All-In PodcastWhy Anthropic's best model is locked up despite a $30B ramp
Mythos scored so well on cyber offense that Anthropic delayed its release; a 100-day hardening window did not stop Claude Code from driving a $30B run rate.
Episode Details
EPISODE INFO
- Released
- April 10, 2026
- Duration
- 1h 29m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: major threat or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap 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/@theallinpod 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.youtube.com/watch?v=INGOC6-LLv0 https://openai.com/index/better-language-models https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf https://x.com/steipete/status/2040811558427648357 https://x.com/juliusai/status/2041292301234999668 https://polymarket.com/event/ipos-before-2027 https://www.google.com/finance/quote/IGV:BATS https://polymarket.com/event/anthropic-ipo-closing-market-cap-119 https://truthsocial.com/@realDonaldTrump/posts/116351998782539414 https://truthsocial.com/@realDonaldTrump/posts/116363336033995961 https://truthsocial.com/@realDonaldTrump/posts/116365796713313030 https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6 #allin #tech #news
SPEAKERS
Jason Calacanis
hostAngel investor and entrepreneur; moderator/host of the All-In Podcast.
Brad Gerstner
guestFounder and CEO of Altimeter Capital; technology investor.
David Sacks
hostVenture capitalist at Craft Ventures and former PayPal executive; co-host of the All-In Podcast.
Chamath Palihapitiya
hostFounder of Social Capital; co-host of the All-In Podcast.
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Brad Gerstner, Why Anthropic's best model is locked up despite a $30B ramp explores anthropic’s security hold, agent wars, revenue explosion, and Iran ceasefire debate The hosts debate whether Anthropic withholding its Mythos model is responsible security practice or fear-based marketing, concluding the cyber-risk is plausible even if the presentation is theatrical.
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