All-In PodcastHow Anthropic outran OpenAI by betting everything on coding
Coding pulled Anthropic into enterprise IT budgets. OpenAI shelves Sora and pivots; SaaS valuations deflate under what analysts call AI fragility risk.
Episode Details
EPISODE INFO
- Released
- March 27, 2026
- Duration
- 1h 20m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST! 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://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751 https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825 https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23 https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival https://x.com/LauraLoomer/status/2037111057701818519 https://x.com/chamath/status/2033385903520129161 https://x.com/TheIcahnist/status/2036902492080837015 https://www.google.com/finance/quote/GOOG:NASDAQ https://www.google.com/finance/quote/LVMUY:OTCMKTS https://x.com/cryptopunk7213/status/2023572182090109380 https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS https://x.com/Vjay031/status/1985631799448662441 https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict #allin #tech #news
SPEAKERS
Jason Calacanis
hostAngel investor and entrepreneur; primary moderator and co-host of the All-In Podcast.
David Friedberg
hostFounder of The Climate Corporation and entrepreneur/investor; the show’s science-focused co-host.
Chamath Palihapitiya
hostFounder of Social Capital and venture capitalist; co-host of the All-In Podcast.
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, How Anthropic outran OpenAI by betting everything on coding explores anthropic surges, OpenAI refocuses, AI moats shift, Meta verdicts loom Anthropic is portrayed as executing a standout product-and-distribution run by betting early on coding, which is pulling it deeper into enterprise budgets and adjacent agent workflows.
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