Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

<p>(0:00) Bestie intros</p> <p>(0:23) AI updates: On-prem comeback, token budgets surpass salaries</p> <p>(19:19) Prediction markets: Super Bowl insider trading, how to police?</p> <p>(28:44) All-In Liquidity: The ultimate investor conference</p> <p>(32:48) CBO report: Death spiral, growth opportunity, or golden age?</p> <p>(48:06) State of the economy and US jobs</p> <p>(1:03:22) Ferrari's fully electric car goes viral</p> <p>Apply for Liquidity:</p> <p><a href= "https://allinliquidity.com">https://allinliquidity.com</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3"> https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3</a></p> <p><a href= "https://x.com/mattshumer_/status/2021256989876109403">https://x.com/mattshumer_/status/2021256989876109403</a></p> <p><a href= "https://x.com/Jason/status/2021272988100984862">https://x.com/Jason/status/2021272988100984862</a></p> <p><a href= "https://x.com/chamath/status/2022009107964899755">https://x.com/chamath/status/2022009107964899755</a></p> <p><a href= "https://x.com/chamath/status/2021991383327027322">https://x.com/chamath/status/2021991383327027322</a></p> <p><a href= "https://lobstertank.co/?v=1">https://lobstertank.co/?v=1</a></p> <p><a href= "https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a></p> <p><a href= "https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026"> https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026</a></p> <p><a href= "https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/"> https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/</a></p> <p><a href= "https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012"> https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012</a></p> <p><a href= "https://www.youtube.com/watch?v=SzuvVcH2amc">https://www.youtube.com/watch?v=SzuvVcH2amc</a></p> <p><a href= "https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf"> https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a></p> <p><a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a></p> <p><a href= "https://x.com/RealEJAntoni/status/2021608233866027065">https://x.com/RealEJAntoni/status/2021608233866027065</a></p> <p><a href= "https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice"> https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice</a></p> <p><a href= "https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens"> https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens</a></p> <p><a href= "https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756"> https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756</a></p> <p><a href= "https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06"> https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06</a></p>