(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B financing plan, how the AI market could fall apart (1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers (1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy (1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B Apply for Summit 2026: <a href= "https://allin.com/events">https://allin.com/events</a> Follow Gavin: <a href= "https://x.com/gavinsbaker">https://x.com/gavinsbaker</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://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa">https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa</a> <a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a> <a href= "https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026"> https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026</a> <a href= "https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion"> https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion</a> <a href= "https://x.com/elonmusk/status/2052069691372478511">https://x.com/elonmusk/status/2052069691372478511</a> <a href= "https://www.meta.com/thefutureisforeveryone">https://www.meta.com/thefutureisforeveryone</a> <a href= "https://x.com/Home_of_Fight/status/2086504599444140344">https://x.com/Home_of_Fight/status/2086504599444140344</a> <a href= "https://x.com/JensenHuang/status/2086934705207959965">https://x.com/JensenHuang/status/2086934705207959965</a> <a href= "https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html"> https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html</a> <a href= "https://www.google.com/finance/beta/quote/WDAY:NASDAQ">https://www.google.com/finance/beta/quote/WDAY:NASDAQ</a> <a href= "https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X"> https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X</a> <a href= "https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html"> https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html</a>

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