little history for a probability–
Google Yes22✓70%n=6 from settlement history–
Massive Yes11✓–new new word, no probability yet–
Microsoft Yes11✓45%n=7 from settlement history–
Mark Zuckerberg Yes11✓26%n=7 from settlement history–
IPO No00✓89%n=11 from settlement history–
Nvidia No00✓70%n=27 from settlement history–
SpaceX 3+ timesNo00✓62%n=12 from settlement history–
Battleground No00✓–new new word, no probability yet–
Smartphone No00✓34%n=2 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.

14 matches for “Agent”; 5 quoted, at least 25 words apart.

Speaker not labelled13:17

…about what's tactical, what's practical about this technology, and maybe get them a little more engaged with, say, the agents, which are delightful and awesome.

Speaker not labelled19:54

…an idol is inert. It's passive. It's inactive. Whereas you're training models here that then power agents. It is just computer programming. I mean, there's...

Speaker not labelled24:05

But you got to remember that the models are powering agents that can take actions in cyberspace, if not in the real world yet. Like…

Speaker not labelled38:45

…month about OpenAI claiming to have solved one of the Millennium Prizes. They took thousands of agents, millions of dollars in compute to do it.

Speaker not labelled53:51

And now they're not working with each other. They're working with agents. They're not actually constructing the code. They're only reviewing like 10 or 15%…

Where the listed words were said

Speaker not labelled“AI (50+)” · 3:58

…remained uneasy about the idea, but many emerged ready to take the question of AI consciousness seriously. At least a few came away as converts.

Speaker not labelled“Hundred / Thousand / Million (10+)” · 0:45

…i've never spent this much money on a hotel room but i'm staying at the uh eight hundred dollars yeah it was 950 you nailed

Speaker not labelled“Anthropic (5+)” · 2:53

What are you going to do? Colin. Speaking of work, anthropic things, Claude might be conscious. Welcome back to This Week in Claude. We had…

Speaker not labelled“Company” · 1:22

…now what's what's a pre-accelerator so it turns out like half the companies that apply to get funding are not yet incorporated, but they have…

Speaker not labelled“Google” · 38:19

…you say it out loud? I'm not making this up. Everyone needs to be, you can go fact check this. Just go Google it, okay?

Speaker not labelled“Massive” · 1:27:41

…occurring at the same time of the compression of software that Chamath is talking about, which will lead to massive deflationary cost savings and speed.

Speaker not labelled“Microsoft” · 16:31

…want me to play the clip or you want to just... Yeah, play the clip from Mustafa Sullyman. He's the It's the Microsoft AI CEO.

Speaker not labelled“Mark Zuckerberg” · 32:00

This is a point Mark Zuckerberg has made. So I do think market forces play a role here. But I do think that there are…

Agents: this page as TSV at /api/v1/appearances/all-in-podcast:2026-10-09:podcast_episode · words: /api/v1/brief?appearance=all-in-podcast:2026-10-09:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP