Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
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Referenced in the show:
https://polymarket.com/event/w....hich-company-has-the
https://www.wsj.com/tech/ai/op....enai-chatgpt-side-pr
https://www.reuters.com/busine....ss/openai-sweetens-p
https://www.levernews.com/the-....pentagons-ai-gatekee
https://x.com/LauraLoomer/stat....us/20371110577018185
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/stat....us/20369024920808370
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/s....tatus/20235721820901
https://www.google.com/finance..../quote/RACE:NYSE?com
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/califo....rnia/story/2026-03-2
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