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The All-In Podcast · July 24, 2026 · 1h 33m

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

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

The All-In crew covers the latest AI arms race, from the Kimi K3 panic and the push to regulate open-source models, to the extraordinary growth of Anthropic and OpenAI and the $1.5 billion copyright settlement. They also react to the market punishing Google and Tesla for aggressive AI capex, and close with a 'Socialism Corner' on the claim that evictions are violence.

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

Canon

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Regulatory Capture in AI Policy00:00:18
The All-In team explores the idea that Big Tech firms are lobbying to shape AI regulation in ways that protect their market dominance, a classic case of regulatory capture.
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Curious

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Kimi K3 Panic and the Push to Restrict Open-Source AI00:00:18
The hosts discuss the recent panic over Kimi K3's performance, which matches U.S. frontier models, and how it's fueling a push by American AI companies to restrict open-source models, potentially as a form of regulatory capture.
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Highlights

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Anthropic and OpenAI's Breakneck Revenue Growth00:27:38
The besties examine the historic revenue growth rates of Anthropic and OpenAI, whose AI products are scaling faster than any previous enterprise software.
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China's Long Game in AI00:27:38
The conversation turns to China's decade‑long strategy to dominate AI, combining state funding, unrestricted data access, and a massive domestic market.
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Anthropic's $1.5B Copyright Settlement and IP Hypocrisy00:48:29
The hosts dissect the irony in Anthropic receiving a $1.5 billion settlement for copyright infringement allegations, given that the company itself has scraped copyrighted material for training.
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Market Punishment for AI Capex01:07:12
Google and Tesla shares drop amid investor anxiety over soaring AI capital expenditures.
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Editorial

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Evictions = Violence and Private Property Rights01:17:19
The hosts react to a New York City tenant rights group's claim that evictions are a form of violence, seeing it as a slippery slope toward the erosion of private property rights.
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