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All-In with Chamath, Jason, Sacks & Friedberg

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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Technology, Entrepreneurship, Business

4.010.4K Ratings

🗓️ 27 March 2026

⏱️ 80 minutes

🧾️ Download transcript

Summary

(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

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https://www.tiktok.com/@theallinpod

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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

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:05.8

the original. Oh, the cast is back. The cast is back. Our brothers in arms. Brothers in

0:11.6

arms. Here we go, boys. We've got a big newsweek. David Sacks, is back, and he's in the great

0:19.8

state of Texas. How's it been, Sacks? Has Texas been for you so far?

0:23.9

It's been great, although I just got back from D.C. I got like three hours sleep last night,

0:27.9

so, but we had a lot of news this past week.

0:31.2

Yes, and we'll be talking about P-Cast and your role in the, and da-da-da-da-da-da.

0:37.1

And your role going forward in the Trump administration.

0:40.0

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

0:43.6

O Sultan of Science David Freiburg with your background from the iconic film, for those not watching,

0:50.8

looks like the iconic film in Louise.

0:52.8

I wonder if that has something to do with the budget of California,

0:55.9

which you've been outspoken about recently.

0:58.5

Great rent.

0:59.8

Which I retweeted.

1:00.4

I'm a mega rant with Molly.

1:01.8

Thank you, boys.

1:02.4

I retweeted it too.

1:04.2

If only you could be allowed

1:06.8

the time and space to do those kinds of rants on this pod.

1:10.4

Thank you very much. Thank you very much.

1:27.8

Thank you. Right as I say thank you, Jake L starts talking over me. Here he is. He's going again. He's going again. There it is. Dr. Dume. Dr. Dume, your mayor. Your new governor. Would you consider it, Freberg, after O'Hawlo running for governor? There is no after O'Hollo. Oh, please do it.

...

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