All-In with Chamath, Jason, Sacks & Friedberg Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
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Apr 10, 2026 
Brad Gerstner, Altimeter Capital founder and veteran tech investor, jumps into the AI power struggle. They dig into Anthropic’s blocked Mythos release, the fight over OpenClaw, and whether AI coding is becoming a winner-take-most market. Then they shift to Anthropic’s blistering $30B ramp, OpenAI’s wobble, and the Iran ceasefire, Israel’s influence, and market fallout.
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Chamath Compared Mythos Alarm To The GPT 2 Playbook
- Chamath Palihapitiya called the Mythos rollout mostly theater and compared it to OpenAI’s staged GPT-2 release in 2019.
- He argued that if these exploits are truly easy to find, Opus-level models can already do it and the internet would need years of patching.
OpenClaw Put AI Coding Antitrust On The Table
- The OpenClaw fight exposed a coming antitrust question in AI coding around bundling, pricing, and dominant token share.
- Jason Calacanis said Anthropic ended flat-rate subscription access for heavy OpenClaw users, forcing API pricing, then announced its own managed agent product days later.
AI Coding Still Struggles With Enterprise Tech Debt
- AI coding may look dominant in tokens today, but Chamath Palihapitiya said it still serves a small slice of real enterprise software work.
- He described customers dragging retired COBOL and Fortran experts back in because long-horizon rewrites and decades of tech debt still do not just work.