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

<p>(0:00) Bestie intros!: Friedberg for Governor of California?</p> <p>(2:25) Anthropic's generational run</p> <p>(15:45) OpenAI: getting focused or panic mode?</p> <p>(36:56) AI valuation impacts, moats, and disruption</p> <p>(43:58) Liquidity speaker announcements, the 100x AI moment</p> <p>(50:35) Two landmark social media verdicts against Meta</p> <p>(1:12:46) Sacks and Friedberg join PCAST!</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://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751"> https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751</a></p> <p><a href= "https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825"> https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825</a></p> <p><a href= "https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23"> https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23</a></p> <p><a href= "https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival"> https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival</a></p> <p><a href= "https://x.com/LauraLoomer/status/2037111057701818519">https://x.com/LauraLoomer/status/2037111057701818519</a></p> <p><a href= "https://x.com/chamath/status/2033385903520129161">https://x.com/chamath/status/2033385903520129161</a></p> <p><a href= "https://x.com/TheIcahnist/status/2036902492080837015">https://x.com/TheIcahnist/status/2036902492080837015</a></p> <p><a href= "https://www.google.com/finance/quote/GOOG:NASDAQ">https://www.google.com/finance/quote/GOOG:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/LVMUY:OTCMKTS">https://www.google.com/finance/quote/LVMUY:OTCMKTS</a></p> <p><a href= "https://x.com/cryptopunk7213/status/2023572182090109380">https://x.com/cryptopunk7213/status/2023572182090109380</a></p> <p><a href= "https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS"> https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS</a></p> <p><a href= "https://x.com/Vjay031/status/1985631799448662441">https://x.com/Vjay031/status/1985631799448662441</a></p> <p><a href= "https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict"> https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict</a></p>