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▶ 4:52 · $ANTHROPIC · The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
episode briefing
All-In Podcast

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

2026-07-24 · 5 company · 6 thematic
sentiment
3 bull2 bear0 neu
speakers
david sacks

Co-founder of Craft Ventures and a co-host of the All-In podcast. Part of the PayPal mafia and founder of Yammer; active on AI and tech policy.

chamath palihapitiya

Founder and CEO of Social Capital and a co-host of the All-In podcast. An early Facebook executive who became a prominent venture and SPAC investor.

david friedberg

Co-host of the All-In podcast and a serial founder, including The Climate Corporation. Focuses on science, agriculture and deep tech.

quote
“I've said for a while that Anthropic is guilty of regulatory capture, of attempts to seek government protection. This is a company that is the fastest growing tech company at scale in history. They started the year at 10 billion of ARR. Th…”
—david sacks

episode shorts · 4

Chamath: Google Is the Ultimate AI Compounding Machine

David Friedberg: The Socialists Are Coming for Your Private Pro…

Chamath: Banning Open Source AI Will Crash the Stock Market

David Sacks: Anthropic Wants to Kill Open Source AI in America

now playing · $ANTHROPIC
$ANTHROPICbearish· highdavid sacks
Sacks accuses Anthropic of regulatory capture to protect duopoly
Anthropic is lobbying to ban open-source models not to stop distillation but to secure a government-protected duopoly, despite growing from $10B to $70B+ ARR and not needing prote…
$ANTHROPICbearish· highchamath palihapitiya
Chamath says foundational models commoditizing in months not years
Foundational model value is evaporating at unprecedented speed — months not years — because open-source models match performance within weeks; real value accrues to application la…
$OPENAIbullish· mediumdavid sacks
Sacks says OpenAI re-accelerating to $75B exit ARR, no slowdown visible
OpenAI's revenue is re-accelerating (May $33B → July $41.3B ARR), Sam Altman says 'mojo back' and forecasts $75B exit ARR; combined with Anthropic, the US frontier duopoly shows n…
$GOOGL···bullish· highchamath palihapitiya
Chamath calls Google best public AI stock: 32% 25-yr ROIC, wins in fragmentation
Google's 32% average ROIC over 25 years earns benefit of doubt on $200B capex; fragmentation of models benefits Google Cloud and TPU silicon as neutral infrastructure provider, pl…
$GOOGL···bullish· mediumdavid friedberg
Friedberg: Google Cloud uniquely positioned for enterprise AI with data gravity
Google Cloud is best suited enterprise AI layer because it already holds enterprise data (email, Drive) and is model-agnostic; even if applications fail, Google has world's lowest…