Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

**Jason Calacanis** (0:00)
All right, everybody, welcome back to the number one podcast in the world. The Fantastic Four, the original.

**Chamath Palihapitiya** (0:06)
Oh, the cast is back.

**Jason Calacanis** (0:08)
The cast is back.

**Chamath Palihapitiya** (0:09)
Our brothers in arms.

**Jason Calacanis** (0:10)
Brothers in arms. Here we go, good boys. We've got a big news week. David Sacks is back, and he's in the great state of Texas. How's it been, Sacks? How's Texas been for you so far?

**David Sacks** (0:23)
It's been great. Although I just got back from DC. I got like three hours sleep last night, but we had a lot of news this past week.

**Jason Calacanis** (0:31)
Yes, and we'll be talking about Pcast and your role in the Trump administration. Big news that we'll be talking about today also relates to you. O Sultan of Science, David Friedberg, with your background from the iconic film, for those not watching, looks like the iconic film in Louise. I wonder if that has something to do with the budget of California, which you've been outspoken about recently.

**Chamath Palihapitiya** (0:58)
Great rant. Which I retweeted.

**Jason Calacanis** (1:00)
Mega rant with mom.

**David Friedberg** (1:01)
Thank you, boys.

**David Sacks** (1:02)
I retweeted it, too. If only you could be allowed the time and space to do those kinds of rants on this pod.

**Jason Calacanis** (1:10)
Thank you very much.

**David Friedberg** (1:11)
If you kept interrupting him, Sacks, and just let him go. Here he is. He's going again.

**Jason Calacanis** (1:17)
There it is. Dr. Doom. Dr. Doom, your mayor, your new governor. Would you consider it, Friedberg, after Ohala running for governor?

**David Friedberg** (1:25)
There is no after Ohala.

**Chamath Palihapitiya** (1:27)
Oh, please do it.

**Jason Calacanis** (1:27)
No after Ohala.

**Chamath Palihapitiya** (1:28)
Oh, please do it.

**Jason Calacanis** (1:30)
Wow, that'd be so great.

**Chamath Palihapitiya** (1:31)
I'm tempted to buy Ohala for like five or six billion, so you just do it.

**David Friedberg** (1:34)
It's a dirty game, Paul. California politics is dirty, man.

**Chamath Palihapitiya** (1:37)
I don't even know what it does. I'll just have somebody else deal with it. Can you imagine the oppo research you bought on Friedberg? No, no, no, no. We'd get him elected. He would do an incredible job. He would save the fourth largest economy in the world. It would be incredible.

**Jason Calacanis** (1:49)
It'd be amazing.

**David Friedberg** (1:50)
I would love the...

**Jason Calacanis** (1:51)
Here's the oppo research, Sacks. David Friedberg went to a rave in 1999 and stayed up until 10 a.m. We have witnesses.

**Chamath Palihapitiya** (2:01)
Once he got tilted at the poker game, stole a bunch of pistachios and lactate and ran home.

**David Friedberg** (2:06)
He did.

**Jason Calacanis** (2:25)
Anthropic, a generational run and OpenAI crashing out a bit, boys. Let's chop it up here.
Here, just looking at Anthropic, pretty major heater this year. January, they launched Cowork for business users. You know what that does, Cron jobs. You can connect to your Gmail, your Notion, whatever it is. And then Opus 4.6, which consensus-wise, everybody thought this is a major step function. Jensen, Michael Dell, everybody's called it out. Jensen actually called it back in November an inflection point and the first agentic model. And Opus 4.6 has basically, Dell said, hit a threshold that we haven't seen before in terms of real productivity in Teams. February, they dropped a bunch of clogged code plugins that caused the SaaSpocalypse, not the Sackspocalypse, the SaaS software as a service.

**David Sacks** (3:20)
Well, it was the Sackspocalypse too.

**Jason Calacanis** (3:22)
Yeah, there was a little bit of that back and forth as well.

**David Sacks** (3:25)
No, I mean, as a SaaS investor, it was a SaaSpocalypse too.

**Jason Calacanis** (3:30)
You were the tip of the spear there. We'll get into it.

**David Sacks** (3:32)
My exit comps were affected, that's all.

**Jason Calacanis** (3:34)
Yes. It seems like you may have divested at exactly the right time. All right. Six billion dollars in annual run rate was added in February alone. Brad referenced a couple of weeks ago here on the pod. Earlier this week, they announced computer use, a new agentic system for enterprise-grade kind of open-claw functionality. Now you can use the Clawed app from your phone to control your desktop computer. Really slick feature. Here's the calendar release over the past two months for the team at Anthropic. Dario, come on the pod anytime. Sacks, you've had a couple of flare-ups and obviously the administration and the Department of War had their kerfluffle. But just looking at it objectively, what's your take on the surging Anthropic generational run as I've described it here?