Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for Trump

ℹ️ EPISODE INFO

Released

November 7, 2026

Duration

1h 33m

Channel

All-In Podcast

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

*This episode was recorded Friday morning (0:00) Bestie intros! (3:37) Midterms postmortem: What led to a generational GOP collapse? (32:26) How can Trump salvage his presidency? (53:13) Market reaction: Data center fears, $4T in market cap shed, AI ban potential (1:24:21) Science Corner: OpenAI solves Exponential Time Hypothesis Chamath on Tetragrammaton with Rick Rubin: https://www.youtube.com/watch?v=sUgwBqSRf3E 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.nytimes.com/live/2026/11/06/us/midterm-elections-trump https://www.texastribune.org/2026/11/04/texas-democrats-blue-wave https://www.cnbc.com/2026/11/06/jobs-report-october-2026.html https://x.com/atrupar/status/2118056070715162747 https://x.com/JDVance/status/2118004988433641835 https://polymarket.com/event/ipos-before-2027 https://www.wsj.com/finance/major-investors-are-skeptical-anthropic-ipo-can-achieve-1-5-trillion-valuation-ca965d8b https://x.com/xdNiBoR/status/2118412345789579392 https://www.crusoe.ai/resources/newsroom/crusoe-wyoming-data-center-campus-update #allin #tech #news

🎤 SPEAKERS

• Jason Calacanis

  host

  Venture capitalist and founder of Launch, serving as the primary moderator on the All-In podcast.

• David Sacks

  host

  Investor and tech executive known for political/economic analysis as a co-host of the All-In podcast.

• Chamath Palihapitiya

  host

  Investor and entrepreneur who frequently discusses markets, politics, and technology as a co-host of the All-In podcast.

• David Friedberg

  host

  Entrepreneur and investor who often leads the show’s science/tech deep-dives as a co-host of the All-In podcast.

🧾 EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for Trump explores Midterm backlash, affordability politics, and data-center fears shake AI markets The episode opens with a midterms postmortem where Democrats sweep both chambers, and the panel debates whether the decisive driver was the Iran war’s economic fallout or a deeper, post-COVID affordability breakdown.

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