AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

About this episode

(0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow Nikesh: https://x.com/nikesharora 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/@allin 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/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now https://x.com/chamath/status/2112757725369348417 https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718 https://thephp.foundation/blog/2026/10/21/todays-php-security-r