-#allinsummit 2026 was a waste of money for attendees. Big fan of the pod, but we essentially paid $$$$ to listen to 4 double length live podcasts with great guests. The important content was online the same day.

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Epic moment today with Jensen and Pres Trump @theallinpod #allinsummit

Wild moment at the All-In Summit today. Jensen Huang’s phone rings onstage. It’s President Trump. Jensen puts him on speaker. Trump’s AI message was clear: • Don’t slow development • Don’t overregulate • AI “taking over” is overhyped • Robots aren’t taking over • Data centers = economic investment • Losing momentum helps China Jensen’s response: America should make sure every industry, company, state and person wins from AI. The bigger story: the U.S. AI debate is rapidly becoming a choice between acceleration and precaution. And increasingly, AI policy is becoming economic policy + industrial policy + national security policy. That may be one of the defining policy debates of the decade.

NASA is getting its swagger back. That was my biggest takeaway from NASA Administrator Jared Isaacman’s talk—and it was about far more than space exploration. #allinsummit Isaacman laid out an unapologetically ambitious agenda: • Return American astronauts to the Moon by 2028 • Establish humanity’s first permanent outpost on another world • Use the lunar south pole as a proving ground for Mars • Develop nuclear-powered spacecraft for deeper exploration • Rebuild NASA’s experimental flight capabilities • Create a Space Academy to develop the next generation of astronauts, engineers, technicians, pilots, and leaders But the most compelling part of the talk was his diagnosis of what went wrong. NASA spread resources too broadly. Partnerships sometimes became ends in themselves. Programs grew too expensive to fail—and too complicated to succeed. Activity, process, and political accommodation gradually displaced outcomes. Isaacman’s answer is focus, urgency, accountability, and extreme ownership. He also framed space as a great-power competition. China intends to land astronauts near the lunar south pole by 2030, where access to water ice could shape humanity’s long-term presence on the Moon. There are only so many strategically valuable “parking spots,” and whoever establishes a sustained presence first could influence the technologies, standards, alliances, and economics that follow. One line captured the stakes: Our children will inherit either the confidence of a nation still capable of the extraordinary—or the memory of one that used to be. That applies well beyond NASA. Great institutions rarely fail because they lack talent or resources. They lose their edge when complexity replaces clarity, consensus replaces accountability, and protecting the process becomes more important than accomplishing the mission. Isaacman’s message was refreshingly direct: choose the objective, concentrate resources, accept calculated risk, and execute. Go back to the Moon. Stay this time. Then go to Mars. That is the kind of ambition—and institutional leadership—America needs. #NASA #Leadership #Innovation #SpaceExploration

Monday morning start @ #allinsummit @thesecondmover

Day 1 included a photo op with the Besties (pic coming), meetups with old friends (epic), the swag bag (lame), trying out the massive quantities of food (good), and getting the lay of the land for tomorrow's content. #allinsummit

Excited for the All in Summit 2026 Researching AI & Financial Services. Reach out if you're attending!

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Agent-led growth... the next game

Excited for Utah's chances to host the 2034 Olympic Games!