More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

<p>(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!</p> <p>(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence</p> <p>(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly</p> <p>(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?</p> <p>(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism</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="ttps://x.com/altcap">ttps://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://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href= "https://x.com/thejessezhang/status/2074154325933424861">https://x.com/thejessezhang/status/2074154325933424861</a></p> <p><a href= "https://x.com/praveenTweets/status/2074605343439810922">https://x.com/praveenTweets/status/2074605343439810922</a></p> <p><a href= "https://x.com/nikesharora/status/2074802778074124434">https://x.com/nikesharora/status/2074802778074124434</a></p> <p><a href= "https://x.com/nikesharora/status/2074814752174522857">https://x.com/nikesharora/status/2074814752174522857</a></p> <p><a href= "https://x.com/brian_armstrong/status/2070670644577280109">https://x.com/brian_armstrong/status/2070670644577280109</a></p> <p><a href= "https://x.com/andyfang/status/2074252174226493584">https://x.com/andyfang/status/2074252174226493584</a></p> <p><a href= "https://x.com/nikesharora/status/2074630732019036574">https://x.com/nikesharora/status/2074630732019036574</a></p> <p><a href= "https://x.com/finkd/status/2075218444056707458">https://x.com/finkd/status/2075218444056707458</a></p> <p><a href= "https://x.com/alighodsi/status/2074996561306955958">https://x.com/alighodsi/status/2074996561306955958</a></p> <p><a href= "https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight"> https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight</a></p> <p><a href= "https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed"> https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed</a></p> <p><a href= "https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07"> https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07</a></p> <p><a href= "https://x.com/KurtSupeCPA/thread/2074817292550984010">https://x.com/KurtSupeCPA/thread/2074817292550984010</a></p>