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SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

4/24/20261 hr 31 min

(0:00) Bestie intros!

(4:55) SpaceX-Cursor deal, compute as leverage

(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?

(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?

(1:00:32) SPLC indictment, out of control NGOs

(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people

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Referenced in the show:

https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion

https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion

https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges

https://polymarket.com/event/will-spacex-acquire-cursor

https://polymarket.com/event/spacex-ipo-by

https://x.com/ttunguz/status/2046815725285945820

https://x.com/elonmusk/status/2032201568335044978

https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22

https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia

https://x.com/Benioff/status/2044981547267395620

https://www.apple.com/leadership/john-ternus

https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness

https://polymarket.com/event/next-ceo-of-apple

https://x.com/joecarlsonshow/status/2046349686253265302

https://x.com/nickshirleyy/status/2043756610955423782

https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and

https://www.justice.gov/opa/media/1437146/dl

https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege

https://x.com/nickshirleyy/status/2043756610955423782

https://www.nature.com/articles/s41591-026-04342-5

Clips

Showing 10 of 14

Transcript preview

First 90 seconds
  1. Speaker 00:00

    Jason, you are the- Yes, ma'am ... unique person that is at the intersection of both the [censored] and the SPLC files. [laughs] Do you have a comment?

  2. Jason Calacanis· Host0:08

    No comment.

  3. Speaker 00:08

    [laughs] Do you have a comment, Jason?

  4. Jason Calacanis· Host0:09

    No, I'm not in the SPLC files.

  5. Speaker 00:11

    Yes, you are. Yes, you are. You're adjacent.

  6. Jason Calacanis· Host0:13

    I'm adjacent on the vice files.

  7. Speaker 00:13

    You're SPLC adjacent, and you're [censored]. What does that mean? In the Venn diagram- I thank you, though, [laughs] for putting me in the crosshairs of all the lunatics. Well, you've got, got a really good way to select. I mean, it's great.

  8. Jason Calacanis· Host0:23

    There's a reason why I'm carrying this, guys. Oh, my gosh. It's because [censored] people- What the [censored] is going on? [laughs] There's a reason why I carry a stiletto and a P35. What the [censored] are you doing? [laughs] There's a reason. If you wanna jump the [censored] feds, feel free. [laughs] JPal is ready.

  9. David Friedberg· Host0:41

    [laughs] What's going on?

  10. David Sacks· Host0:47

    Let your winners ride.

  11. Jason Calacanis· Host0:48

    Rain Man David Sax.

  12. David Friedberg· Host0:52

    What's going on?

  13. Jason Calacanis· Host0:54

    And I said- We open sourced it to the fans, and they've just gone crazy with it. W. Wesley. Queen of Kenrob.

  14. David Friedberg· Host1:00

    What's going on?

  15. Jason Calacanis· Host1:02

    All right, everybody, welcome back to the greatest podcast in the universe, episode 270 of the All In podcast, your podcaster's favorite podcast, with me again, your sultan of science, David Freeberg, the Dick Tater, Chamath Palihapitiya. [laughs] And yeah, the Rain Man is back. Yeah, it's definitely David. David Sax. Um, he's definitely in DC with, uh, with POTUS, yeah. [laughs] POTUS lets him drive in the driveway.

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