Podcasts · All-In with Chamath, Jason, Sacks & Friedberg
AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?
· 1 h 43 min
Episode AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?
(0:00) Bestie intros!
(0:11) Ken Griffin's AI bubble warning
(8:19) Palo Alto Networks CEO Nikesh Arora joins
(14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead
(44:17) France on the brink: Riots, immigration referendum, debt crisis
(1:31:49) Trump's second half strategy, Press Secretary J-Cal?
Follow Nikesh:
https://x.com/nikesharora
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@allin
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https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now
https://x.com/chamath/status/2112757725369348417
https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718
https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security
https://x.com/eastdakota/status/2113079352682570051
https://x.com/nsacyber/status/2112903220209098897
https://abliteration.ai
https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html
https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21
https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd
https://x.com/visegrad24/status/2111542897598455888
https://polymarket.com/event/france-declares-state-of-emergency-byptptpt
https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt
https://x.com/GOP_is_Gutless/status/2112157762981347373
Links in the notes 20
- https://x.com/nikesharora
- https://x.com/chamath
- https://x.com/Jason
- https://x.com/DavidSacks
- https://x.com/friedberg
- https://x.com/theallinpod
- https://www.instagram.com/theallinpod
- https://www.tiktok.com/@allin
- https://www.linkedin.com/company/allinpod
- https://rb.gy/tppkzl
- https://x.com/yung_spielburg
- https://x.com/TheZachEffect
- https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now
- https://x.com/chamath/status/2112757725369348417
- https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718
- https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security
- https://x.com/eastdakota/status/2113079352682570051
- https://x.com/nsacyber/status/2112903220209098897
- https://abliteration.ai
- https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html
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