All-In Podcast: CoreWeave Debt Selloff, Anthropic IPO Red Flags, and AI Deflation
DavidSacks · x · 2026-10-17
The latest All-In Podcast episode, with Ben Horowitz filling in for Friedberg alongside David Sacks, covers a packed agenda:
- CoreWeave's stock tanks after a debt selloff — did the AI trade just crack, or is this noise?
- AI deflation and software — how AI 'decompiles' software and pressures traditional software pricing
- Anthropic's investor day draws mixed reactions — valuation red flags and how much it should raise
- Psyop Corner: Anthropic's warning about self-replicating models on IoT devices
- Understanding Bill Gates the Doomer — what's really behind his repeated AI warnings
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