The besties open on a chaotic week for frontier AI, then spend most of the episode on liquidity: both Anthropic and OpenAI sliding their listings later while open source models keep taking share. Later segments cover Meta’s Muse launch, the political fight over pacing the frontier, and Anthropic’s own wet lab research in San Francisco.
All-In panel weighs what postponing two AI IPOs means
The hosts dig into delayed AI listings, falling token prices and pressure from open source models.
