Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
The All In Podcast discusses Anthropic's decision to withhold their powerful Mythos model due to cybersecurity risks, Anthropic's unprecedented $30B revenue ramp, OpenClaw being restricted by Anthropic, and ongoing Middle East conflicts including the Iran war ceasefire.
Summary
The episode begins with discussion of Anthropic withholding their new Mythos model, claiming it's too dangerous for public release as it can autonomously find thousands of vulnerabilities in major operating systems and web browsers, including decades-old exploits. The hosts debate whether this is legitimate safety concern or marketing theater, with Brad Gerstner defending Anthropic's approach of creating a 100-day sandboxing period with 40 major companies to patch vulnerabilities before release.
The conversation shifts to Anthropic's explosive revenue growth, reaching a $30 billion run rate by April 2025, representing the fastest revenue ramp in tech history. This growth is driven by enterprise customers, with over 1,000 companies paying more than $1 million annually. The hosts discuss the competitive dynamics between Anthropic and OpenAI, noting Anthropic's focus on coding capabilities while OpenAI appears to be struggling with internal issues.
A significant portion covers Anthropic's restriction of OpenClaw, an open-source coding agent, by forcing users to switch from subscription plans to more expensive API pricing while simultaneously releasing their own competing agent product. This raises antitrust concerns about bundling and price discrimination.
The episode concludes with discussion of Middle East conflicts, particularly the Iran war and ceasefire negotiations, with debate about Israeli influence on U.S. foreign policy. The hosts also praise X's new auto-translate feature for enabling cross-language communication and promoting their upcoming Liquidity summit.
About this episode
<p>(0:00) Bestie intros: Brad Gerstner joins the show!</p> <p>(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?</p> <p>(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?</p> <p>(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence</p> <p>(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling</p> <p>(1:10:12) Iran War: Ceasefire, Israel's influence, market impact</p> <p>Apply for Summit 2026:</p> <p><a href="https://allin.com/events">https://allin.com/events</a></p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href="https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href="https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href="https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href="https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href="https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href="https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href="https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href="https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href="https://www.youtube.com/watch?v=INGOC6-LLv0">https://www.youtube.com/watch?v=INGOC6-LLv0</a></p> <p><a href="https://openai.com/index/better-language-models">https://openai.com/index/better-language-models</a></p> <p><a href="https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf"> https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf</a></p> <p><a href="https://x.com/steipete/status/2040811558427648357">https://x.com/steipete/status/2040811558427648357</a></p> <p><a href="https://x.com/juliusai/status/2041292301234999668">https://x.com/juliusai/status/2041292301234999668</a></p> <p><a href="https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href="https://www.google.com/finance/quote/IGV:BATS">https://www.google.com/finance/quote/IGV:BATS</a></p> <p><a href="https://polymarket.com/event/anthropic-ipo-closing-market-cap-119"> https://polymarket.com/event/anthropic-ipo-closing-market-cap-119</a></p> <p><a href="https://truthsocial.com/@realDonaldTrump/posts/116351998782539414"> https://truthsocial.com/@realDonaldTrump/posts/116351998782539414</a></p> <p><a href="https://truthsocial.com/@realDonaldTrump/posts/116363336033995961"> https://truthsocial.com/@realDonaldTrump/posts/116363336033995961</a></p> <p><a href="https://truthsocial.com/@realDonaldTrump/posts/116365796713313030"> https://truthsocial.com/@realDonaldTrump/posts/116365796713313030</a></p> <p><a href="https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html"> https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html</a></p> <p><a href="https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6"> https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6</a></p>
Key Insights
- Anthropic claims their Mythos model can find thousands of vulnerabilities including 20+ year old exploits missed by security audits for decades
- The company established Project Glasswing with 40 major companies to spend 100 days hardening systems before releasing the dangerous capabilities
- Anthropic achieved a $30 billion revenue run rate by April 2025, representing the fastest revenue growth in technology history
- Over 1,000 enterprises are now paying Anthropic more than $1 million annually, demonstrating massive enterprise adoption
- Anthropic restricted OpenClaw users from using subscription plans, forcing them to expensive API pricing while releasing their own competing agent
- The hosts argue this represents potential antitrust issues around bundling and price discrimination in AI services
- Brad Gerstner invested in Anthropic at $130-150 billion valuation and now expects it could reach $600+ billion, representing a 5-7x return
- The TAM for intelligence is described as dramatically larger than any previous technology market they've seen
- OpenAI is reportedly preparing to release their 'SPUD' model which early users say is on par with Mythos capabilities
- The Middle East ceasefire represents efforts to prevent escalation traps, with JD Vance leading diplomatic negotiations
- Americans increasingly believe Netanyahu has too much influence over U.S. foreign policy decisions
- X's auto-translate feature is enabling real-time cross-language political discussions that were previously impossible
Topics
Transcript
How many PRs do you think are going to get pushed to the core structural internet in 100 days? What's the over-under number? Because I'll give you a number. You're going to say zero. My answer to that is- I'll say like 10,000, but it's going to be a meaningless thing. Your browser history from being released to everybody in the world, Chamath, that may be something that you're willing to let 100 days pass on. I think you got Chamath's attention when you said browser history. What about the dick pics? Chamath, he's going to release them himself. Let your winners ride. Rain Man, David Sack. And it's said- We open source it to the fans and they've just…
Full transcript available for MurmurCast members
Sign Up to AccessMore from All-In with Chamath, Jason, Sacks & Friedberg
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
Two AI company founders—Mati from 11Labs (voice AI) and Max from Legora (legal AI)—discuss their explosive growth, competitive threats from frontier model providers, strategies for maintaining quality and culture during hypergrowth, and how AI is fundamentally transforming trillion-dollar industries by automating manual work and disrupting legacy business models.
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
The podcast discusses the launch of 'Trump accounts' aimed at providing investment accounts for children to promote financial literacy and economic opportunity. Various insights are shared, including the potential challenges and advantages of the initiative in relation to political dynamics and financial education.
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
Andrew Feldman (Cerebras CEO) and Robin Rombach (Black Forest Labs co-founder) discuss the massive AI infrastructure buildout happening globally, the emergence of reasoning capabilities in AI models, and the potential of generative AI for creative applications including filmmaking with Martin Scorsese, while debating the balance between open-source and proprietary models.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
The All-In podcast discusses Palantir-NVIDIA's sovereign AI partnership emphasizing data control for enterprises, Supreme Court's birthright citizenship ruling, and California's budget crisis with structural deficits and mass exodus of high earners and companies.
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
Nate Silver discusses election forecasting, political polarization, and the 2028 Democratic primary landscape, arguing that partisanship is the dominant force in U.S. elections while Democrats face challenges from internal factional divisions and the need for generational renewal in their nominee selection.