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All-In PodcastAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
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EPISODE INFO
- Released
- August 14, 2026
- Duration
- 1h 39m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B financing plan, how the AI market could fall apart (1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers (1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy (1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B Apply for Summit 2026: https://allin.com/events Follow Gavin: https://x.com/gavinsbaker Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026 https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion https://x.com/elonmusk/status/2052069691372478511 https://www.meta.com/thefutureisforeveryone https://x.com/Home_of_Fight/status/2086504599444140344 https://x.com/JensenHuang/status/2086934705207959965 https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html https://www.google.com/finance/beta/quote/WDAY:NASDAQ https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html #allin #tech #news
SPEAKERS
Jason Calacanis
hostTech entrepreneur and angel investor; host of the All-In podcast.
Gavin Baker
guestInvestor focused on technology and AI; frequent podcast guest discussing public/private market dynamics.
David Sacks
hostEntrepreneur and investor (Craft Ventures); All-In co-host known for tech and policy analysis.
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Gavin Baker, Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback explores Anthropic IPO hype, decentralized AI, Nvidia financing, Grok resurgence, labor-politics clash Anthropic is rumored to be targeting an October IPO at up to a $2T valuation, fueled by an unprecedented revenue run-rate ramp toward ~$100–$120B and intense investor demand.
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