SpaceX-Cursor交易，SaaS债务炸弹，苹果新CEO，SPLC起诉，结肠癌激增｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) 好友开场！ (4:55) SpaceX-Cursor交易，计算作为杠杆 (18:33) SaaS血洗，债务炸弹即将来临，抄底？ (46:20) 苹果新CEO：John Ternus接替Tim Cook，苹果下一步是什么？ (1:00:32) SPLC起诉，非政府组织失控 (1:19:03) 科学角落：发现年轻人结肠癌激增的潜在原因申请2026年峰会：https://allin.com/events 关注好友：https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注X：https://x.com/theallinpod 关注Instagram：https://www.instagram.com/theallinpod 关注TikTok：https://www.tiktok.com/@theallinpod 关注LinkedIn：https://www.linkedin.com/company/allinpod 片头音乐鸣谢：https://rb.gy/tppkzl https://x.com/yung_spielburg 片头视频鸣谢：https://x.com/TheZachEffect 节目中引用：https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges https://polymarket.com/event/will-spacex-acquire-cursor https://polymarket.com/event/spacex-ipo-by https://x.com/ttunguz/status/2046815725285945820 https://x.com/elonmusk/status/2032201568335044978 https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22 https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia https://x.com/Benioff/status/2044981547267395620 https://www.apple.com/leadership/john-ternus https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness https://polymarket.com/event/next-ceo-of-apple https://x.com/joecarlsonshow/status/2046349686253265302 https://x.com/nickshirleyy/status/2043756610955423782 https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and https://www.justice.gov/opa/media/1437146/dl https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege https://x.com/nickshirleyy/status/2043756610955423782 https://www.nature.com/articles/s41591-026-04342-5