JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
Sep 15, 2026 - 27:32
Radio and PodcastLive Radio & Podcasts
Technology
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30)...
Related Episodes
Continue listening to more episodes from All-In with Chamath, Jason, Sacks & Friedberg.
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
Sep 15, 2026 - 36:33
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
Sep 11, 2026 - 01:35:57
