All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

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

April 10, 2026

AI Summary

5 min read

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

Mythos: Real Threat or Marketing Theater?

Anthropic is withholding its newest model, Mythos, claiming it is too dangerous to release broadly. According to the company, the model autonomously found thousands of vulnerabilities, including bugs in every major operating system and web browser. Among the discoveries: a 27-year-old vulnerability in OpenBSD used in firewalls and critical infrastructure, and a 16-year-old bug in FFmpeg that had been missed by automated tools after five million scans. Dario Amodei, Anthropic's CEO, explained that the model can "chain together vulnerabilities" — finding three, four, or five bugs that in sequence create a sophisticated exploit.

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What you'll learn

  • 1 (00:00) **Cold Open & Banter** - The hosts riff on "retard maxing," browser history, and dick pics before introducing the episode.
  • 2 (04:20) **Anthropic Withholds Mythos Model** - Anthropic announces it will not release its new model, Mythos, citing its ability to autonomously find thousands of critical vulnerabilities, including 20-year-old bugs in OpenBSD and FFmpeg.
  • 3 (24:07) **OpenClaw "Ankled" by Anthropic** - Anthropic cuts off OpenClaw's access to its $200 flat-rate plan, forcing it to the API, then releases a competing agent product.
  • 4 (41:05) **Anthropic's $30B Revenue Ramp** - Anthropic's annualized revenue run rate hits $30B, the fastest revenue growth in tech history.
  • 5 (58:07) **OpenAI vs. Anthropic Vibes** - Brad discusses OpenAI's internal hand-wringing and talent exodus, but warns against counting them out.
  • 6 (66:23) **Liquidity Summit & All-In Summit Housekeeping** - Chamath and Jason promote the upcoming Liquidity 2026 and All-In Summit events.
  • 7 (70:10) **Iran War Ceasefire & Israel's Influence** - Two-week ceasefire agreed; JD Vance and Jared Kushner head to Islamabad for talks.

+ Full timestamped outline available in the app

Guests on this episode

Show Notes

(0:00) Bestie intros: Brad Gerstner joins the show!

(4:22) Anthropic blocks Mythos release for security concerns: serious 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

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

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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

All-In with Chamath, Jason, Sacks & Friedberg