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Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

| 12 products mentioned
All-In Podcast All-In Podcast host
Jason Calacanis co-host
David Sacks co-host
Chamath Palihapitiya Chamath Palihapitiya co-host
David Friedberg co-host
Brad Gerstner guest
Watch on YouTube large language models enterprise software artificial intelligence funding coding automation cybersecurity venture capital strategy geopolitics

The All-In hosts discuss Anthropic's unprecedented $30 billion revenue run rate—a trajectory that surpasses any tech company in history—alongside the company's strategic decision to withhold its Mythos model to allow enterprises time to patch critical cybersecurity vulnerabilities before malicious actors exploit them. The episode also covers geopolitical developments including a ceasefire in the Iran-Israel conflict and debates about whether U.S. foreign policy is being unduly influenced by Netanyahu, with hosts exploring how the AI arms race and frontier model competition are reshaping the venture capital landscape.

Key takeaways
  • • Anthropic achieved 30x revenue growth in less than 18 months (from $1B to $30B annualized run rate) by focusing exclusively on enterprise coding and agentic capabilities rather than consumer products, demonstrating that vertical specialization can outpace broad-market strategies.
  • • Mythos model represents a threshold moment where AI capabilities became so powerful—autonomously discovering 20+ year old zero-day exploits across major operating systems—that responsible companies must sandbox releases and coordinate with competitors rather than race to market.
  • • Anthropic's 50-60% market share of coding tokens creates a potential data flywheel where early market leadership could consolidate through access to more code bases and training data, raising antitrust concerns if the company engages in price discrimination against competitors like OpenClaw.
  • • Open-source alternatives like Ridges AI (via Bittensor) hit 80% of Claude 4 capability in under 45 days with only $1M in incentives, suggesting distributed training models could eventually disrupt the venture-backed frontier model incumbents.
  • • Gross margins are exploding at frontier model companies because compute capacity is fixed (1.5-2 gigawatts for Anthropic) regardless of revenue level, meaning inference cost declines of 90% year-over-year directly translate to profitability without proportional scaling of headcount.
  • • Markets priced the Iran-Israel conflict as a "small blip" (5-7% drawdown vs. 22% on tariff concerns), suggesting investor confidence that Trump will execute a quick offramp, with ceasefire negotiations already underway in Pakistan through VPs JD Vance and Jared Kushner.

Recommendations (7)

Claude
Claude uses

"Check I I I have this additional chart. you showed one, you know, they added 4 billion of revenue in January, 7 billion in February, 11 billion of annualized run rates"

Brad Gerstner · ▶ 42:20

OpenClaw
OpenClaw uses

"OpenClaw became a phenomenon, the number one open source project in history on GitHub with all of this usage, people went crazy. And you heard me talking about how crazy I went for it"

Jason Calacanis · ▶ 25:58

Grok
Grok uses

"Actually, I went back to Grok and I just asked, 'Hey, give me examples where Anthropic has basically used scare tactics and it's it's a pattern.'"

David Sacks · ▶ 10:26

Ridges AI recommends

"There's a project that's subnet 62. It's called Ridges AI... they spent about a million dollars in tow like rewards and in 45 days they hit 80% of what Claude 4 is... anybody who's not investigated..."

Jason Calacanis · ▶ 36:38

Twitter X recommends

"And if you don't have an X account, you are missing out. Go to X.com and sign up for this reason only because you think about the velocity."

Jason Calacanis · ▶ 1:23:40

Grok
Grok uses

"because of Grok being really good at doing auto translate. They've taken the pockets of the best of what's happening in Japan, what's happening in Israel, what's happening in France, and they're su..."

Jason Calacanis · ▶ 1:22:08

Athena
Athena recommends

"Go to Athena.com. Sax, I'm going to get you a couple Athena assistants as a birthday present. Athena assistants are the best."

Jason Calacanis · ▶ 1:27:51

Mentioned (5)

Mythos "Anthropic is withholding its newest model, Mythos saying it is far too dangerous for any of us to..." ▶ 4:22
Project Glass Wing "So, they set up Project Glass Wing. It's an AI-driven, you know, kind of cyber coalition. Apple, ..." ▶ 7:00
Cursor
Cursor "Obviously, you have Anthropic, but also Perplexity Computer launched. It's awesome. I've been usi..." ▶ 29:31
Claude Code
Claude Code "February 25, they launched Claude Code. That was the starter pistol" ▶ 42:40
New York Times
New York Times "On Tuesday, the New York Times dropped an inside the room piece on how President Trump made the d..." ▶ 1:15:20

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