Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
August 14, 2026 · 1 h 40 min
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Show notes
() Gavin Baker joins the show!
() Anthropic IPO report: $2T valuation, $100B+ run rate, October listing
() Zuck's AI manifesto: What it means for Meta and frontier AI
() All-In Summit Speaker Announcements!
() Nvidia's $500B financing plan, how the AI market could fall apart
() NJ and Mamdani take on Amazon over subcontracted drivers
() Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy
() 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://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
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