Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
(0:00) Bestie intros! Thoughts on the LA mayor election
(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory
(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?
(35:21) "FDA for AI" freakout, how the White House thinks about AI safety
(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation
(1:00:04) Trading the AI market, state of the economy
Apply for Summit 2026:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
https://x.com/altcap
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/WallStreetApes/s....tatus/20524134437399
https://www.anthropic.com/news..../higher-limits-space
https://x.com/elonmusk/status/2052073463029055926
https://x.com/shaunmmaguire/st....atus/205207529600262
https://x.ai/news/anthropic-compute-partnership
https://www.realtor.com/news/t....rends/nvidia-pultegr
https://www.gradesaver.com/the....re-will-be-blood/stu
https://www.nytimes.com/2026/0....5/04/technology/trum
https://x.com/SusieWiles47/sta....tus/2052192419718783
https://www.nytimes.com/2026/0....5/05/business/dealbo
https://www.whitehouse.gov/wp-....content/uploads/2026
https://x.com/ahall_research/s....tatus/20520425356616
https://x.com/SenSanders/statu....s/205211673368347055
#allin #tech #news
