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

    Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

    All-In with Chamath, Jason, Sacks & Friedberg · Sep 26, 2026 · 1 h 34 min
    Episode page

    (0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost: What this means for frontier companies (29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure (53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama…

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