(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights Apply for All-In Summit 2026: https://allin.com/events [https://allin.com/events] 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/@allin [https://www.tiktok.com/@allin] 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://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons [https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons] https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi [https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi] https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai [https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai] https://x.com/mkratsios47/status/2079933645888880708 [https://x.com/mkratsios47/status/2079933645888880708] https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747 [https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747] https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks [https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks] https://stratechery.com/2026/whos-afraid-of-chinese-models [https://stratechery.com/2026/whos-afraid-of-chinese-models] https://x.com/CommerceGov/status/2080341953086886387 [https://x.com/CommerceGov/status/2080341953086886387] https://x.com/tickerplus/status/2080123562560504240 [https://x.com/tickerplus/status/2080123562560504240] https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking [https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking] https://x.com/sama/status/2077817060068057493 [https://x.com/sama/status/2077817060068057493] https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20 [https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20] https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks [https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks] https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation [https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation] https://x.com/typesfast/status/2080339052398891244 [https://x.com/typesfast/status/2080339052398891244] https://www.thefp.com/p/why-new-york-city-has-50000-ghost [https://www.thefp.com/p/why-new-york-city-has-50000-ghost]