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

Key Takeaways

• •

  Guest: Brad Gerstner, Founder and CEO of Altimeter Capital and the recurring "fifth bestie."

  “I think they deserve a ton of credit here... the company realized it would wreak havoc if they just released it to move ahead of the competition.”

• •

  Anthropic is withholding its 'Mythos' model after it autonomously identified decades-old security vulnerabilities, including a 27-year-old exploit in OpenBSD critical infrastructure.

  “The model that we're experimenting with is by and large as good as a professional human at identifying bugs... it has the ability to chain together vulnerabilities.”

• •

  The industry is pivoting toward a self-regulatory 'sandbox' model, forming alliances like Project Glass Wing to patch internet-scale bugs before general AGI-level releases.

  “They don’t need government to hold their hand on this... It shows you can trust the industry and market forces in coordination with the government.”

• •

  Critics argue that Anthropic’s doomsday warnings are a calculated 'Chicken Little' marketing strategy designed to manufacture hype through fear.

  “Anytime Anthropic is scaring people, you have to ask, is this a tactic? Is this part of their Chicken Little routine? They have a proven pattern of using fear to market products.”

• •

  Anthropic is currently tracking toward a $30B revenue run rate, marking the fastest revenue ramp in corporate history and signaling a massive shift in the TAM for intelligence.

  “Mythos and Spud represent the beginning of what I would call AGI models. These are models with massive step function improvements in intelligence.”

Episode Description

(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 Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=INGOC6-LLv0 https://openai.com/index/better-language-models https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf https://x.com/steipete/status/2040811558427648357 https://x.com/juliusai/status/2041292301234999668 https://polymarket.com/event/ipos-before-2027 https://www.google.com/finance/quote/IGV:BATS https://polymarket.com/event/anthropic-ipo-closing-market-cap-119 https://truthsocial.com/@realDonaldTrump/posts/116351998782539414 https://truthsocial.com/@realDonaldTrump/posts/116363336033995961 https://truthsocial.com/@realDonaldTrump/posts/116365796713313030 https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6