(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir’s work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China’s strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IRE ...

[Music] Welcome back. It's the fourth edition of the Allin Summit. [Music] Let's [ __ ] go.[Music] This is our fourth year and it looks like it's going to be the best ever. Where is the line. I mean, I can identify it.It's at cost plusdrugs. com. Yes, sir.No. And it's happening. I was I was thinking backstage like this is one smart move.Where do I meet my SSRI needs. We have some besties who like hearing themselves talk. This thing's gotten so [ __ ] big.We can't even host it on the Santa Monica Pier anymor ...

We're all at fault. It's all like, well, how can we do this more efficiently. Well, do what.Like, in the end, I want to live in a society where people live in single family homes with little lawns that they own that are not going to be taken away from them, like actual property rights, not theoretical properties. It's like my house. Okay.I want married people and I want them to have children and grandchildren with the rough assurance, the future of course being fundamentally unknown, but rough assurance tha ...

Corporate Bankruptcy Trends - Corporate bankruptcies in 2025 have reached the highest level since 2010, following the Great Financial Crisis [1][3] - As of July 2025, there have been 446 large corporate bankruptcies, defined as public companies with at least $2 million in debt or private companies with at least $10 million in assets or liabilities [1][3] - The increase in bankruptcies is linked to the rate hike cycle in 2022 and 2023 [3] Contributing Factors to Bankruptcies - Artificially suppressed interest rates at zero for an extended period allowed companies to raise excessive capital, delaying inevitable bankruptcies [6][7] - The lack of "creative destruction" in American company formation since the GFC has led to a backlog of companies that should have failed [9][10] - Relaxed constraints on M&A activity may lead to more aggressive acquisitions of assets from floundering businesses, contributing to bankruptcies [12][13] - Increased competition from unexpected companies is putting pressure on various business categories [14] Retail Sector Vulnerability - Retail businesses with physical locations are particularly vulnerable due to the leverage associated with long-term leases, which are akin to debt [18][19] - Macro trends of declining foot traffic to physical locations, influenced by companies like Amazon and Shein, exacerbate the challenges for retailers [18] Commercial Real Estate Debt Crisis - Approximately $2.2 trillion of commercial real estate (CRE) debt is maturing before 2028, posing refinancing challenges [24] - Higher interest rates and declining real estate valuations are making it difficult for developers to refinance debt, potentially leading to foreclosures [26][27] - Banks are hesitant to foreclose on commercial real estate due to the negative impact on their balance sheets, leading to restructuring efforts [24] - Traditional office construction is facing headwinds as financing flows shift towards data centers, further straining the commercial real estate sector [30]

The US government just took a 10% stake in Intel. Last Friday, Trump announced that the US government would acquire 10% of the chip maker. As we all know, there was this chips act to try to onshore chip manufacturing. There's a lot of chip companies that are US, but they don't actually make the chips here in the United States. Most of the chips in the world are made in Taiwan, obviously, by TSMC. And so these grants were created. Nine billion of them were grants. There were also tens of billions in loans. A ...

I honestly believe that the AI revolution is underhyped. Now, why is this all important. >> Eric Schmidt is here.He's the former Google executive chairman and CEO. >> These agents are going to be really powerful, and they'll start to work together. We're soon going to be able to have computers running on their own, deciding what they want to do.>> Now, we have the arrival of a new nonhuman intelligence, which is likely to have better reasoning skills than humans can have. So if you were emperor of the world ...

Chimoth, well, start with you from the market's perspective. The Fed's supposed to be independent. So, do you have concerns about it being independent and then does this feel like lawfare or tickytacky or they're weaponizing the Justice Department to you to, you know, get what they want, which is rate cuts faster and more of them.>> I think that the Fed is no different than any other appointee to a part of the government, which is that they are partisan. Meaning, if I said to you, is the Supreme Court viewe ...

Pal has been intensely political. I think Trump is right to be frustrated. Let's just go back through the history.In the summer of 2021, we got that 5% shock inflation print. And it was pal who played along with Biden and Yellen that this was transitory. And that transitory narrative they used to basically avoid any change of policy for 6 months.Now, what was the importance of that timing. Well, Pal was renominated for a second term by Biden on November 22nd, 2021. So in other words, he went along with this ...

Political Analysis - Rick Caruso is a competent developer who prioritizes safety and cleanliness in his developments [1] - Running a city is like running a business for the benefit of residents, requiring good business decisions [1] - Rick Caruso now has a golden road in the governor's race if he wants it [1] - The decline of LA over the last decade is tragic, with people paying huge consequences [2]

[Music] Mark Cuban is here since he was a child. He wanted to be an entrepreneur. I just love to compete for whatever reason.I do. We want all our fellow Americans to succeed. The Dallas Mavericks are NBA champions, the first title in franchise history.One of America's most famous professional sports owners is selling his beloved team. You've done a reality show. Just retired from that.Cashed out of the Mavericks check. kind of adds up to you're going to run for president. No. No. There's no way.No. ...