April 10, 2026
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1:29:17Now Playing(0:00) Bestie intros: Brad Gerstner joins the show!
(4:22) Anthropic blocks Mythos release for security concerns: major threat or marketing stunt?
(24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?
(42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence
(58:01) Major vibe shift: Anthropic ripping, OpenAI reeling
(1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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