Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
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Referenced in the show:
polymarket.com/event/which-company-has-the-bes…
wsj.com/tech/ai/openai-chatgpt-side-projects-1…
reuters.com/business/openai-sweetens-private-e…
levernews.com/the-pentagons-ai-gatekeeper-hold…
x.com/LauraLoomer/status/2037111057701818519
x.com/chamath/status/2033385903520129161
x.com/TheIcahnist/status/2036902492080837015
google.com/finance/quote/GOOG:NASDAQ
google.com/finance/quote/LVMUY:OTCMKTS
x.com/cryptopunk7213/status/2023572182090109380
google.com/finance/quote/RACE:NYSE?comparison=…
x.com/Vjay031/status/1985631799448662441
latimes.com/california/story/2026-03-25/social…