Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
4/10/20261 hr 29 min
(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence
(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling
(1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.youtube.com/watch?v=INGOC6-LLv0
https://openai.com/index/better-language-models
https://x.com/steipete/status/2040811558427648357
https://x.com/juliusai/status/2041292301234999668
https://polymarket.com/event/ipos-before-2027
https://www.google.com/finance/quote/IGV:BATS
https://polymarket.com/event/anthropic-ipo-closing-market-cap-119
https://truthsocial.com/@realDonaldTrump/posts/116351998782539414
https://truthsocial.com/@realDonaldTrump/posts/116363336033995961
https://truthsocial.com/@realDonaldTrump/posts/116365796713313030
https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
How many PRs you think are gonna get pushed to the core structural internet in 100 days? What's the over under number? 'Cause I'll give you a number.
Chamath Palihapitiya· Host0:06
You're gonna say zero. My, my answer to that is- No, no, no.
Jason Calacanis· Host0:09
I'll, I'll say like 10,000, but it's gonna be a meaningless thing.
Chamath Palihapitiya· Host0:11
But if it prevents your browser history from being released to everybody in the world- Mm ... Chamath, that may be something that you're willing to, you know, let 100 days pass on.
Jason Calacanis· Host0:19
I think you got Chamath's attention when you said browser history.
David Sacks· Host0:21
What about the dick pics?
Jason Calacanis· Host0:22
[laughs] [laughs] [laughs] As Chamath is... He's gonna release them himself.
David Sacks· Host0:28
[upbeat music] You let your winners ride.
Jason Calacanis· Host0:31
Rain Man David Sax.
Chamath Palihapitiya· Host0:34
And I said- We open source it to the fans, and they've just gone crazy with it. WSI- Queen of Kenrob.
Jason Calacanis· Host0:43
All right, everybody, welcome back to the number one podcast in the world. David Friedberg is out this week, but in his place, the one, the only, our fifth bestie, Brad Gerstner.
Chamath Palihapitiya· Host0:56
I mean, what, don't you ever brother puts a little namaste in your payday anymore?
Jason Calacanis· Host1:00
Absolutely.
Chamath Palihapitiya· Host1:01
You used to be Sabby.
Jason Calacanis· Host1:02
You know what? I'll bring, I'm gonna bring back the intros.
Chamath Palihapitiya· Host1:02
You used to be the greatest moderator, but now it's just, it's kind of lame.
Jason Calacanis· Host1:06
No, I'll do the intros. You know what? These guys beat me up. They beat me up, and they just beat the, the joy out of me doing this program.
David Sacks· Host1:12
[laughs] [laughs] It's because you're a Ro Khanna apologist now.
Jason Calacanis· Host1:15
No, I... [laughs] We- we'll get into it, okay? Save it for the [beep] show. [laughs] I'm no Khanna apologist. Just 'cause I said like, "Hey, they've stopped retard maxing, and they've started doing like some logical things"? Uh, yeah, okay. Here we go.
Chamath Palihapitiya· Host1:29
Well, it's