Anthropic 2000亿美元IPO、扎克伯格AI宣言、英伟达5000亿美元AI豪赌、Grok回归｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Gavin Baker加入节目！ (2:36) Anthropic IPO报道：估值2000亿美元，年化收入超1000亿美元，10月上市 (27:32) 扎克伯格AI宣言：对Meta和前沿AI意味着什么 (56:41) All-In峰会演讲嘉宾公布！ (58:13) 英伟达5000亿美元融资计划，AI市场可能如何崩盘 (1:14:29) NJ和Mamdani就分包司机问题挑战亚马逊 (1:27:32) Grok 4.6发布：SpaceX的高上限、高下限AI战略 (1:35:21) Workday正与Silver Lake洽谈收购，交易额约430亿美元申请2026年峰会： https://allin.com/events 关注Gavin： https://x.com/gavinsbaker 关注好友们： https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注X： https://x.com/theallinpod 关注Instagram： https://www.instagram.com/theallinpod 关注TikTok： https://www.tiktok.com/@theallinpod 关注LinkedIn： https://www.linkedin.com/company/allinpod 开场音乐来源： https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频来源： https://x.com/TheZachEffect 节目中提及： 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://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion 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