Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

<p dir="ltr">(0:00) Michael Burry's big short against AI</p> <p dir="ltr">(12:00) Why Palantir is so richly valued vs other tech companies</p> <p dir="ltr">(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms</p> <p dir="ltr">(36:18) H-1B debate flares up again after Trump's comments on Fox News</p> <p dir="ltr">(42:37) Science Corner: Solar storms, coronal mass ejection, risks</p> <p dir="ltr">(51:14) Rich Americans fleeing "the great confiscation"</p> <p> </p> <p dir="ltr">Join us at the All-In Holiday Spectacular!:</p> <p dir="ltr">https://allin.com/events</p> <p> </p> <p dir="ltr">Follow the besties: </p> <p dir="ltr">https://x.com/chamath</p> <p dir="ltr">https://x.com/Jason</p> <p dir="ltr">https://x.com/DavidSacks</p> <p dir="ltr">https://x.com/friedberg</p> <p> </p> <p dir="ltr">Follow on X:</p> <p dir="ltr">https://x.com/theallinpod</p> <p> </p> <p dir="ltr">Follow on Instagram:</p> <p dir="ltr">https://www.instagram.com/theallinpod</p> <p> </p> <p dir="ltr">Follow on TikTok:</p> <p dir="ltr">https://www.tiktok.com/@theallinpod</p> <p> </p> <p dir="ltr">Follow on LinkedIn: </p> <p dir="ltr">https://www.linkedin.com/company/allinpod</p> <p> </p> <p dir="ltr">Intro Music Credit:</p> <p dir="ltr">https://rb.gy/tppkzl</p> <p dir="ltr">https://x.com/yung_spielburg</p> <p> </p> <p dir="ltr">Intro Video Credit:</p> <p dir="ltr">https://x.com/TheZachEffect</p> <p> </p> <p dir="ltr">Referenced in the show:</p> <p dir="ltr"> https://x.com/michaeljburry/status/1988778952299802818</p> <p dir="ltr"> https://x.com/_Investinq/status/1988847716613365845</p> <p dir="ltr"> https://x.com/michaeljburry/status/1987918650104283372</p> <p dir="ltr"> https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html</p> <p dir="ltr"> https://x.com/jatanackov/status/1988256651103592564</p> <p dir="ltr"> https://x.com/omapproach/status/1988410644907856075</p> <p dir="ltr"> https://x.com/latestinspace/status/1988606899932299700</p> <p dir="ltr">https://www.swpc.noaa.gov/</p> <p> </p>