Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
The hosts discuss Anthropic's withholding of their powerful Mythos model due to cybersecurity risks, the company's unprecedented $30B revenue ramp, and current geopolitical tensions including the Iran-Israel ceasefire negotiations.
Summary
The episode covers several major topics starting with Anthropic's decision to withhold their new Mythos AI model, claiming it's too dangerous for public release due to its ability to find thousands of software vulnerabilities and chain them together for sophisticated exploits. The hosts debate whether this is legitimate safety concern or marketing theater, with Brad Gerstner defending it as responsible self-regulation while Chamath expresses skepticism about the timeline for fixes. The discussion then shifts to Anthropic's explosive revenue growth, reaching a $30B annual run rate in just over two years, driven largely by enterprise adoption with over 1,000 companies paying $1M+ annually. They analyze the competitive dynamics between Anthropic and OpenAI, noting how Anthropic gained ground through focus on coding capabilities. The episode also covers the controversy around OpenClaw being restricted by Anthropic after they launched a competing agent product. Finally, they discuss the current Iran-Israel conflict, ceasefire negotiations, and American concerns about Israel's influence on US foreign policy, with JD Vance and Jared Kushner heading to Pakistan for peace talks.
About this episode
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: major threat 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 #allin #tech #news
Key Insights
- Anthropic's Mythos model autonomously found thousands of vulnerabilities including 20-year-old exploits missed by security audits for decades
- Brad Gerstner argues Anthropic deserves credit for self-regulating rather than releasing a potentially dangerous model and relying on government intervention
- David Sacks claims Anthropic has a proven pattern of using fear tactics to market new products, citing their previous blackmail study
- Chamath believes this is mostly theater, comparing it to GPT-2's overhyped rollout in 2019 that turned out to be a 'nothing burger'
- Anthropic's revenue run rate has exploded from $1B in late 2024 to $30B by April 2025, representing the fastest revenue growth in tech history
- Over 1,000 enterprises are now paying Anthropic more than $1 million annually, representing the most coveted customers in enterprise software
- Brad Gerstner reveals Anthropic is achieving this growth with only 1.5-2 gigawatts of compute while being massively compute constrained
- David Sacks argues the TAM for intelligence is dramatically larger than any market seen before, making this not a zero-sum competition
- Anthropic restricted OpenClaw users from their $200 subscription plans, forcing them to pay per API usage, then launched a competing agent product
- Jason Calacanis believes the entire frontier model space is coordinating to kill OpenClaw because it represents an existential threat as an open-source alternative
- According to a New York Times report, Netanyahu pitched Trump a four-part plan for attacking Iran, with JD Vance warning it could cause regional chaos
- Former Israeli Prime Minister Naftali Bennett expressed concern about Israel becoming unpopular in the US, acknowledging serious work needed to fix the relationship
Topics
Transcript
[0:00] How many PRs you think are going to get pushed to the core structural internet in 100 days? What's the overunder number? Cuz I'll give you a number. >> You're going to say zero. My my answer to that is >> I'll say like 10,000. But it's going to be immediately >> if it prevents your browser history from being released to everybody in the world, Chamath, that may be something that you're willing to, you know, let 100 days pass on. >> I think you got Chimat's attention when you said browser history. >> What about the dickpicks? >> Chamat is he's going to release them himself. [0:30] We'll let your winners ride. >> We open source it…
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