All-In with Chamath, Jason, Sacks & Friedberg
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Technology
My Daily AI & Markets Briefing
by Mahdi Naser Moghadasi
Today: #135 in Technology on our combined chart.
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Ranking history
History builds daily. We started tracking this show on the Technology chart recently, so the trend line appears after a second day of data.
View as table
| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 6 | #135 | #123 |
About the show
An automated two-host daily briefing on the stock market and AI, generated by Claude on Amazon Bedrock and voiced by ElevenLabs.
Latest episodes
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The Daily Brief — Monday, October 5, 2026
October 5, 2026 · 6 minSemiconductor ETF SOXL slid 2.3% as chip stocks took a breather after a record run, even as VUG, QQQ, and VGT all nudged higher on Goldilocks jobs-data momentum. • Nvidia hit a fresh all-time high, with options traders now pricing a path…
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AI Daily Briefing — Sunday, October 4, 2026
October 4, 2026 · 13 minTrump creates a 'Super Intelligence Force' and names Jay Clayton as AI czar in the most sweeping restructuring of U.S. federal AI governance yet, following a summit where top tech CEOs signed a safety pledge. • OpenAI senior safety…
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AI Daily: Saturday, October 3, 2026
October 3, 2026 · 9 minNvidia hit a fresh all-time high of $237.87, powered by a $150B buyback and AI infrastructure demand, catapulting SOXL roughly 13% for the week while QQQ, VGT, and VUG posted solid 1–1.5% gains. • Four frontier labs — Anthropic, OpenAI…
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AI Daily: Friday, October 2, 2026
October 2, 2026 · 10 minSOXL surged 9.43% as AI-driven semiconductor enthusiasm and Micron's blowout results powered all four watched ETFs sharply higher to open October. • xAI's Grok chatbot reportedly influenced a U.S. presidential decision to authorize…
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Tech & AI Daily – Thursday, October 1, 2026
October 1, 2026 · 10 minMicron's blockbuster Q4 earnings confirmed AI-driven memory demand is structurally elevated, lifting SOXL and semiconductor ETFs even as the 10-year Treasury yield hit its highest level since 2002. • Google launched Gemini 4 Argon, its…
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AI Daily: Wednesday, September 30, 2026
September 30, 2026 · 10 minOpenAI closes a historic $30B funding round at a $1.4 trillion valuation — the largest private raise ever — while launching 'Dots' persistent agents and the cheaper GPT-6.1 Sol model. • Anthropic's Claude Sonnet 5.5 arrives 30% faster, but…
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Tech & AI Daily — Tuesday, September 29, 2026
September 29, 2026 · 11 minSOXL surges nearly 6% on Nvidia's $150B buyback enthusiasm, while broader tech ETFs inch up modestly — but the Philly Semi Index still sits 14% below June highs, a warning sign for chip bulls. • Anthropic's IPO filing is a landmark…
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AI Daily — Monday, September 28, 2026
September 28, 2026 · 10 minSOXL dropped nearly 5% as AI-hardware euphoria faded, bond yields surged, and Meta slipped — though Nvidia's record $150B buyback and a U.S.-China semi trade deal offered partial offsets. • Nvidia launched an open Agent Safety Platform…