(0:00) Bestie intros: Recapping recent interviews and the state of American science

(3:31) China's Robot Olympics, Optimus update, Grok Bot

(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed

(33:32) Bessent gets called out by Druckenmiller for bond market interference

(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed

(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules

(1:22:52) Science Corner: Moderna's mRNA cancer vaccine

Come hang with the Besties at the All-In Summit | September 13-15:

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Referenced in the show:

https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html

https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

https://polymarket.com/event/largest-company-end-of-december-2026

https://www.cnbc.com/2026/08/18/treasury-yields-.html

https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html

https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes

https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74

https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6

https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

(0:00) Eric Weinstein joins the show!

(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat

(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas

(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?

(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?

(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison

(01:16:12) China poaches our best scientists, AI reads the trash can corpus

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(0:00) Michael Kratsios joins the show!

(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain

(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses

(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?

(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28

(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American

(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71

Follow the besties:

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Intro Music Credit:

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#allin #tech #news