Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
- Apr 10, 2026
- 1:29:17
- Full Episode
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: major threat 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
Brief Summary
The episode covers Anthropic's AI model Mythos, coding's future with AI, and U.S.-Israel foreign policy influence.
Key points
- Anthropic's New Model Mythos. Anthropic withholds its latest AI model, citing potential dangers. A bold move for safety.
- The Fear Factor in AI Marketing. Anthropic's pattern of using fear to market their products raises questions about their sincerity.
- Government Coordination with Tech Companies. Discussion on the collaboration between tech companies and government agencies like the CIA.
- OpenClaw Controversy. Anthropic's actions against OpenClaw raise questions about competition and market share.
- Market Share Debate. A heated debate on whether Anthropic holds a dominant market share in coding.
- Open-Source Disruption. The concept of open-source training is seen as a disruptive force in AI development.
Episode highlights
- Anthropic's New Model MythosAnthropic withholds its latest AI model, citing potential dangers. A bold move for safety.“They realized it would wreak havoc.”6:35Apr 10, 2026
- The Fear Factor in AI MarketingAnthropic's pattern of using fear to market their products raises questions about their sincerity.“They have a proven pattern of using fear as a way to market their new products.”10:42Apr 10, 2026
- Government Coordination with Tech CompaniesDiscussion on the collaboration between tech companies and government agencies like the CIA.“I am 100% certain of that that Dario went to them and said look what we found.”18:48Apr 10, 2026
- OpenClaw ControversyAnthropic's actions against OpenClaw raise questions about competition and market share.“They systematically copied feature by feature of OpenClaw.”25:32Apr 10, 2026
- Market Share DebateA heated debate on whether Anthropic holds a dominant market share in coding.“If Anthropic is delivering over half of the coding tokens, that’s clearly a dominant position.”32:52Apr 10, 2026
- Open-Source DisruptionThe concept of open-source training is seen as a disruptive force in AI development.“The concept of open-source training is a hugely disruptive idea.”38:07Apr 10, 2026
- Anthropic's Revenue ExplosionAnthropic's revenue run rate has topped $30 billion, marking an unprecedented growth in tech.“This is the largest revenue explosion in the history of technology.”44:55Apr 10, 2026
- AI's Financial LandscapeThe discussion reveals that many AI companies are still not profitable, despite massive investments.“We're not at profitability.”53:40Apr 10, 2026
