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2026.10.18Sunday·AI beyond the horizon·himiao.ai
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Talks & Podcasts·YouTube·2026-10-16

All-In Podcast E293: CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

All-In Podcast episode released October 16, 2026: Chamath Palihapitiya, Jason Calacanis, David Sacks and guest host Ben Horowitz discuss the CoreWeave debt selloff, AI's deflationary impact on software, Anthropic's investor day, self-replicating AI warnings, and power, land and compute.

All-In Podcast·2026-10-16·Duration 1:34:05

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  1. Ben Horowitz fills in for David Friedberg, joining Jason Calacanis, Chamath Palihapitiya and David Sacks.

  2. The hosts discuss the CoreWeave debt selloff and debate whether it means the AI bubble has popped.

  3. The hosts discuss AI's deflationary impact on software: AI decompiling and restructuring traditional software.

  4. The hosts review what Anthropic announced at its investor day and the market reaction.

  5. "Psyop Corner" segment: Anthropic's warning about potentially self-replicating models on IoT devices.

  6. The hosts discuss Bill Gates' pessimistic stance on AI development.

SourcePublished by All-In Podcast on YouTube (original); all rights belong to the creator. We only embed the official player; key points by HIMIAO Horizon.

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