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🚨BIG EPISODE BESTIES! Sacks is back, Fifth Bestie Brad Gerstner fills in for @Friedberg -- Anthropic withholds Mythos: serious concern or another marketing stunt? -- OpenClaw vs everybody: Are frontier model makers trying to kill the open source agent platform? -- Anthropic's $30B run rate: fastest ever, do they already have market dominance in AI code? -- The AI vibe shift: OpenAI reels as Anthropic rips -- Iran War: ceasefire and Israel's influence on US foreign policy (0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact
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