Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

安索普的300亿美元扩张、神话末日、奥克利踝部开放、伊朗战争停火、以色列影响力

All-In with Chamath, Jason, Sacks & Friedberg

2026-04-11

1 小时 29 分钟
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单集简介 ...

(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 Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap 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://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
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单集文稿 ...

  • How many PRs do you think are going to get pushed to the core structural internet in 100 days?

  • What's the over-under number?

  • Because I'll give you a number.

  • You're going to say zero.

  • My answer to that is- No, no, no.

  • I'll say like 10,000, but it's going to be a meaningless thing.

  • But if it prevents your browser history from being released to everybody in the world,

  • Chamath, that may be something that you 're willing to, you know, let 100 days pass on.

  • I think you got Chamath's attention when you said browser history.

  • What about the dick pics?

  • Yeah.

  • Chamath, he's going to release them himself.

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

  • David Freeberg is out this week, but in his place, the one, the only.

  • Our fifth bestie, Brian Gerstner.

  • I mean, why don't you ever give me, puts a little namaste in your payday anymore?

  • Absolutely.

  • You used to be the greatest moderator, but now it's just this kind of label.

  • You know what?

  • These guys beat me up.