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The All-In Podcast · October 30, 2026 · 1h 25m

Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg, David Friedberg, David Sacks, Jason Calacanis
Show Notes

Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg break down Anthropic's S-1 filing and its reported losses, then turn to the AI safety debate and Anthropic's doomer positioning. They examine Alphabet's $500 billion market-cap loss and concerns around AI advertising and free cash flow. The episode closes with final midterm predictions and scenario analysis.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Preview

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Anthropic's $80 Billion First-Half Net Loss00:03:22
The hosts broke down Anthropic's IPO filing, highlighting a net loss of over $80 billion in the first half of the year.
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All-In Cools on Superintelligence00:32:47
The besties discussed what they framed as AI's biggest problem and Anthropic's doomer showdown over safety and the pace of AI development.
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