The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

开源AI的争夺战,Anthropic的15亿美元分红,纽约社会党人:驱逐=暴力?

All-In with Chamath, Jason, Sacks & Friedberg

2026-07-25

1 小时 33 分钟
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单集简介 ...

(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights Apply for All-In Summit 2026: https://allin.com/events 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://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai https://x.com/mkratsios47/status/2079933645888880708 https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747 https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks https://stratechery.com/2026/whos-afraid-of-chinese-models https://x.com/CommerceGov/status/2080341953086886387 https://x.com/tickerplus/status/2080123562560504240 https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking https://x.com/sama/status/2077817060068057493 https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20 https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation https://x.com/typesfast/status/2080339052398891244 https://www.thefp.com/p/why-new-york-city-has-50000-ghost
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单集文稿 ...

  • All right, everybody, welcome back.

  • Episode 282 of the World's Greatest Podcast.

  • It's your podcaster's favorite podcast.

  • It's your mom's favorite podcast.

  • It's the All In Podcast.

  • With me again, David Sachs from my podcast here, David Freeberg.

  • It was a big week.

  • It was a big week.

  • The continuing number one story in the world is Kimi K3.

  • It sparked a debate about banning Chinese open source models here in...

  • The United States, and it's gone all the way to the White House.

  • Last Friday, we talked about it here.

  • China's Moonshot AI released Kimi K3, open source model, obviously.

  • Performance on par, on par, not six months behind, not 12 months behind,

  • but now on par with models like Opus 4.8 and GPT 5.6,

  • which in and of itself is extraordinary, but about 50% cheaper.

  • And this has created a bit of a panic, similar to the Deke Seek moment

  • that we had here back in early 2025. The White House, David Sachs, has gotten involved.

  • Michael Kratzios, friend of the show, said, quote, we have information

  • that moonshot AI distilled Anthropics fable for the development of its K3 model.