All-In with Chamath, Jason, Sacks & Friedberg

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

April 11, 2026

AI Summary

5 min read

🎙️ The Speakers & Context

The Format: Host-led roundtable discussion with a rotating guest investor.
The Key Players: Chamath Palihapitiya (venture investor, contrarian on AI hype cycles), Jason Calacanis (host, operator-focused), David Sachs (investor and policy commentator), Brad Gerstner (Altimeter Capital, Anthropic and OpenAI investor).
The Vibe: Technical and market-driven with light banter; reflective on self-regulation versus competitive urgency.

🎣 The Executive Hook

Anthropic’s decision to sandbox its Mythos model for 100 days of coordinated vulnerability patching marks the first explicit industry acknowledgment that frontier coding models now function as offensive cyber weapons. This creates a narrow six-month window for enterprises to harden codebases before equivalent capabilities reach open-source and Chinese models. The revenue data—Anthropic reaching a $30B annualized run rate in months—confirms that intelligence consumption is scaling faster than any prior software category, validating capex bets while exposing the fragility of legacy tech debt.

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What you'll learn

1 (00:00) **Intro & Retard Maxing** - The hosts banter about PRs, browser history, and the philosophy of "retard maxing" with Eli the Sage.
2 (04:20) **Anthropic Withholds Mythos Model** - Anthropic's new model, Mythos, is withheld due to its dangerous ability to autonomously find vulnerabilities.
3 (09:51) **Sachs & Chamath Debate Mythos** - David Sachs and Chamath debate whether Anthropic's move is genuine safety or a marketing tactic.
4 (14:56) **Theater vs. Reality & OpenClaw Ankled** - The panel discusses the performative nature of the Mythos release and the controversy over Anthropic cutting off OpenClaw.
5 (26:12) **The War on OpenClaw** - The hosts discuss the competitive landscape, with many companies trying to kill the open-source OpenClaw project.
6 (33:36) **Coding Market Reality & Open Source** - The panel discusses the real-world state of AI coding and the potential of open-source models.
7 (41:03) **Anthropic's $30B Revenue Ramp** - The hosts break down Anthropic's unprecedented revenue growth, reaching a $30 billion run rate.