Uploaded June 2026 | Updated September 2026, 2 weeks ago
(0:00) Dan Loeb joins the Besties!
(0:34) Investor journey: From message boards and trolling Wall Street to a multibillion dollar hedge fund
(3:15) Third Point's early days: mentors and market turmoil
(8:47) Strategy shift: Event-driven to quality and AI
(16:01) The art of short selling and a homebuilder trade
(22:15) Criminal justice reform and the Ross Ulbricht pardon
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
plaud.ai
Follow Dan Loeb:
https://x.com/DanielSLoeb1
Apply for Summit 2026:
allin.com/events
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:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@theallinpod
Follow on LinkedIn:
linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
(0:00) Dan Loeb joins the Besties!
(0:34) Investor journey: From message boards and trolling Wall Street to a multibillion dollar hedge fund
(3:15) Third Point's early days: mentors and market turmoil
(8:47) Strategy shift: Event-driven to quality and AI
(16:01) The art of short selling and a homebuilder trade
(22:15) Criminal justice reform and the Ross Ulbricht pardon
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
plaud.ai
Follow Dan Loeb:
https://x.com/DanielSLoeb1
Apply for Summit 2026:
allin.com/events
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:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@theallinpod
Follow on LinkedIn:
linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
#allin #tech #news
