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All-In with Chamath, Jason, Sacks & Friedberg

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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Business, Technology, Entrepreneurship

4.010.4K Ratings

🗓️ 10 April 2026

⏱️ 89 minutes

🧾️ Download transcript

Summary

(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:

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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

Transcript

Click on a timestamp to play from that location

0:00.0

How many PRs 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- 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 Chamaat's attention when you said browser history.

0:21.8

What about the dick picks? something that you're willing to, you know, let 100 days pass on. I think you got Chimot's attention when you said browser history.

0:21.8

What about the dick picks?

0:25.4

As Chmott is, he's going to release them himself.

0:30.3

Let your winners ride.

0:33.3

Rain Man, David Sach.

0:37.4

And it said, we open source it to the fans, and they've just gone crazy with it. brain man, David Sack.

0:41.4

And it's said, we open source it to the fans, and they've just gone crazy with it.

0:42.0

Love you, best. I'm going to all it.

0:45.7

All right, everybody.

0:46.7

Welcome back to the number one podcast in the world.

0:48.2

David Freeberg is out this week.

0:50.5

But in his place, the one, the only.

1:12.1

Our fifth bestie, Brian Gersner. I mean, why don't you ever give me a little namaste in your payday anymore? You used to be, I'm going to bring back the interest. You used to be the greatest moderator, but now it's just this kind of labels. You know what? These guys beat me up. They beat me up and they just beat the joy out of me doing this program.

1:15.4

It's because you're a Rokana apologist now.

1:18.7

No. I, we'll get into it. Okay, save it for the fuck. Oh, not Rokana Apologist. Just because I said, like, hey, they've stopped retard maxing

1:24.8

and they've started doing like some logical things uh yeah okay

1:29.4

it's great to be here great to be here good to have you good to have you here and of course uh we have

1:35.3

david sacks is back everybody wants to hear from david sacks we missed you last week bestie we

1:41.0

didn't beat the joy out of you we just try to beat some of the hot air any fluff that you can put on the show that this involves you talking and saying nothing

1:51.1

is that's the stuff we got yeah yeah cut it right now okay yeah we'll cut it out and we'll just put a

1:58.6

promo in for the syndicate.com. Thank you.

...

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