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.

11 matches for “Token”; 5 quoted, at least 25 words apart.

Speaker not labelled18:01

So, those prices don't seem to, you know, token prices have gone down, but GPU prices have not. And so, things are going up, you…

Speaker not labelled19:29

Token price is coming down, but token consumption going way up. And I think one of the silver linings here is it was a big…

Speaker not labelled25:43

…Ben. You pointed out the power. The HVAC is worth something. The tokens are worth something. And then if you look at startups, which is…

Speaker not labelled54:32

…that there's a bunch of cannibalization that has to happen on the token side. I also think the big thing that has to happen in…

Speaker not labelled54:50

…was cost per thousand ads right now it's cost per million input tokens we will move to cpc and cpa right and yes so when…

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