更多万亿级IPO，Anthropic $3T，Zuck的价格战，中国结束开源？，Trump Accounts｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie介绍：Brad Gerstner代替Friedberg！ (2:58) OpenAI vs Anthropic IPO：谁先上市为何重要，他们从SpaceX IPO中学到了什么，智能的无限TAM (27:39) 开源决策，Meta的新模型，Zuck的价格战，AI双头垄断 (54:29) 中共考虑对中国模型实施出口管制，中国开源是否终结？ (1:03:09) Trump Accounts上线，让年轻美国人重新拥抱资本主义申请2026峰会：https://allin.com/events 关注Brad：ttps://x.com/altcap 关注Bestie：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 节目提及：https://polymarket.com/event/ipos-before-2027 https://x.com/thejessezhang/status/2074154325933424861 https://x.com/praveenTweets/status/2074605343439810922 https://x.com/nikesharora/status/2074802778074124434 https://x.com/nikesharora/status/2074814752174522857 https://x.com/brian_armstrong/status/2070670644577280109 https://x.com/andyfang/status/2074252174226493584 https://x.com/nikesharora/status/2074630732019036574 https://x.com/finkd/status/2075218444056707458 https://x.com/alighodsi/status/2074996561306955958 https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07 https://x.com/KurtSupeCPA/thread/2074817292550984010