(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: <a href= "https://allin.com/events">https://allin.com/events</a> Follow Brad: <a href="ttps://x.com/altcap">ttps://x.com/altcap</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/@theallinpod">https://www.tiktok.com/@theallinpod</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://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a> <a href= "https://x.com/thejessezhang/status/2074154325933424861">https://x.com/thejessezhang/status/2074154325933424861</a> <a href= "https://x.com/praveenTweets/status/2074605343439810922">https://x.com/praveenTweets/status/2074605343439810922</a> <a href= "https://x.com/nikesharora/status/2074802778074124434">https://x.com/nikesharora/status/2074802778074124434</a> <a href= "https://x.com/nikesharora/status/2074814752174522857">https://x.com/nikesharora/status/2074814752174522857</a> <a href= "https://x.com/brian_armstrong/status/2070670644577280109">https://x.com/brian_armstrong/status/2070670644577280109</a> <a href= "https://x.com/andyfang/status/2074252174226493584">https://x.com/andyfang/status/2074252174226493584</a> <a href= "https://x.com/nikesharora/status/2074630732019036574">https://x.com/nikesharora/status/2074630732019036574</a> <a href= "https://x.com/finkd/status/2075218444056707458">https://x.com/finkd/status/2075218444056707458</a> <a href= "https://x.com/alighodsi/status/2074996561306955958">https://x.com/alighodsi/status/2074996561306955958</a> <a href= "https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight"> https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight</a> <a href= "https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed"> https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed</a> <a href= "https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07"> https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07</a> <a href= "https://x.com/KurtSupeCPA/thread/2074817292550984010">https://x.com/KurtSupeCPA/thread/2074817292550984010</a>

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