Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

(0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking (34:57) WHOOP vs. the FDA & Competitor Wearables (44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador

(0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow Nikesh: https://x.com/nikesharora Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now https://x.com/chamath/status/2112757725369348417 https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718 https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security https://x.com/eastdakota/status/2113079352682570051 https://x.com/nsacyber/status/2112903220209098897 https://abliteration.ai https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21 https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd https://x.com/visegrad24/status/2111542897598455888 https://polymarket.com/event/france-declares-state-of-emergency-byptptpt https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt https://x.com/GOP_is_Gutless/status/2112157762981347373

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI Regulation and the Global AI Arms Race (30:32) Vertical Integration and Software Consolidation

(0:00) Dylan Field joins the show: Figma's origin story and mission (3:16) Adobe's $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse" (18:52) Creativity in the AI era: why taste and boldness win (36:02) Human agency, AI's promise, and what comes next

(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed reactions (1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices (1:22:19) Understanding Bill Gates the Doomer Follow Ben: https://x.com/bhorowitz Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/chamath/status/2110128893680378299 https://www.google.com/finance/quote/CRWV:NASDAQ https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips https://polymarket.com/event/coreweave-announces-bankruptcy-by https://x.com/FearedBuck/status/2109443893955567694 https://polymarket.com/event/ipos-before-2027 https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo https://www.anthropic.com/research/self-replicating-ai https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks https://x.com/DavidSacks/status/2109849209742450696 https://www.anthropic.com/research/distillation-defenses https://x.com/brian_armstrong/status/2109412046244913643