(0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong? (1:14:17) Final Midterms Predictions and Scenarios 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://www.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence"> https://www.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence</a> <a href= "https://x.com/AndrewBenson/status/2115458726396310008">https://x.com/AndrewBenson/status/2115458726396310008</a> <a href= "https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut"> https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676</a> <a href= "https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20"> https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20</a> <a href= "https://x.com/rdominguezibar/status/2114785991462428811">https://x.com/rdominguezibar/status/2114785991462428811</a> <a href= "https://x.com/jaminball/status/2115121906630238287">https://x.com/jaminball/status/2115121906630238287</a> <a href= "https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety"> https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety</a> <a href= "https://www.anthropic.com/institute/measuring-pace-of-ai-development"> https://www.anthropic.com/institute/measuring-pace-of-ai-development</a> <a href= "https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322"> https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322</a> <a href= "https://x.com/EconomyApp/status/2115539079999971384">https://x.com/EconomyApp/status/2115539079999971384</a> <a href= "https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative"> https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative</a> <a href= "https://x.com/Couch_Investor/status/2115541399898571180">https://x.com/Couch_Investor/status/2115541399898571180</a> <a href= "https://x.com/Geiger_Capital/status/2112702741995037179">https://x.com/Geiger_Capital/status/2112702741995037179</a> <a href= "https://x.com/PatrickRuffini/status/2089729804941594660">https://x.com/PatrickRuffini/status/2089729804941594660</a> <a href= "https://x.com/maxanderson/status/2080229375773941871">https://x.com/maxanderson/status/2080229375773941871</a> <a href= "https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a>

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