Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

(0:00) Bestie Intros
(3:22) Anthropic S-1 Breakdown: Greatest Business Ever?
(32:47) AI's Biggest Problem and Anthropic's Doomer Showdown
(1:01:57) Google Sheds $500B Market Cap in Worst Day Ever: What Went Wrong?
(1:14:17) Final Midterms Predictions and Scenarios
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Referenced in the show:
https://www.semafor.com/article/10/28/2026/all-in-podcast-cools-on-super-intelligence
https://x.com/AndrewBenson/status/2115458726396310008
https://www.nbcnews.com/business/markets/anthropic-releases-ipo-filing-ahead-highly-anticipated-stock-debut-rcna605676
https://www.reuters.com/business/anthropic-recorded-net-loss-over-80-billion-first-half-this-year-wsj-reports-2026-10-20
https://x.com/rdominguezibar/status/2114785991462428811
https://x.com/jaminball/status/2115121906630238287
https://www.vox.com/future-perfect/507875/anthropic-ipo-stop-ai-race-safety
https://www.anthropic.com/institute/measuring-pace-of-ai-development
https://www.nbcnews.com/business/markets/alphabet-google-stock-ai-advertising-rcna606322
https://x.com/EconomyApp/status/2115539079999971384
https://fortune.com/2026/10/28/alphabet-google-stock-drops-cloud-revenue-doubles-free-cash-flow-negative
https://x.com/Couch_Investor/status/2115541399898571180
https://x.com/Geiger_Capital/status/2112702741995037179
https://x.com/PatrickRuffini/status/2089729804941594660
https://x.com/maxanderson/status/2080229375773941871
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin