The All-In podcast hosts David Sacks, Chamath Palihapitiya, David Freeberg, and Jason Calacanis discuss major developments in AI, tech regulation, and policy. Sacks joins from Texas after returning from DC, where he was recently appointed to co-chair President Trump's Council of Advisors on Science and Technology (PCAST). Freeberg also joins the administration in this advisory role.

The conversation covers Anthropic's surge against OpenAI, Meta's legal troubles over child safety, and the broader implications of AI disruption on markets and society. The hosts examine tort litigation costs, parental responsibility versus corporate liability, and the competitive dynamics reshaping the AI landscape.

Key topics include Anthropic's $6 billion run rate growth, OpenAI's strategic pivot away from consumer projects, and the $378 million in verdicts against Meta for platform addiction and child exploitation. The discussion also touches on Jonathan Haidt's research from The Anxious Generation regarding social media's impact on children.

Anthropic's Generational Run vs OpenAI's Strategic Pivot

Anthropic achieved $6 billion annual run rate in February alone, with Claude 4.6 representing what Jensen Huang called 'an inflection point and the first agentic model'

OpenAI is cutting side projects including Sora video app, canceling Disney's billion-dollar investment and licensing deal to focus on enterprise competition

"From an enterprise lens, which is where I see most of the action, particularly through 8090, it's all Anthropic all the time" - Chamath on current market dynamics

OpenAI maintains consumer dominance with ChatGPT but faces market share decline from 100% to projected sub-50% as Apple, Meta, and Microsoft enter

The SaaS Apocalypse and AI Disruption Economics

SaaS companies face dramatic valuation resets as markets question durability in an AI-disrupted world, with companies like Snowflake seeing payback periods cut in half

"If superintelligence is coming, we have to be very careful about what we're willing to pay for these things" - Chamath on market re-rationalization

Mag 6 companies (Apple, Microsoft, Meta, Alphabet) receive premium valuations as markets bet on monopolistic durability of their cash flows

Enterprise customers increasingly want 'strangulation as a service' - AI agents that eliminate complex UIs and handle backend complexity invisibly

Meta's $378 Million Legal Reckoning on Child Safety

Meta lost two verdicts totaling $378 million: $375 million in New Mexico for child predator access and $3 million in LA for platform addiction design

"Social media causes immense harm, particularly harm for kids. Kids should not be on social media until they're 16" - Freeberg on platform dangers

Tort litigation costs US economy $900 billion annually (3% of GDP), growing 10% per year, creating what Freeberg calls 'the tort tax'

Australia, Malaysia, Spain, Germany, and UK implementing age 16 restrictions while US relies on ineffective COPPA compliance that 'a six-year-old can vibe code around' - Chamath

Research from The Anxious Generation supports keeping children off phones and social media until age 16 due to documented correlation with depression and anxiety

Trump's PCAST and the US-China Technology Race

David Sacks appointed co-chair of President Trump's PCAST alongside tech leaders including Andreessen, Jensen Huang, Mark Zuckerberg, and David Freeberg

"China now publishes 50% more scientific research papers than the US, up from 50% less just 10 years ago" - Freeberg on the research gap across all scientific disciplines

PCAST focuses on 'builders and doers' rather than traditional academics, emphasizing industrial policy and technology implementation over pure research

"This is a moment where there's an industrial race, not just a discovery race underway" - Freeberg on why business leaders belong on science advisory councils