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/840....ac156-af1c-4a82-b260
https://polymarket.com/event/ipos-before-2027
https://polymarket.com/event/w....hich-company-has-bes
https://www.bloomberg.com/news..../articles/2026-08-13
https://x.com/elonmusk/status/2052069691372478511
https://www.meta.com/thefutureisforeveryone
https://x.com/Home_of_Fight/st....atus/208650459944414
https://x.com/JensenHuang/stat....us/20869347052079599
https://www.cnbc.com/2026/08/0....4/nj-amazon-antitrus
https://www.google.com/finance..../beta/quote/WDAY:NAS
https://www.amazon.com/Vision-....Anointed-Self-Congra
https://www.nytimes.com/2026/0....8/10/nyregion/mamdan

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