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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Referenced in the show:
ft.com/content/840ac156-af1c-4a82-b260-ae79107…
polymarket.com/event/ipos-before-2027
polymarket.com/event/which-company-has-best-ai…
bloomberg.com/news/articles/2026-08-13/anthrop…
x.com/elonmusk/status/2052069691372478511
meta.com/thefutureisforeveryone
x.com/Home_of_Fight/status/2086504599444140344
x.com/JensenHuang/status/2086934705207959965
cnbc.com/2026/08/04/nj-amazon-antitrust-lawsui…
google.com/finance/beta/quote/WDAY:NASDAQ
amazon.com/Vision-Anointed-Self-Congratulation…
nytimes.com/2026/08/10/nyregion/mamdani-amazon…