Podcasts · All-In with Chamath, Jason, Sacks & Friedberg
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
· 1 h 34 min
Episode CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
(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
Follow Ben:
https://x.com/bhorowitz
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https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
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
Links in the notes 20
- https://x.com/bhorowitz
- https://x.com/chamath
- https://x.com/Jason
- https://x.com/DavidSacks
- https://x.com/friedberg
- https://x.com/theallinpod
- https://www.instagram.com/theallinpod
- https://www.tiktok.com/@allin
- https://www.linkedin.com/company/allinpod
- https://rb.gy/tppkzl
- https://x.com/yung_spielburg
- https://x.com/TheZachEffect
- 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
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