The All-In Podcast(@theallinpod):All-In Summit: Brad Gerstner -- Who’s Paying for AI CapEx? -- Semis Eat the Nasdaq -- Not Firing, Just Not Hiring -- The Gigawatt Gap ++ much more! (0:00) Welcome @altcap (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) The risks: AI regulation, the nuclear precedent, power limits, and rising rates

The All-In Podcast

@theallinpod

@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.

Joined March 2020

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The All-In Podcast@theallinpod

2026.09.17 03:19

All-In Summit: Brad Gerstner -- Who’s Paying for AI CapEx? -- Semis Eat the Nasdaq -- Not Firing, Just Not Hiring -- The Gigawatt Gap ++ much more! (0:00) Welcome @altcap (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) The risks: AI regulation, the nuclear precedent, power limits, and rising rates