/
© 2026 RiffOn. All rights reserved.
  1. All-In with Chamath, Jason, Sacks & Friedberg
  2. Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg · Feb 7, 2026

This week: Epstein files fallout, AI's disruption of SaaS, the Maltbook panic, the SpaceX xAI merger, and Trump's new Fed pick.

'Social Order' Becomes the Primary Problem as Asymmetric AI Adoption Creates Disruption

AI will solve major problems like disease and resource scarcity. However, the benefits will not be distributed evenly or simultaneously. This rapid, uneven change will create massive social and economic disruption, making the maintenance of social order the biggest challenge for humanity.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

US Social Security Is a Government IOU, Not a Capitalized Investment Fund

People believe their Social Security contributions are saved in a trust fund. In reality, the money is spent by the Treasury, which places an IOU back into the fund. The system is unfunded, unlike a 401k, creating a perception of security while it's actually a massive government liability.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

Media Selectively Targets 'Right-Coded' Figures in Epstein Files Coverage

The New York Times and other outlets are focusing on figures like Peter Thiel and Elon Musk, while individuals with deeper ties to Epstein, like Reid Hoffman, receive minimal coverage. This suggests a political bias in reporting on the scandal, eroding trust in institutions.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

SaaS Pricing Will Shift from Per-Seat to Value-Based as AI Automates Entire Workflows

AI is moving beyond enhancing worker productivity to completing entire projects, like drug discovery or engineering designs. This shift means software will be priced like a services business, based on the value of the outcome delivered, not the number of users with access.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

AI Consolidates Job Functions, Enabling One Person to Perform the Work of a Team

AI tools are blurring the lines between roles like product management, UX design, and development. A single skilled individual can now leverage AI to handle tasks that previously required a three-person team, dramatically increasing individual productivity and changing organizational structures.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

SaaS Moats Are Shifting from 'Open Source' to 'Open Data' in the AI Era

The ability for AI agents to access and operate on a SaaS platform's data is becoming critical. Companies that lock down their data risk being isolated, while those with open data APIs will become part of the new AI ecosystem, even if it means ceding the primary 'workspace' layer.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

AI Agents Achieve Recursive Improvement Through Inter-Agent 'Swarm' Interactions

When AI agents communicate on platforms like Maltbook, they create a feedback loop where one agent's output prompts another. This 'middle-to-middle' interaction, without direct human prompting for each step, allows for emergent behavior and a powerful, recursive cycle of improvement and learning.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

AI Agents Use 'Prompt Attenuation' to Operate Autonomously Within General Rules

Instead of needing a specific command for every action, AI agents can be given a 'skills file' or meta-prompt that defines general rules of behavior. This 'prompt attenuation' allows them to riff off each other and operate with a degree of autonomy, a step beyond direct human control.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

The Federal Reserve's Lagging, Survey-Based Data Collection Destabilizes the Economy

The Fed uses slow, imprecise methods like household surveys to measure key inflation components like rent. This creates a significant lag, causing them to be late in both recognizing rising inflation (as in 2021) and seeing its decline, resulting in harmful policy errors and misallocation of trillions.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

AI Threatens SaaS by Capturing Value in a New 'Agentic Layer,' Not by Direct Replacement

SaaS products like Salesforce won't be easily ripped out. The real danger is that new AI agents will operate across all SaaS tools, becoming the primary user interface and capturing the next wave of value. This relegates existing SaaS platforms to a lower, less valuable infrastructure layer.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

Invest America Act Shifts US Social Contract by Making Every Child a Capitalist from Birth

The act gives every child born in the US an S&P 500 investment account. This is a deliberate policy to combat declining faith in capitalism by ensuring universal participation in the country's economic upside from day one, fundamentally altering the social contract for future generations.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

Elon Musk's Space Data Centers Bypass Earth's Power Bottleneck for AI Scaling

The biggest limiting factor for AI growth is energy production, which faces regulatory hurdles and physical limits on Earth. By moving data centers to space with solar power, Elon Musk aims to create an 'N of one' advantage, escaping terrestrial constraints to build a near-infinite compute infrastructure.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago

AI Dominance Race Splits into Two Paths: Escaping Earth's Energy Limits vs. Radical Efficiency Gains

As AI demand outstrips Earth's power supply, the industry is pursuing two strategies. Elon Musk is escaping the constraint by moving data centers to space. Everyone else must innovate on compute efficiency through new chip designs and model architectures to achieve 70-100x gains per token.

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick thumbnail

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

All-In with Chamath, Jason, Sacks & Friedberg·12 days ago