E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

In this episode of the All-In Podcast, Friedberg, Jason, and Brad Gerstner discuss a range of topics, beginning with Friedberg's recent poker tournament experience and his preference for Southwest Airlines. The conversation shifts to market trends, including the ARM IPO and the tech stock rally, with Friedberg expressing skepticism about inflated valuations and potential economic downturns. They analyze the impact of AI on various industries, debating whether it's overhyped and discussing the future of search engines in the age of AI. The hosts also explore the Reddit API strike and the power dynamics between content creators and platforms. The episode concludes with a discussion on venture capital funding, questioning the wisdom of large seed rounds and the importance of constraint for startups, as well as a science corner segment on genetically modified mosquitoes and sunscreen ingredients.