Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Show notes

(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad: https://x.com/altcap 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://truthsocial.com/@realDonaldTrump/posts/115340993884364431 https://x.com/RapidResponse47/status/1972726021196562494 https://x.com/JasonJournoDC/status/1976080696209760487 https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22 https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize https://x.com/BillAckman/status/1976307397099471229 https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013 https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228 https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens https://x.com/libsoftiktok/status/1965294885373947928 https://x.com/CollinRugg/status/1972716966831120601 https://x.com/unlimited_ls/status/1975302286969631204 https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101 https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/ https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461 https://x.com/wallstreetapes/status/1976030014614421936 https://x.com/ericldaugh/status/1976020869752508907 https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42 https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545

Guests

Brad Gerstner

Founder & CEO, Altimeter Capital

Altimeter Capital