Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
3/27/20261 hr 20 min
(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
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Referenced in the show:
https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict
Clips
Showing 10 of 12Transcript preview
First 90 secondsJason Calacanis· Host0:00
All right, everybody. Welcome back to the number one podcast in the world, Fantastic Four, the original.
David Friedberg· Host0:06
Oh, the cast is back.
Jason Calacanis· Host0:08
The cast is back.
David Friedberg· Host0:09
Our brothers in arms.
Jason Calacanis· Host0:10
Brothers in arms. Here we go, good boys. We've got a big news week. David Sacks is back, and he's in the great state of Texas. How's it been, Sacks? How's Texas been for you so far?
David Sacks· Host0:23
It's been great, although I just got back from D.C. I got like three hours sleep last night, so- Christ. But we had a lot of news this past week.
Jason Calacanis· Host0:29
Hmm. Yes, and we'll be talking about PCAST and your role- Yay ... in the, in da, da, da, da, da, and your role going forward in the Trump administration. Big news that we'll be talking about today also relates to you, oh, sultan of science, David Friedberg, with your background from the iconic film, for those not watching, looks like the iconic Thelma & Louise. I wonder if that has something to do with the budget of California, which you've been outspoken about recently.
David Friedberg· Host0:58
Great, great rant, which I retweeted.
Jason Calacanis· Host1:00
You were on a mega rant with models.
David Friedberg· Host1:01
Great rant. Thank you, boys.
David Sacks· Host1:02
I retweeted it, too. If only- Thank you, boys ... if only you could be allowed the time and space to do those kinds of rants on this pod.
David Friedberg· Host1:09
[laughs] Thank you very much.
Jason Calacanis· Host1:11
Yeah. If you, if you kept- Thank you very much ... interrupting him, Sacks- Right as I say thank you, J.
David Friedberg· Host1:14
Cal starts talking over me ...
Jason Calacanis· Host1:15
and just let him go.
David Friedberg· Host1:15
Here he is. He's going again. He's going again.
Jason Calacanis· Host1:17
There it is, Dr. Doom.
David Friedberg· Host1:18
There it is.
Jason Calacanis· Host1:19
Dr. Doom, your mayor, your new governor. Are you-- Would you consider it, Friedberg, after Oholo, running for governor?
David Friedberg· Host1:24
There is no after Oholo.
Jason Calacanis· Host1:26
Oh, please do it.
David Friedberg· Host1:27
There's no after Oholo. God.
Jason Calacanis· Host1:28
Oh, please do it.