Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Anthropic的世代长跑,OpenAI惊慌失措,AI护城河,Meta败诉多起官司

All-In with Chamath, Jason, Sacks & Friedberg

2026-03-28

1 小时 20 分钟
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单集简介 ...

(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: 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/@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
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单集文稿 ...

  • All right, everybody, welcome back to the number one podcast in the world.

  • The Fantastic Four, the original.

  • Oh, the cast is back.

  • The cast is back.

  • Our brothers in arms.

  • Brothers in arms.

  • Here we go, good boys.

  • We've got a big news week.

  • David Sachs is back, and he's in the great state of Texas.

  • How's it been, Sachs?

  • How's Texas been for you so far?

  • It's been great, although I just got back from D.C.

  • I got like three hours sleep last night, but we had a lot of news this past week.

  • Yes, and we'll be talking about PCAST and your role going forward in the Trump administration.

  • Big news that we 'll be talking about today also relates to you,

  • O Sultan of Science, David Freeberg, with your background.

  • From the iconic film, for those not watching, it looks like the iconic film in Louise.

  • I wonder if that has something to do with the budget of California, which you've been outspoken about recently.

  • Great rent.

  • Which I retweeted.