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🚨 POD UP!: Besties are back -- Anthropic's generational run -- OpenAI: Panic mode or finally getting focused? -- AI moats and the 100x future -- Brand value in the age of AI -- Meta found liable in two major cases -- Sacks and Friedberg join PCAST! (0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST!
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