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  • #264 - Digicel: Managing Network Operations Across Diverse, Small Markets

    1 day ago

    #264 - Digicel: Managing Network Operations Across Diverse, Small Markets

    Digicel provides fixed and mobile telecommunications services in 25 countries across the Caribbean, and Central and South America. Its country-specific operating units have one thing in common: they are all different. Digicel Chief Executive Officer Marcelo Cataldo joins Inside Towers Business Editor John Celentano to discuss Digicel’s distinctive characteristics and the opportunities and challenges of operating a telecom organization across this diverse region. Support the show

  • Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    6 days ago

    Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

    (0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios 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: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence https://x.com/AndrewBenson/status/2115458726396310008 https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676 https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20 https://x.com/rdominguezibar/status/2114785991462428811 https://x.com/jaminball/status/2115121906630238287 https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety https://www.anthropic.com/institute/measuring-pace-of-ai-development https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322 https://x.com/EconomyApp/status/2115539079999971384 https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative https://x.com/Couch_Investor/status/2115541399898571180 https://x.com/Geiger_Capital/status/2112702741995037179 https://x.com/PatrickRuffini/status/2089729804941594660 https://x.com/maxanderson/status/2080229375773941871 https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

  • AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    23 Oct

    AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

    (0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow Nikesh: https://x.com/nikesharora 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: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now https://x.com/chamath/status/2112757725369348417 https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718 https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security https://x.com/eastdakota/status/2113079352682570051 https://x.com/nsacyber/status/2112903220209098897 https://abliteration.ai https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21 https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd https://x.com/visegrad24/status/2111542897598455888 https://polymarket.com/event/france-declares-state-of-emergency-byptptpt https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt https://x.com/GOP_is_Gutless/status/2112157762981347373

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