All In Podcast: CoreWeave Crash, AI Trade Cracks & Anthropic IPO Red Flags

Is the AI infrastructure boom cracking, or just getting repriced by higher rates? In this condensed recap of the All In Podcast, hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg join guest Ben Horowitz to break down the CoreWeave selloff, rising credit risk, and what the AI trade really depends on. From CoreWeave’s debt-fueled financing model to comparisons with LoudCloud and the dot-com era, the discussion explores why AI demand may still be strong even as borrowing costs jump. The panel also examines Anthropic’s IPO prospects, the “compute duopoly” with OpenAI, and debates over open-source AI, model distillation, AI alignment, and safety warnings. They close on a bigger question: whether electricity, land, and data center infrastructure are becoming the true moat in artificial intelligence. This is a minutes-long summary of the full episode’s key ideas, so you can catch the market and tech takeaways fast. Listen now to get the key ideas in minutes.