Anthropic’s $2T IPO, Zuck’s AI Manifesto, Nvidia’s $500B AI Bet, Grok’s Comeback

(0:00) Gavin Baker joins the show!

(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing

(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI

(56:41) All-In Summit Speaker Announcements!

(58:13) Nvidia's $500B financing plan, how the AI market could fall apart

(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers

(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy

(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B

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Referenced in the show:

https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa

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

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion

https://x.com/elonmusk/status/2052069691372478511

https://www.meta.com/thefutureisforeveryone

https://x.com/Home_of_Fight/status/2086504599444140344

https://x.com/JensenHuang/status/2086934705207959965

https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html

https://www.google.com/finance/beta/quote/WDAY:NASDAQ

https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X

https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html