Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Oct 3, 2025 All-In Podcast
(0:00) Bestie intros!
(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble
(17:42) IPO market, SPAC 2.0
(27:41) The AI rollup opportunity
(36:01) Sacks joins the show!
(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry
(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation

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Referenced in the show:
https://apnews.com/article/ea-electro...
https://www.ign.com/articles/xbox-gam...
https://x.com/Jason/status/1973461806...
https://www.npr.org/2025/09/05/nx-s1-...
https://x.com/scaling01/status/197265...
https://www.insidetechlaw.com/blog/20...
https://www.datacenterdynamics.com/en...

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