Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

(0:00) Bestie Intros: Favorite All-In Summit moments
(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"
(20:03) Open Source performance and cost: What this means for frontier companies
(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure
(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama
(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure
(1:27:13) Anthropic's bio research and "wet lab" in SF
Follow the besties:
x.com/chamath
x.com/Jason
x.com/DavidSacks
x.com/friedberg
Follow on X:
x.com/theallinpod
Follow on Instagram:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@allin
Follow on LinkedIn:
linkedin.com/company/allinpod
Intro Music Credit:
rb.gy/tppkzl
x.com/yung_spielburg
Intro Video Credit:
x.com/TheZachEffect
Referenced in the show:
deepseek.com/en/news/deepseek-v4-1-flash
x.com/XiaomiMiMo/status/2102138559952290106
x.com/0x0SojalSec/status/2101738277049131358
prismml.com
x.com/SenSanders/status/2102827319123693689
x.com/yipitdata/status/2102781268974793023
fortune.com/2026/09/12/sam-altman-openai-ipo-d…
wsj.com/tech/ai/anthropic-shifts-planned-ipo-t…
polymarket.com/event/ipos-before-2027
theinformation.com/articles/anthropic-seeks-pa…
x.com/rauchg/status/2101186741042663579
anthropic.com/constitution
wsj.com/economy/the-ai-build-out-is-becoming-t…
x.com/mustafasuleyman/status/2100223594534150428
freebeacon.com/america/suicidal-compassion-mee…
anthropic.com/news/claude-discovers-novel-enzy…