All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
27 Mar 2026
Transcript generated automatically by AI and may contain errors.
Chapter 1: What is the main topic discussed in this episode?
all right everybody welcome back to the number one podcast in the world the fantastic four the original oh the cast is back the cast is our brothers in arms brothers in arms here we go good boys we got a big news week david sacks is back and he's in the great state of texas how's it been sacks has texas been for you so far
It's been great, although I just got back from D.C.
Chapter 2: What is Anthropic's generational run and its significance?
I got like three hours sleep last night, but we had a lot of news this past week.
Yes, and we'll be talking about PCAST and your role going forward in the Trump administration. Big news that we'll be talking about today also relates to you, O Sultan of Science David Freberg, with your background. From the iconic film, for those not watching, it looks like the iconic film in Louise.
I wonder if that has something to do with the budget of California, which you've been outspoken about recently. Great rant. Which I retweeted.
Thank you, boys. I retweeted it, too. If only you could be allowed the time and space to do those kinds of rants on this pod.
Thank you very much. Thank you very much. Why did I say thank you?
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Chapter 3: How is OpenAI navigating its recent challenges?
J. Cal starts talking over me. Here he is.
He's going again. He's going again. There it is. Dr. Doom. Dr. Doom, your mayor. Your new governor. Would you consider it, Freeburg, after Ohalo, running for governor?
There is no after Ohalo. Oh, please do it.
There's no after Ohalo. Oh, please do it. Wow, that'd be so great. I'm tempted to buy a hollow for like five or six billion, so you just tell me. It's a dirty game. California politics is dirty, man. I don't even know what it does. I'll just have somebody else deal with it. Can you imagine the oppo research on Friedberg? No, no, no, no.
Chapter 4: What are AI valuation impacts, moats, and disruption?
We'd get him elected. He would do an incredible job. He would save the fourth largest economy in the world. It would be incredible.
It'd be amazing.
I would love the role.
Here's the oppo resource, Sax.
Chapter 5: What are the implications of the 100x AI moment?
David Freberg went to a rave in 1999 and stayed up until 10 a.m.
We have witnesses. Once he got tilted at the poker game, stole a bunch of pistachios and lactate and ran home.
He did. Let your winners ride. Rain Man, David Saxon.
Anthropic on a generational run and opening eye crashing out a bit boys.
Chapter 6: What were the landmark social media verdicts against Meta?
Let's chop it up here.
Chapter 7: What is the role of private equity in AI investments?
Just looking at Anthropic pretty major heater this year. January, they launched co-work for business users. You know what that does, cron jobs. You can connect to your Gmail, your Notion, whatever it is. And then Opus 4.6, which consensus-wise, everybody thought this is a major step function. Jensen, Michael Dell, everybody's called it out.
Jensen actually called it back in November an inflection point and the first agentic model. And Opus 4.6 has basically, Dell said, hit a threshold that we haven't seen before in terms of real productivity in Teams. February, they dropped a bunch of Cloud Code plugins that caused the SaaSpocalypse, not the Saxpocalypse, the SaaS, software as a service.
Oh, it was the Saxpocalypse 2. Yeah, there was a little bit of that back and forth as well. No, I mean, as a SaaS investor, it was a SaaS podcast. Yes, it was a bit of it.
You were the tip of the spear there. We'll get into it.
My exit comps were affected, that's all.
Yes. It seems like you may have divested at exactly the right time. All right, $6 billion in annual run rate was added in February alone. Brad referenced a couple of weeks ago here on the pod. Earlier this week, they announced computer use, a new agentic system for enterprise grade kind of open claw functionality. Now you can use the clawed app from your phone to control your desktop computer.
Really slick feature. Here's the calendar release over the past two months. For the team at Anthropic, Dario, come on the pod anytime. Saks, you've had a couple of flare-ups, and obviously the administration and the Department of War had their kerfluffle. But just, you know, looking at it objectively, what's your take on the surging Anthropic generational run as I've described it here?
Well, I've never been a critic of Anthropix products. I've always been an admirer of their products. I think last year I gave them credit for MCP. I agree that they seem to be performing very well now. The company made a big bet on coding as the kind of big breakout use case. Whether that was done for business reasons or ideological reasons, I'm not sure.
Anthropic is sort of the most AGI-pilled of all the frontier labs. I think they made this bet on coding as their way to get to recursive self-improvement. As it turns out, it was a very good business move as well because code is the gateway into enterprise and enterprise IT budgets. They've been able to grow revenue pretty quickly as a result of getting into enterprise.
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Chapter 8: How are personal responsibilities discussed in relation to social media?
I just focus on policy matters, which affect the whole space. I saw Emile Michael making this point a couple of weeks ago on our podcast, that if you as a company don't want your products to be used in war, don't sell to the Department of War. It's in the name. But if you do decide to sell to the Department of War, you should expect it to be used for all lawful uses.
So I think that was a very pragmatic observation. Again, I just have to underscore this again. I'm not involved in that dispute. It's the base of a lawsuit right now. And I don't want someone trying to draw lines between dots that aren't there. So yeah, I'm staying out of that one.
objectively, they've been treated the same as any other large language model, even though they're not fans of the administration, they're not donators to the administration.
They have specifically been critical of the administration as a company, perhaps cynically, Freeberg, as a strategy to get, you know, it's one of the conspiracy theories here in Silicon Valley is Dario is taking the position of being anti this administration, anti President Trump, in order to get
All the PhDs, you know, there's like 3,000 or 4,000 of these highly sought-after PhDs, and it's a way to have them, you know, vote with their presence to come work in Anthropic. Your thoughts on that, and then just generally their generational ones.
I think he actually believes it, and I think they've actually created and fostered a culture of that since the beginning. And I think that they're representing it as a branding exercise at this point. But I don't think it's made up. I think it's directly representation of the people that work there and what they believe.
Yeah, and it's a strategic advantage because probably of those 3,000 PhDs, 90% of them are left-leaning and wouldn't want to work
necessarily like most things we see in the world today and economics today and markets today and business today, everything seems to be politicized and you have a left and a right version of everything. You have a left and a right version of media. You have a left and a right version of what food to buy. You have a left and a right version of what AI tool to use.
So, you know, this effectively may just be the natural manifestation in the AI market of what's going on elsewhere in society as we all kind of fracture and hustle over to our side.
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