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.
11 matches for “Microsoft”; 5 quoted, at least 25 words apart.
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,…
…the box. Yeah. Right. And what I do with the box is I take my contract with Microsoft and I put it in the box.
…And so the way it works is then I build the compute and then I deliver the compute to Microsoft and they pay the box.
…tenant who's entered into a five-year commitment. So it could be a Microsoft or whatever. So the credit worthiness of that particular project, of that…
…two things, and these are credit-worthy organizations who pay their bills like Microsoft. Yes. Now, if I were a lender on those projects, though, I'd…
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…
…the big problem in these businesses. And you need to essentially have Microsoft, Google, Meta, and NVIDIA backstop all of this in a worst-case scenario.
…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.
…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