All-In

We stopped talking to investors and bought $6B of our own stock, says AppLovin's CEO

11 lessons: Why he calls advertising machine learning 1.0, what the buyback did to the share count, and why he thinks agents will not do your shopping…

4 hrs ago • The Scuttlebutt

Satya Nadella: tell an agent to optimize working capital and it may fake the books

10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…

Sep 16 • The Scuttlebutt

Elon Musk: have the AI labs test each other's models, and China would probably agree

13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…

Sep 16 • The Scuttlebutt

Jensen Huang: the 10% extinction figure is made up, and saying it is irresponsible

15 arguments: the failed predictions he wants counted, why closed models are bottled water and open ones are free, and the call from President Trump…

Sep 15 • The Scuttlebutt

Nvidia's most profitable quarter ever, a $10 trillion refinancing wall, and the fight over Druckenmiller's AI-written op-ed | All-In

Why the SaaS death trade unwound, what Benioff gave up to Anthropic to stay the system of record, and Friedberg's case that Moderna is selling a…

Aug 30 • The Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts