More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

Jason Calacanis· Host0:00

All right, everybody. Welcome back. Number one podcast in the world. It's July, All-In, episode 280. Freiberg is on a little vacay. We'll leave it at that. And, uh, yeah, Bestie Brad is here. How you doing, Brad?

Brad Gerstner· Guest0:16

I'm doing great. I'm do- uh, vacay in, uh, maybe Idaho or somewhere, JK?

Jason Calacanis· Host0:21

I- You know? Who knows? I- Who knows?

Brad Gerstner· Guest0:22

Who knows?

Jason Calacanis· Host0:23

Who know? It could be anywhere. It could be anywhere. I mean, there's lots of things. He could be in plenty of places. And, uh, looks like you are, yeah, somewhere in the Northeast. I'll leave it at that. You having a little, uh, vacay for yourself this week?

Brad Gerstner· Guest0:34

Very pat- I'm in my flag room. Very patriotic room here.

Jason Calacanis· Host0:38

Very nice.

Brad Gerstner· Guest0:38

You know, where I work on the East Coast in the summertime.

Jason Calacanis· Host0:41

Yes, yes.

Brad Gerstner· Guest0:42

And, uh, spent some time in DC this week.

Jason Calacanis· Host0:44

Mm, mm.

Brad Gerstner· Guest0:45

And, uh, it's been a great week. Been a great week- All right.

Jason Calacanis· Host0:47

So you're- ...

Brad Gerstner· Guest0:47

celebrating America 250.

Jason Calacanis· Host0:48

Great. And you're gonna be out of there for the, by the, by the second week of August, yeah? So I have it August 10th through the 30th. I'm good?

Brad Gerstner· Guest0:55

[laughs] Exactly, exactly.

Jason Calacanis· Host0:56

Okay, great.

Brad Gerstner· Guest0:56

Just checking. [laughs] [laughs] Jason B&B.

Jason Calacanis· Host0:58

I just wanna make sure.

Brad Gerstner· Guest0:59

Jason B&B.

Jason Calacanis· Host1:00

Oh, absolutely.

Brad Gerstner· Guest1:01

[laughs] JK.

Jason Calacanis· Host1:02

You, you don't know the half of it, man. I am on a summer bender. I'm like, "Oh, where's your s- where's your vacation home?"

Brad Gerstner· Guest1:07

By the way, where are you? Where are you right now?

Jason Calacanis· Host1:09

I am in Paris. I did, uh, about eight interviews for, uh, at the Raise Conference. They'll be coming out, uh, in the All-In feed. And of course, cackling from the factory. Look at him. You're working in the factory. Chamath Palihapitiya. It's gonna be a hot software summer for Chamath. How's your hot software summer going?

Chamath Palihapitiya· Host1:28

It's good.

Jason Calacanis· Host1:28

Yeah?

Chamath Palihapitiya· Host1:29

Selling enterprise