Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Watch on YouTube ↗  |  April 10, 2026 at 22:38  |  1:29:17  |  All-In Podcast
Speakers
Jason Calacanis — Host / Angel Investor
David Sacks — Craft Ventures / General Partner
Brad Gerstner — Altimeter Capital / CEO
Chamath Palihapitiya — CEO, Social Capital

Summary

The podcast delves into Anthropic's new AI model Mythos and the debate over its security risks, the company's competitive moves against OpenClaw, and its unprecedented revenue growth reaching a $30 billion run rate. It also explores the potential for open source AI models, the impact of geopolitical tensions on markets, and investment opportunities in enterprise software and broad indices.

  • Anthropic withholds its Mythos model, citing security risks, sparking discussion on whether it's genuine or a marketing tactic.
  • Anthropic is accused of anti-competitive behavior against OpenClaw and is seen as dominating the AI coding market.
  • Anthropic's revenue run rate has exploded to $30 billion, the fastest growth in tech history, indicating a huge TAM for intelligence.
  • Open source AI projects like Bit Tensor's Ridges AI are rapidly improving and could capture significant token usage.
  • The Iran war ceasefire and potential peace deals could lead to a stock market rally.
  • Enterprise software stocks may be oversold and present buying opportunities.
  • The discussion highlights the ongoing competition between frontier AI companies and the role of open source.
  • Geopolitical de-escalation could boost the S&P 500 and NASDAQ.
Trade Ideas
Jason Calacanis Host / Angel Investor 36:30
Open source AI via Bit Tensor could capture 90% of token usage.
Open source AI models, particularly those on decentralized networks like Bit Tensor, are rapidly improving and could capture a large share of AI token usage due to their community-driven development and lower costs. Ridges AI, a project on Bit Tensor, achieved 80% of Claude 4's capability in 45 days with only $1M in rewards, showing the potential of decentralized AI to compete with frontier models.
TAO MED
David Sacks Craft Ventures / General Partner 63:36
Enterprise software stocks are oversold and offer value.
The sell-off in enterprise software stocks (as evidenced by the IGV index being down 30% year-to-date) may have created buying opportunities because the market is overly pessimistic about the impact of AI on these companies. Some software companies may be unfairly punished and could be value buys, as the market may be throwing the baby out with the bathwater.
IGV MED
Brad Gerstner Altimeter Capital / CEO 73:20
Geopolitical peace could drive stock market rally.
The resolution of geopolitical tensions (Iran ceasefire, potential deals in Ukraine, Venezuela, Cuba) could lead to a significant rally in the stock market, as the market has already bounced back from the initial war scare and could go higher if peace is achieved. The market has priced in the worst and now sees a path to de-escalation.
SPY QQQ MED
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This All-In Podcast video, published April 10, 2026, features Jason Calacanis, David Sacks, Brad Gerstner discussing TAO, IGV, SPY, QQQ. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jason Calacanis, David Sacks, Brad Gerstner  · Tickers: TAO, IGV, SPY, QQQ