Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

(0:00) Bestie Intros: Favorite All-In Summit moments

(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"

(20:03) Open Source performance and cost: What this means for frontier companies

(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure

(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama

(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure

(1:27:13) Anthropic's bio research and "wet lab" in SF

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