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

<p>(0:00) Bestie intros: Brad Gerstner joins the show!</p> <p>(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?</p> <p>(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?</p> <p>(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence</p> <p>(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling</p> <p>(1:10:12) Iran War: Ceasefire, Israel's influence, market impact</p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.youtube.com/watch?v=INGOC6-LLv0">https://www.youtube.com/watch?v=INGOC6-LLv0</a></p> <p><a href= "https://openai.com/index/better-language-models">https://openai.com/index/better-language-models</a></p> <p><a href= "https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf"> https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf</a></p> <p><a href= "https://x.com/steipete/status/2040811558427648357">https://x.com/steipete/status/2040811558427648357</a></p> <p><a href= "https://x.com/juliusai/status/2041292301234999668">https://x.com/juliusai/status/2041292301234999668</a></p> <p><a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href= "https://www.google.com/finance/quote/IGV:BATS">https://www.google.com/finance/quote/IGV:BATS</a></p> <p><a href= "https://polymarket.com/event/anthropic-ipo-closing-market-cap-119"> https://polymarket.com/event/anthropic-ipo-closing-market-cap-119</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/116351998782539414"> https://truthsocial.com/@realDonaldTrump/posts/116351998782539414</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/116363336033995961"> https://truthsocial.com/@realDonaldTrump/posts/116363336033995961</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump/posts/116365796713313030"> https://truthsocial.com/@realDonaldTrump/posts/116365796713313030</a></p> <p><a href= "https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html"> https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html</a></p> <p><a href= "https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6"> https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6</a></p>