Podcasts · All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
· 1 h 40 min
Episode Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
(0:00) Gavin Baker joins the show!
(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing
(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI
(56:41) All-In Summit Speaker Announcements!
(58:13) Nvidia's $500B financing plan, how the AI market could fall apart
(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers
(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy
(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B
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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://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa
https://polymarket.com/event/ipos-before-2027
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion
https://x.com/elonmusk/status/2052069691372478511
https://www.meta.com/thefutureisforeveryone
https://x.com/Home_of_Fight/status/2086504599444140344
https://x.com/JensenHuang/status/2086934705207959965
https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html
https://www.google.com/finance/beta/quote/WDAY:NASDAQ
https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X
https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html
Links in the notes 20
- https://allin.com/events
- https://x.com/gavinsbaker
- 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/@theallinpod
- https://www.linkedin.com/company/allinpod
- https://rb.gy/tppkzl
- https://x.com/yung_spielburg
- https://x.com/TheZachEffect
- https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa
- https://polymarket.com/event/ipos-before-2027
- https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
- https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion
- https://x.com/elonmusk/status/2052069691372478511
- https://www.meta.com/thefutureisforeveryone
- https://x.com/Home_of_Fight/status/2086504599444140344
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