Software’s Value Capture Is Still Unclear

(0:00) Bestie intros: Brad Gerstner joins the show!

(4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?

(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?

(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence

(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling

(1:10:12) Iran War: Ceasefire, Israel's influence, market impact

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Intro Music Credit:

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Referenced in the show:

https://www.youtube.com/watch?v=INGOC6-LLv0

https://openai.com/index/better-language-models

https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf

https://x.com/steipete/status/2040811558427648357

https://x.com/juliusai/status/2041292301234999668

https://polymarket.com/event/ipos-before-2027

https://www.google.com/finance/quote/IGV:BATS

https://polymarket.com/event/anthropic-ipo-closing-market-cap-119

https://truthsocial.com/@realDonaldTrump/posts/116351998782539414

https://truthsocial.com/@realDonaldTrump/posts/116363336033995961

https://truthsocial.com/@realDonaldTrump/posts/116365796713313030

https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html

https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6