AI Valuations Face a Reset

(0:00) Bestie intros!: Friedberg for Governor of California?

(2:25) Anthropic's generational run

(15:45) OpenAI: getting focused or panic mode?

(36:56) AI valuation impacts, moats, and disruption

(43:58) Liquidity speaker announcements, the 100x AI moment

(50:35) Two landmark social media verdicts against Meta

(1:12:46) Sacks and Friedberg join PCAST!

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Intro Music Credit:

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Referenced in the show:

https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751

https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825

https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23

https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival

https://x.com/LauraLoomer/status/2037111057701818519

https://x.com/chamath/status/2033385903520129161

https://x.com/TheIcahnist/status/2036902492080837015

https://www.google.com/finance/quote/GOOG:NASDAQ

https://www.google.com/finance/quote/LVMUY:OTCMKTS

https://x.com/cryptopunk7213/status/2023572182090109380

https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS

https://x.com/Vjay031/status/1985631799448662441

https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict