(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights Apply for All-In Summit 2026: <a href= "https://allin.com/events">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@allin">https://www.tiktok.com/@allin</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons"> https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons</a> <a href= "https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi">https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi</a> <a href= "https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai"> https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai</a> <a href= "https://x.com/mkratsios47/status/2079933645888880708">https://x.com/mkratsios47/status/2079933645888880708</a> <a href= "https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747"> https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747</a> <a href= "https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks"> https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks</a> <a href= "https://stratechery.com/2026/whos-afraid-of-chinese-models">https://stratechery.com/2026/whos-afraid-of-chinese-models</a> <a href= "https://x.com/CommerceGov/status/2080341953086886387">https://x.com/CommerceGov/status/2080341953086886387</a> <a href= "https://x.com/tickerplus/status/2080123562560504240">https://x.com/tickerplus/status/2080123562560504240</a> <a href= "https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking">https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking</a> <a href= "https://x.com/sama/status/2077817060068057493">https://x.com/sama/status/2077817060068057493</a> <a href= "https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20"> https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20</a> <a href= "https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks"> https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks</a> <a href= "https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation"> https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation</a> <a href= "https://x.com/typesfast/status/2080339052398891244">https://x.com/typesfast/status/2080339052398891244</a> <a href= "https://www.thefp.com/p/why-new-york-city-has-50000-ghost">https://www.thefp.com/p/why-new-york-city-has-50000-ghost</a>

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