Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
26 sep 2026 · 01:34:24
(0:00) Bestie Intros: Favorite All-In Summit moments
(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"
(20:03) Open Source performance and cost: What this means for frontier companies
(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure
(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama
(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure
(1:27:13) Anthropic's bio research and "wet lab" in SF
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Referenced in the show:
https://www.deepseek.com/en/news/deepseek-v4-1-flash
https://x.com/XiaomiMiMo/status/2102138559952290106
https://x.com/0x0SojalSec/status/2101738277049131358
https://x.com/SenSanders/status/2102827319123693689
https://x.com/yipitdata/status/2102781268974793023
https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/
https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc
https://polymarket.com/event/ipos-before-2027
https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo
https://x.com/rauchg/status/2101186741042663579
https://www.anthropic.com/constitution
https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd
https://x.com/mustafasuleyman/status/2100223594534150428
https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it