More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: https://allin.com/events Follow Brad: ttps://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://polymarket.com/event/ipos-before-2027 https://x.com/thejessezhang/status/2074154325933424861 https://x.com/praveenTweets/status/2074605343439810922 https://x.com/nikesharora/status/2…