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.

Updated

Markets

10 words · 5 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
Hundred / Thousand / Million 10+ timesYes3232✓91%n=13 from settlement history–
IPO Yes1212✓82%n=12 from settlement history–
Microsoft Yes1111✓49%n=8 from settlement history–
Massive Yes88✓–new new word, no probability yet–
Doomerism Yes11✓–new new word, no probability yet–
Anduril No00✓–new new word, no probability yet–
Battleground No00✓–new new word, no probability yet–
Fiduciary No00✓–new new word, no probability yet–
Hormuz No00✓–new new word, no probability yet–
Mark Zuckerberg No00✓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 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.

12 matches for “IPO”; 5 quoted, at least 25 words apart.

Speaker not labelled26:49

…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…

Speaker not labelled27:29

…I don't think for sure, with respect to the Anthropic and the OpenAI IPOs, I think my belief is those are going to be fine.

Speaker not labelled28:12

at all about the demand for those IPOs so you have to own those because they threat every single company in the world because they're…

Speaker not labelled46:16

…the potential, I mean, you can't make this stuff up, presented potential IPO investors at their headquarters in San Francisco. Now, this isn't the bugged…

Speaker not labelled48:53

…money as long as it's green like they're just everybody yeah yeah that what used to be mezzanine financing pre-ipo financing yes there's less hand-wringing

Where the listed words were said

Speaker not labelled“Hundred / Thousand / Million (10+)” · 1:16

…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.

Speaker not labelled“IPO” · 50:05

…on the side for now what are your thoughts on this anthropic ipo well look i i think that um you hit the the thing…

Speaker not labelled“Microsoft” · 4:22

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,…

Speaker not labelled“Massive” · 15:38

…all the bandwidth that had gotten built out And they had a massive amount of debt, not unlike we're building today, although not as big.

Speaker not labelled“Doomerism” · 1:30:47

…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