Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence
(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling
(1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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Referenced in the show:
youtube.com/watch?v=INGOC6-LLv0
openai.com/index/better-language-models
cdn.openai.com/better-language-models/language…
x.com/steipete/status/2040811558427648357
x.com/juliusai/status/2041292301234999668
polymarket.com/event/ipos-before-2027
google.com/finance/quote/IGV:BATS
polymarket.com/event/anthropic-ipo-closing-mar…
truthsocial.com/@realDonaldTrump/posts/1163519…
truthsocial.com/@realDonaldTrump/posts/1163633…
truthsocial.com/@realDonaldTrump/posts/1163657…
nytimes.com/2026/04/07/us/politics/trump-iran-…
state.gov/releases/office-of-the-spokesperson/…