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    Artwork for All-In with Chamath, Jason, Sacks & Friedberg
    Episode

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

    All-In with Chamath, Jason, Sacks & Friedberg · Jul 11, 2026 · 1 h 42 min
    Episode page

    (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump…

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