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Trari › All-In Podcast
Video taking off 21x its usual first day

All-In's "Greatest Business Ever?" question comes with a power problem

The hosts' bullish reading of Anthropic's filing draws a fast audience, while their productivity argument prompts questions about jobs.

Channel: All-In Podcast Story of Trari Newsroom

Why this story? The video opened at a pace of 373,252 views a day, 20 times a normal first day on this channel (18,168).

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

Things we can learn from the video

Press to jump

  1. 5:52Sacks argues that Anthropic's convertible-note accounting loss is not a cash loss.
  2. 8:12Sacks says falling task-delivery costs let Anthropic cut prices while improving margins.
  3. 16:58Palihapitiya uses Microsoft's revenue growth and nearly flat staffing to illustrate software productivity.
  4. 20:16Palihapitiya identifies data centers, financing and power as central constraints on Anthropic's growth.
  5. 36:49Friedberg argues that governments and AI companies will compete directly for capital and energy.
  6. 46:42Palihapitiya weighs the investment case and risks for Anthropic's expected public offering.

"This is the most incredible business I've ever seen," Chamath Palihapitiya says. But the All-In Podcast's enthusiastic reading of Anthropic's public-offering filing also identifies a decidedly physical constraint: finding enough data centers and electricity to keep growing.

The episode reached roughly 150,000 views in six hours, an unusually fast start for the channel. Jason Calacanis moderates, with David Sacks back alongside Palihapitiya and David Friedberg for a discussion that turns the filing into an argument about where AI's money goes.

Sacks makes the bullish case: the cost of completing tasks is falling sharply, allowing Anthropic to lower prices while improving its margins. He also explains why a huge reported loss tied to convertible notes should not be mistaken for cash flowing out of the business.

Friedberg examines the chain underneath those economics, from chips and infrastructure to the companies selling AI services. Palihapitiya then brings the discussion down to its limiting resource. "It's all about data centers, which means it's all about power," he says. Financing and building that capacity become central risks in his reading of the filing.

The productivity argument is less tidy. Palihapitiya presents Microsoft's rising revenue alongside nearly unchanged staffing as evidence of what software businesses can achieve. Several viewers question the distinction between doing more with existing employees and reducing future hiring. The comment section has already attracted nearly five times the channel's usual full-day total.

Later, Friedberg argues that governments and AI companies will compete for capital and energy, extending the conversation beyond whether Anthropic itself makes an attractive investment.

Published on Trari

Where next?

More from All-In PodcastVideo taking off 25x its usual first dayAll-In asks who pays when an AI agent moves your moneyNikesh Arora joins the hosts to examine the permissions, aging software and infrastructure gaps behind the episode's "AI Cyber Panic."Channel: All-In Podcast · Story of October 25, 2026 Also in Podcasts and interviewsVideo taking off 11x its usual first dayRafe Heydel-Mankoo uses Sweden to argue Reform UK is mainstreamThe Daily Heretic's fast-starting interview turns Sweden's immigration policies into a comparison with Britain's political debate.Channel: The Daily Heretic · Story of October 31, 2026 A different discovery todayVideo taking off 47x its usual first dayDiane Sawyer's Patrick Stewart interview closes World News TonightThe October 29 edition also covers Alaska's Senate probes and a Pentagon firing, but its comment section belongs largely to the actor.Channel: ABC News · Story of October 31, 2026

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The facts
Subscribers
1,160,000
Channel views, last 7 days
1,686,339
Channel views, pace per day
128,333 (on a normal day: 304,552)
Video published
October 30, 2026
Video views so far
148,116 (less than a day online)
Video views, pace per day
373,252

The numbers

The episode's early views are well ahead of All-In's usual start. Its comments have also exceeded a typical full day's total.

the video's first day
usual first day here
18,168
this video
373,252
subscribers
1,160,000
no significant change in the last 7 days
total views
220,431,061
views per day
128,333
typical day: 304,552
the video
views
148,116
likes
2,714
comments
535
days online
1
subscribers: this channel and similar channels
Stiff Socks
1,280,000
All-In Podcast
1,160,000
SmoshCast
1,100,000
Hobby Explorer
1,100,000
Unsubscribe Podcast
1,010,000
SuperMega
1,000,000
As of October 31, 2026 · Data source: Trari Social News, Trari Traffic Trends and Ranking Platform, Google YouTube
Subscriber, view, like and comment counts are YouTube's. Rates, usual days, rankings, comparisons and categories are Trari's own calculations.
Developed with YouTube

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