Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

<p>(0:00) Besties intros: Brad Gerstner joins the show</p> <p>(3:16) Epstein Files</p> <p>(15:45) SaaS stocks crash out</p> <p>(35:11) Moltbook panic</p> <p>(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell</p> <p>(1:00:50) SpaceX and xAI merge</p> <p>(1:10:45) Brad's major win with Trump Accounts</p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</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://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html"> https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html</a></p> <p><a href= "https://www.miamiherald.com/news/local/article214210674.html">https://www.miamiherald.com/news/local/article214210674.html</a></p> <p><a href= "https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs"> https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs</a></p> <p><a href= "https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended"> https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended</a></p> <p><a href= "https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email"> https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email</a></p> <p><a href= "https://x.com/stockpickerspb/status/2009363916573290715">https://x.com/stockpickerspb/status/2009363916573290715</a></p> <p><a href= "https://www.moltbook.com">https://www.moltbook.com</a></p> <p><a href= "https://x.com/galnagli/status/2017573842051334286">https://x.com/galnagli/status/2017573842051334286</a></p> <p><a href= "https://x.com/balajis/status/1937517664907460980">https://x.com/balajis/status/1937517664907460980</a></p> <p><a href= "https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05"> https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05</a></p> <p><a href= "https://x.com/truflation/status/2019409671212396815">https://x.com/truflation/status/2019409671212396815</a></p> <p><a href= "https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record"> https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record</a></p> <p><a href= "https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05"> https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05</a></p> <p><a href= "https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html"> https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html</a></p> <p><a href= "https://polymarket.com/event/spacex-ipo-closing-market-cap-above">https://polymarket.com/event/spacex-ipo-closing-market-cap-above</a></p>