- Post Jason asks if #Pollgate is civilly actionable — @jason
Jason asks attorneys whether #Pollgate, even if not criminal, could support a civil suit for intentional fraud and damages.
- Post InvestAnswers: SpaceX earnings reignite the AI trade — InvestAnswers
InvestAnswers says SpaceX's ($SPCX) earnings report reignited the market and asks whether the AI trade is back.
- Post Sundar Pichai on Big Technology Podcast — Sundar Pichai
Sundar Pichai thanks Alex Kantrowitz for a Big Technology Podcast interview covering Google's AI frontier commitment, how close we are to recursive self-improvement, and DeepMind compute vs. Google Cloud profits.
- Post Lark Davis: Elon calls SpaceX-Tesla merger a good idea — Lark Davis
Lark Davis notes Elon said a SpaceX-Tesla merger is a good idea but touchy to discuss; it would be the biggest merger ever at a roughly $3.5T combined market cap.
- Post Lark Davis buys Ethena tokens — Lark Davis
Lark Davis says he bought Ethena (ENA), citing over $1B in real fees generated and an upcoming buyback mechanism.
- Post Lark Davis on Elon's $1T SpaceX 2028 revenue call — Lark Davis
Lark Davis frames Elon's $1T SpaceX 2028 revenue prediction as comparable to Taiwan's GDP, enough to rank as a top 20-25 economy.
- Post Figma CEO Dylan Field: AI slop is creating a trust problem at work — The All-In Podcast
On All-In, Figma CEO Dylan Field says people keep receiving AI-made decks and can't tell whether the sender even read them, which is eroding trust at work.
- Post LarkDavis: SpaceX Q3 revenue $14.58B, up 161% — Lark Davis
Lark Davis notes SpaceX's Q3 revenue of $14.58B beat the $12.72B expected, with AI revenue at $7.6B mostly from renting compute and Starlink at 13.6M subscribers.
- Post InvestAnswers: SpaceX blew out earnings, compute is the whole story — InvestAnswers
InvestAnswers shares the top takeaways from SpaceX's earnings call, arguing compute is the core of the story for $SPCX.
- Newsletter SpaceX Just Blewout Earnings. Compute Is The Whole Story. — InvestAnswers
SpaceX's Q3 2026 revenue of $14.58B beat consensus by $1.71B, with net income of $4.4B and its AI/compute segment now about 52% of revenue. InvestAnswers breaks down the compute buildout and Elon's goal of 10 more gigawatts by end of 2027.
- Post Gemini Personal Intelligence comes to Android Auto — Google
Google is rolling out Personal Intelligence for Gemini on Android Auto now, and to cars with Google built-in in the coming months, connecting info from your Google apps with permission.
- Post InvestAnswers: SpaceX Q3 revenue beat — InvestAnswers
InvestAnswers flags SpaceX's Q3 revenue of $14.58B versus $12.87B consensus, about $700M above even the highest Street estimate, with compute growing from 1.4 GW to 1.7 GW.
- Post Jason's PR advice for Theranos revival: ship it with SI — @jason
Responding to a hypothetical about handling PR for Billy Evans and Liz Holmes, Jason suggests shipping a working version of the Theranos vision powered by superintelligence and open-sourcing the tech and patents.
- Post Jason: AI agents need security and privacy first — @jason
Quoting a report that ChatGPT stores user profile details without being asked, Jason says much of what AI agents do is an unchecked black box and the industry should make security and privacy its top priority.
- Post Lark Davis: surviving the drawdown is the trade — Lark Davis
Lark Davis says you don't need a 100x gem; strict stop losses, taking profits into strength and no emotional attachment to tickers matter more.
- Post Jason offers to rewrite biased headlines — @jason
Jason invites followers to drop biased headlines in his replies for him to rewrite, following up on his earlier rewrite of a NYT headline about unrest in Paris.
- Post Jason cheers America.gov fraud-reporting rewards — @jason
Jason praises Joe Gebbia and National Design Studio for a new America.gov feature that lets people report government-program fraud and, if eligible, earn rewards up to $30K.
- Post InvestAnswers: banks go Bitcoin, JPM ranks BTC top asset — InvestAnswers
InvestAnswers live show on JPM ranking Bitcoin as the top asset, Deutsche Bank custody, Sparkasse apps, a Swiss retail ETF and BlackRock, with 10-year yields near 5% plus tokenization, chip and bot wars.
- Post Figma CEO on Claude Design: model progress isn't product progress — The All-In Podcast
All-In clip where Friedberg asks Figma's CEO how worried he was about Claude Design; the CEO says it's easy to mistake model progress for product progress.
- Post Chamath: what's the CPA equivalent for AI tokens? — Chamath Palihapitiya
Chamath compares AI pricing to the shift from cost per thousand ads to cost per acquisition, asking what outcome-based pricing replaces cost per million tokens.
- Post Lark Davis: learn to close the app — Lark Davis
Lark Davis says a market that never closes never lets emotions cool, and part of the edge is knowing when to step away.
- Post Jason: GM should go all in on FSD minivans, not buybacks — @jason
Jason says GM should build a fully autonomous minivan like the Toyota Alphard instead of putting $20B into buybacks.
- Post Chamath: YouTube daily, Netflix dormant — Chamath Palihapitiya
Chamath says he watches YouTube daily while Netflix sits dormant, contrasting YouTube's low content costs with Netflix's $14B of content-financing debt.
- Post Jason rewrites NYT headline on Paris unrest — @jason
Jason mocks a New York Times headline about Paris riots, saying citizens fear for their safety and prediction markets are swinging to law-and-order candidates.
- Post Crypto Banter: expect turbulence for the next 14 days — Crypto Banter
Ran Neuner says the two weeks before the election are when FUD peaks, so expect market turbulence.
