(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summit Speaker Announcements! (58:13) Nvidia's $500B financing plan, how the AI market could fall apart (1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers (1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy (1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow Gavin: https://x.com/gavinsbaker [https://x.com/gavinsbaker] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa [https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa] https://polymarket.com/event/ipos-before-2027 [https://polymarket.com/event/ipos-before-2027] https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026 [https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026] https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion [https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion] https://x.com/elonmusk/status/2052069691372478511 [https://x.com/elonmusk/status/2052069691372478511] https://www.meta.com/thefutureisforeveryone [https://www.meta.com/thefutureisforeveryone] https://x.com/Home_of_Fight/status/2086504599444140344 [https://x.com/Home_of_Fight/status/2086504599444140344] https://x.com/JensenHuang/status/2086934705207959965 [https://x.com/JensenHuang/status/2086934705207959965] https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html [https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html] https://www.google.com/finance/beta/quote/WDAY:NASDAQ [https://www.google.com/finance/beta/quote/WDAY:NASDAQ] https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X [https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X] https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html [https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html]