More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!
(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence
(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly
(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?
(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism
Apply for Summit 2026:
allin.com/events
Follow Brad:
ttps://x.com/altcap
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/@theallinpod
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:
polymarket.com/event/ipos-before-2027
x.com/thejessezhang/status/2074154325933424861
x.com/praveenTweets/status/2074605343439810922
x.com/nikesharora/status/2074802778074124434
x.com/nikesharora/status/2074814752174522857
x.com/brian_armstrong/status/2070670644577280109
x.com/andyfang/status/2074252174226493584
x.com/nikesharora/status/2074630732019036574
x.com/finkd/status/2075218444056707458
x.com/alighodsi/status/2074996561306955958
blog.nicolasmeridjen.com/en/blog/2026-04-03-al…
chinatalk.media/p/chinas-ai-companies-are-goin…
reuters.com/world/beijing-is-looking-curbing-o…
x.com/KurtSupeCPA/thread/2074817292550984010