(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed reactions (1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices (1:22:19) Understanding Bill Gates the Doomer Follow Ben: <a href= "https://x.com/bhorowitz">https://x.com/bhorowitz</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://x.com/chamath/status/2110128893680378299">https://x.com/chamath/status/2110128893680378299</a> <a href= "https://www.google.com/finance/quote/CRWV:NASDAQ">https://www.google.com/finance/quote/CRWV:NASDAQ</a> <a href= "https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html"> https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html</a> <a href= "https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips"> https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips</a> <a href= "https://polymarket.com/event/coreweave-announces-bankruptcy-by">https://polymarket.com/event/coreweave-announces-bankruptcy-by</a> <a href= "https://x.com/FearedBuck/status/2109443893955567694">https://x.com/FearedBuck/status/2109443893955567694</a> <a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a> <a href= "https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo"> https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo</a> <a href= "https://www.anthropic.com/research/self-replicating-ai">https://www.anthropic.com/research/self-replicating-ai</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://x.com/DavidSacks/status/2109849209742450696">https://x.com/DavidSacks/status/2109849209742450696</a> <a href= "https://www.anthropic.com/research/distillation-defenses">https://www.anthropic.com/research/distillation-defenses</a> <a href= "https://x.com/brian_armstrong/status/2109412046244913643">https://x.com/brian_armstrong/status/2109412046244913643</a>

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