All-In with Chamath, Jason, Sacks & Friedberg Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
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Feb 13, 2026 They dig into AI’s real workplace impact, the rise of on‑prem models and exploding token budgets. Heated debate over prediction markets and possible Super Bowl insider bets. A deep look at the CBO’s fiscal forecast and whether growth or rising interest costs will win. Final segment marvels at Ferrari’s first fully electric design and what it means for car culture.
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On-Prem Returns For Confidentiality
- On-premise infrastructure may return because enterprises want control over confidential data used by AI agents.
- Using public AI endpoints risks leaking proprietary prompts, responses, and agent traces to model providers.
Firm Uses Replicant Agents At Scale
- Jason describes deploying multiple AI replicants with Notion, Slack, and Google accounts to automate firm tasks.
- He reports 20% of an investment team's work now handled by agents and an Ultron meta-agent supervising them.
Set Token Budgets For AI Agents
- Give agents limited, monitored token budgets and monitor costs because API spend can scale rapidly per agent.
- Balance token allocations so AI-driven productivity doesn't bankrupt your org.