(0:00) Ben Horowitz fills in for Friedberg!
(2:18) CoreWeave's debt selloff: did the AI bubble just pop?
(31:14) AI's deflationary impact: decompiled software
(45:44) Anthropic's investor day gets mixed reactions
(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices
(1:22:19) Understanding Bill Gates the Doomer
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://x.com/chamath/status/2110128893680378299
https://www.google.com/finance/quote/CRWV:NASDAQ
https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html
https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips
https://polymarket.com/event/coreweave-announces-bankruptcy-by
https://x.com/FearedBuck/status/2109443893955567694
https://polymarket.com/event/ipos-before-2027
https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo
https://www.anthropic.com/research/self-replicating-ai
https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
https://x.com/DavidSacks/status/2109849209742450696
https://www.anthropic.com/research/distillation-defenses
https://x.com/brian_armstrong/status/2109412046244913643

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AI_SUMMARIZE

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

AI_SUMMARIZE_EPISODE

All-In with Chamath, Jason, Sacks & Friedberg

CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

5e91543a418a84a04666d32f/lgBCAHQfS3Mbk4zkzdjuFEqE9XKv.mp3