All-In Podcast, October 16, 2026
On the Oct 16, 2026 episode of All-In Podcast, 5 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 · 5 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 |
|---|---|---|---|---|---|---|
| Hundred / Thousand / Million 10+ times | Yes | 32 | 32 | ✓ | 91%n=13 from settlement history | – |
| IPO | Yes | 12 | 12 | ✓ | 82%n=12 from settlement history | – |
| Microsoft | Yes | 11 | 11 | ✓ | 49%n=8 from settlement history | – |
| Massive | Yes | 8 | 8 | ✓ | –new new word, no probability yet | – |
| Doomerism | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Anduril | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Battleground | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Fiduciary | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Hormuz | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Mark Zuckerberg | No | 0 | 0 | ✓ | 24%n=8 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 wordsMachine transcript · All-In Podcast podcast audio (All-In), machine transcript · Source · Used to count words; quotes of at most 25 words.
39 matches for “AI”; 5 quoted, at least 25 words apart.
…Well, we've had an eventful week. We may have actually had the AI bubble, if there is one, pop or deflate a little bit. The…
…or 2% right now after going down 10%. Is this acute? And then what does it mean for the broader AI trade, the AI bubble?
…demand killed it. We don't really have a lack of demand in AI. So I think the dynamics will be different. I do think, for…
Now, look, I think the core dynamic of AI has been working for CoreWeave, though, in terms of that, in that there's a massive shortage,…
…will keep going into year six, seven, eight for inference alone. So what's your thought here on the AI trade, the bubble, as it were?
Where the listed words were said
…one sooner. You would be where every other tech podcast is in the 400s. And joining us this week in replacement of the true start.
…a significant player at scale? And what would that say for the IPOs, the two biggest in the history of business and public markets, Anthropic…
Let's use Microsoft. You brought them up before, right? And Microsoft comes to us and says, we'd like to buy some Confidium. And we say,…
Seems a little far-fetched. given the fact that they have a massive demand for their equipment, as Ben pointed out. Well, you can't, look, this…
…and then your solutions. And so I think a lot of this doomerism can be explained by his desire to reestablish that central power structure…
Agents: this page as TSV at /api/v1/appearances/all-in-podcast:2026-10-16:podcast_episode · words: /api/v1/brief?appearance=all-in-podcast:2026-10-16:podcast_episode · columnar JSON in #parrot-data · llms.txt · MCP