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All In Podcast Episode 265 Recap and Notes March 27 2026

E265: March 27 2026

  • Anthropic on a generational run
    • Jensen called Opus 4.5/6 an inflection point (similar as Michael Dell)
    • Anthropic releasing features out the wazoo - incredible pace
    • Company made an early bet on coding/agentic coding - working really well for them
    • They make the best coding products
    • People pitting Anthropic and OpenAI just for drama
    • Both companies seem to be accounting revenue differently and the businesses are quite different
    • Emil Michael apparently smeared in article about his involvement with Anthropic and potential rivals - classic deflection by leftists
  • OpenAI losing share?
    • Risk is low because its very well established
    • Could become the default consumer AI app - like how people pay for phones and electricity - OpenAI could be there
    • Could be new platform like smartphone App store
    • Google has a strong position here - they could release their own OpenClaw - people already trust them
  • Impact of AI on valuations

    • One thing that can help is looking at how the market values cash flows

    • High Asset Low Obsolescence - HALO portfolio - like anti-AI portfolio - might be interesting to look at

      • Example: Natural Gas, etc

    • Questionable how much brand matters now

  • Liquidity Summit
    • Dan Loeb
    • Sarah Friar
    • Bill Ackman
    • Andrej Karpathy
  • Crazy AI productivity
    • autoresearch is a great project
    • All your ideas are available to you here right now
  • Meta loses lawsuits
    • New Mexico online predators case
    • LA jury held Instagram and YouTube liable
    • Tort lawsuits cost ~$900B a year in America
    • We need to hold parents accountable also - they are responsible for their kids
    • We never talk about our responsibility - we want to blame the government for not protecting us and blame the companies for hurting us
    • As a counter - the corporations know about the harms that people don’t but they continue to profit knowingly
    • Tort lawyers are some of the biggest political donors in the US - they donate to Democrats in local elections, Republicans in national elections and help elect judges - so there is a lot of money in this business
    • Should Spotify be held liable if you get depression after listening to a playlist of sad music you created?
    • Trial lawyers are trying to create the next Big Tobacco
      • They have figured out a way around Section 230 protections and are going to hurt these companies with death by a thousand cuts
  • Sacks and Friedberg join PCAST
    • President’s Council of Advisors on Science and Technology

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