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.

29 matches for “Software”; 5 quoted, at least 25 words apart.

Speaker not labelled32:15

…to accelerate? It feels to me like the deflationary nature of this software, AI, super intelligence, is unique and different than anything we've ever seen.

Speaker not labelled32:48

…The value of these coding assistants is that now you can create software for highly bespoke use cases, whereas software used to be created really…

Speaker not labelled33:10

Now we're getting all these cases where enterprises can create software just for their particular use cases. And in fact, in a way, that's what…

Speaker not labelled33:35

…So isn't that extremely deflationary? Maybe there's some substitution away from established software, but I think the important point is just there's this vast new…

Speaker not labelled33:58

…trend here is just that there's going to be a lot more software created in the world for a lot more of these bespoke use…

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” · 26:49

…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 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