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

(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