Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

<p>(0:00) Bestie intros LIVE from The Venetian Las Vegas</p> <p>(1:13) Epstein Files breakdown</p> <p>(10:06) Biggest Epstein questions: where did his money come from?</p> <p>(14:44) Tether's booming business</p> <p>(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026</p> <p>(35:25) Google's Gemini 3 and TPU breakthrough</p> <p>(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO</p> <p>(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology</p> <p>Special thanks to The Venetian Las Vegas for hosting us!:</p> <p><a href= "https://x.com/VenetianVegas">https://x.com/VenetianVegas</a></p> <p>Join us at the All-In Holiday Spectacular!:</p> <p><a href= "https://allin.com/events">https://allin.com/events</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://x.com/RepClayHiggins/status/1990868089056219267">https://x.com/RepClayHiggins/status/1990868089056219267</a></p> <p><a href= "https://x.com/michaeljburry/status/1991289193037746579">https://x.com/michaeljburry/status/1991289193037746579</a></p> <p><a href= "https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025</a></p> <p><a href= "https://x.com/Similarweb/status/1988879389992386897">https://x.com/Similarweb/status/1988879389992386897</a></p> <p><a href= "https://x.com/PokerGO/status/1987406318832132256">https://x.com/PokerGO/status/1987406318832132256</a></p>