- Post All-In: Figma CEO Dylan Field joins Friedberg live — The All-In Podcast
Live now: Figma co-founder and CEO Dylan Field talks Figma vs frontier AI companies, the 'SaaSpocalypse', lessons from the failed Adobe deal, and the future of design in the AI era.
- Post Chamath: Virginia is America's superintelligence factory capital — Chamath Palihapitiya
Chamath quotes data showing Virginia's commercial power use grew about 7x faster than the national average from 2015 to 2025, driven largely by data centers.
- Post Boz: Arda is rebuilding US manufacturing — Boz
Meta CTO Boz highlights Arda, an Anduril-partnered manufacturing platform that launched publicly with a $160M Series A at a $1.5B valuation.
- Post Gemini 4 Argon codes a real-time browser fur engine — Google
Google shows Gemini 4 Argon, in Antigravity, coding a custom WebGL2 fur engine with GPU groom shaders for real-time hair physics in the browser.
- Post LayerZero sets Zero mainnet and lzATLAS for Nov 30 — Crypto Banter
LayerZero says its Zero mainnet and the first app on it, lzATLAS, go live on November 30.
- Post Ran Neuner: Bitcoin on the verge of a massive move — Ran Neuner
Ran Neuner shares a new video arguing Bitcoin is set up for a big move.
- Post Next 20 days could be critical for Bitcoin — Ran Neuner
Ran Neuner cites research on 23 past Bitcoin volatility squeezes: 78% led to 10%+ moves, often in weeks 2 to 4, and the current one is 10 days in.
- Post Solana Alpenglow upgrade goes live Oct 21 — Crypto Banter
Anza confirms Solana's Alpenglow consensus upgrade activates on mainnet-beta Wednesday Oct 21 around 14:00 UTC, retiring TowerBFT.
- Post Lark Davis: retiring before AI reshapes jobs? — Lark Davis
Lark Davis asks whether you'll build enough wealth to retire on your terms before AI and robotics reshape the job market.
- Post Ran Neuner: major Bitcoin chart signal flashing — Ran Neuner
Ran Neuner says a major signal on the Bitcoin chart historically precedes violent moves and could catch investors off guard.
- Post France moves to tax crypto-to-stablecoin swaps at 31.4% — Crypto Banter
French lawmakers approved a proposal to tax gains on swaps into MiCA stablecoins at a 31.4% flat rate from 2027.
- Post Apple names US manufacturing partners for iPhone Duo and 18 Pro — John Ternus
John Ternus highlights new US suppliers like Perryman and Qnity Electronics in Apple's American Manufacturing Program for iPhone Duo and iPhone 18 Pro.
- Post Founder Mode! — @jason
Jason Calacanis shares a short "Founder Mode" video clip.
- Post Robinhood Crypto's Johann Kerbrat at Token2049 — Crypto Banter
Robinhood Crypto's Johann Kerbrat tells Ran Neuner how the firm launched crypto at the 2018 bottom and did quiet regulatory work.
- Post CTO Larsson: 10 years ahead and Bitcoin chart — CTO Larsson
CTO Larsson's new video looks 10 years ahead and reviews the Bitcoin chart.
- Post Lark Davis live: BlackRock buys BTC, Bitget CEO interview — Lark Davis
Lark Davis broadcast covering BlackRock BTC buying, Nasdaq fears and an interview with Bitget CEO Gracy Chen.
- Post StarkWare: Bitcoin faces tough post-quantum migration — Crypto Banter
StarkWare says Bitcoin passes 7 of 8 crypto-agility checks but faces one of the hardest post-quantum upgrades, since owners must move coins.
- Post Hayes and Tom Lee call $10k ETH — Lark Davis
Lark Davis relays Arthur Hayes calling $10k ETH by year-end and Tom Lee saying ETH tops $10k within 12 months.
- Post Drift exploiter moves $61M ETH to Tornado Cash — Crypto Banter
The Drift Protocol exploiter began moving 25,700 ETH (about $61.6M) to Tornado Cash after two months of inactivity, per Lookonchain.
- Post IRGC warns Hormuz undersea cables could be targeted — Lark Davis
Lark Davis flags IRGC officials warning that undersea internet cables in the Strait of Hormuz could be targeted.
- Post BlackRock IBIT +$665M drives $527M BTC ETF inflow day — Lark Davis
Spot Bitcoin ETFs saw +$527M net inflows, the biggest day in nearly a month, led by $665M into BlackRock's IBIT.
- Post Aave founder sees $200T opportunity in onchain stocks — Crypto Banter
Aave founder Stani Kulechov says borrowing against stocks is already a multimillion-dollar market and could become huge as stocks move onchain.
- Post 7 signs your portfolio sucks — Lark Davis
Lark Davis video on seven warning signs of a weak crypto portfolio.
- Post Murad: memecoins are wealth redistribution assets — Crypto Banter
At Token2049, Murad argues memecoins, like GME and DOGE, gain value from wealth redistribution rather than utility.
- Post Collector Crypt's CARDS surges after record quarter — Crypto Banter
Collector Crypt's CARDS token is rallying after record Q3 pack sales of $433.5M and a Pump.fun launch.
- Post Bitcoin ETFs reverse with $526.6M inflows — Crypto Banter
US spot Bitcoin ETFs took in $526.6M on Oct 19, reversing about $229M of outflows the prior week, per SoSoValue.
- Post France weighs crypto swap tax, exit tax and wallet reporting — Lark Davis
Lark Davis lists French proposals: taxable crypto-to-stablecoin swaps, an exit tax on €800k+ portfolios and reporting on self-custody wallets over €100k.