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

2026-04-10 Entertainment
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All-In Podcast
All-In Podcast
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Description

(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 #allin #tech #news

Top Comments (10)

@arjunsridhar3350 2026-04-10

Cold open is back!

191 14 replies
@ben.e.powers 2026-04-10

How did Mythos miss the Claude code leak?

211 14 replies
@Gerald.rehngd 2026-04-11

One of the all time best episodes of the pod. Well done guys and thank you.

0
@justinwhite2716 2026-04-11

Brad should be a permanent starter, bring on all 5 besties

179 8 replies
@Stefan6065 2026-04-11

Another great debate — thank you all very much, you are truly the best!

0
@Mr.T9095 2026-04-12

From here on out, it's Y2K every time a new frontier model is released..

9
@kevorod 2026-04-13

translation is indeed so powerful in being able to understand each other instead of inserting our usual ignorance-based fears and prejudices. Kudos JCal for bringing it up and Chamath I expected more from you on this

1
@tylerrodriguez4648 2026-04-11

The Claude agent feature is billed on API basis currently

5
@coreyhayes9428 2026-04-11

Great one. Thx guys

0
@abs2fast2furios 2026-04-10

I'll take Anthropic using fear as marketing any day over Apple using fear to block legislation. "If you get the camera module replaced by a third party repair shop, your mom will explode". 😂

79 6 replies

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