All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence
(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling
(1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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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.youtube.com/watch?v=INGOC6-LLv0
https://openai.com/index/better-language-models
https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf
https://x.com/steipete/status/2040811558427648357
https://x.com/juliusai/status/2041292301234999668
https://polymarket.com/event/ipos-before-2027
https://www.google.com/finance/quote/IGV:BATS
https://polymarket.com/event/anthropic-ipo-closing-market-cap-119
https://truthsocial.com/@realDonaldTrump/posts/116351998782539414
https://truthsocial.com/@realDonaldTrump/posts/116363336033995961
https://truthsocial.com/@realDonaldTrump/posts/116365796713313030
https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html
https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6

(0:00) Jason intros PA Governor Josh Shapiro
(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud
(13:05) Wealth tax debate, what Dems are getting wrong on business
(20:17) 2024 Democratic collapse, future of the party, socialist wing
(38:12) How Congress has become "pathetic," political corruption
(47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens
(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup
(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo
(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat
(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain
(41:48) Autonomous Weapons, AI Decision-Making & Future of War
(47:15) Anthropic vs Pentagon: Ethics of AI in Combat
(50:39) Palantir Surveillance State Claims
(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence
Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin.
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect

(0:00) Bestie intros!
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
(21:00) 2026 IPO explosion, OpenAI down round?
(36:33) Iran War costs, fertilizer crisis, downstream impacts
(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
Follow the besties:
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Follow on X:
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Follow on Instagram:
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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/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals
https://companiesmarketcap.com
https://www.youtube.com/watch?v=Tf_UjBMIzNo
https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549
https://polymarket.com/event/ipos-before-2027
https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot
https://x.com/DrewPavlou/status/2038967293343096896
https://polymarket.com/event/us-x-iran-ceasefire-by
https://polymarket.com/event/us-forces-enter-iran-by
https://tradingeconomics.com/commodity/urea
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://polymarket.com/event/march-inflation-us-annual-higher-brackets
https://www.instagram.com/reels/DWhj1SrjvTU
https://www.youtube.com/@ElishaLong

(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
Follow the besties:
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Follow on X:
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Follow on Instagram:
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Follow on TikTok:
https://www.tiktok.com/@theallinpod
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://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict