Moderna's $500K Cancer Shot and Regulatory Capture
David Friedberg explains why Moderna's $500,000 mRNA cancer vaccine relies on public NIH science and cheap synthesis wrapped in regulatory capture.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg · Sunday, August 30, 2026
The hosts break down Nvidia's record-breaking quarterly earnings and Salesforce's AI-driven surge, declaring an end to the 'SaaS apocalypse' and AI capex bubble narratives. They debate the growing US fiscal debt crisis and the public clash between Treasury Secretary Scott Bessent and legendary investor Stanley Druckenmiller. Finally, they debate the ethics of using AI for writing op-eds and analyze Moderna's mRNA neoantigen cancer vaccine breakthrough alongside healthcare pricing dynamics.
Why the SaaS Apocalypse Narrative Just Collapsed
Salesforce surged 20% after opening its platform to AI agents. Here is what it means for enterprise software and horizontal platforms.
Stanley Druckenmiller Used AI to Write an Op-Ed. Is It Cheating?
Stanley Druckenmiller used AI to draft a Wall Street Journal op-ed on bond markets. The All-In hosts debate whether AI writing is fraud or a basic tool.