CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
All-In with Chamath, Jason, Sacks & Friedberg
- Published
- October 17, 2026
- Duration
- 1h 34m
- Summary source
- description
- Last updated
- Oct 17, 2026
Discusses anthropic.
Summary
(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: h…
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Show notes
(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 Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on
Themes
- anthropic