SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

<p>(0:00) Bestie intros!</p> <p>(4:55) SpaceX-Cursor deal, compute as leverage</p> <p>(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?</p> <p>(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?</p> <p>(1:00:32) SPLC indictment, out of control NGOs</p> <p>(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people</p> <p>Apply for Summit 2026:</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://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion"> https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion"> https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion</a></p> <p><a href= "https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges"> https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges</a></p> <p><a href= "https://polymarket.com/event/will-spacex-acquire-cursor">https://polymarket.com/event/will-spacex-acquire-cursor</a></p> <p><a href= "https://polymarket.com/event/spacex-ipo-by">https://polymarket.com/event/spacex-ipo-by</a></p> <p><a href= "https://x.com/ttunguz/status/2046815725285945820">https://x.com/ttunguz/status/2046815725285945820</a></p> <p><a href= "https://x.com/elonmusk/status/2032201568335044978">https://x.com/elonmusk/status/2032201568335044978</a></p> <p><a href= "https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22"> https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia"> https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia</a></p> <p><a href= "https://x.com/Benioff/status/2044981547267395620">https://x.com/Benioff/status/2044981547267395620</a></p> <p><a href= "https://www.apple.com/leadership/john-ternus">https://www.apple.com/leadership/john-ternus</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness"> https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness</a></p> <p><a href= "https://polymarket.com/event/next-ceo-of-apple">https://polymarket.com/event/next-ceo-of-apple</a></p> <p><a href= "https://x.com/joecarlsonshow/status/2046349686253265302">https://x.com/joecarlsonshow/status/2046349686253265302</a></p> <p><a href= "https://x.com/nickshirleyy/status/2043756610955423782">https://x.com/nickshirleyy/status/2043756610955423782</a></p> <p><a href= "https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and"> https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and</a></p> <p><a href= "https://www.justice.gov/opa/media/1437146/dl">https://www.justice.gov/opa/media/1437146/dl</a></p> <p><a href= "https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege"> https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege</a></p> <p><a href= "https://x.com/nickshirleyy/status/2043756610955423782">https://x.com/nickshirleyy/status/2043756610955423782</a></p> <p><a href= "https://www.nature.com/articles/s41591-026-04342-5">https://www.nature.com/articles/s41591-026-04342-5</a></p>