SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

Описание

(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people Apply for Summit 2026: https://allin.com/events 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/@theallinpod Follow on LinkedIn: 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/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges https://polymarket.com/event/will-spacex-acquire-cursor https://polymarket.com/event/spacex-ipo-by https://x.com/ttunguz/status/2046815725285945820 https://x.com/elonmusk/status/2032201568335044978 https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22 https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia https://x.com/Benioff/status/2044981547267395620 https://www.apple.com/leadership/john-ternus https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness https://polymarket.com/event/next-ceo-of-apple https://x.com/joecarlsonshow/status/2046349686253265302 https://x.com/nickshirleyy/status/2043756610955423782 https://www.justice.gov/opa