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

The episode of All-In with Chamath, Jason, Sacks & Friedberg dives into the explosive growth of Anthropic, whose revenue run rate has surged to $30 billion in just months, driven by enterprise adoption of its AI coding tools. The hosts debate whether Anthropic's decision to withhold its powerful new model, Mythos, due to its ability to autonomously discover critical software vulnerabilities across major systems, is a genuine safety measure or strategic marketing. While some, like Chamath, view it as 'theater' reminiscent of past fear-based PR, others, including Brad Gerstner, see it as a responsible, industry-led 'sandboxing' effort involving 40 major tech firms to patch vulnerabilities before public release. The discussion extends to the competitive landscape, with Anthropic accused of 'ankling' the open-source project OpenClaw by cutting off its access to their API while launching a competing agent product, raising antitrust concerns. The hosts also explore the broader implications of AI's rapid advancement, including the potential for open-source models to disrupt the frontier model space and the looming question of where value will be captured across the AI stack. Beyond AI, the episode covers the fragile two-week ceasefire in the Iran-Israel conflict, with mixed reactions to Trump’s aggressive diplomacy and concerns about Israel’s outsized influence on U.S. foreign policy, while celebrating X’s new AI-powered auto-translate feature as a transformative tool for global understanding.