Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
5/8/20261 hr 22 min
(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
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Referenced in the show:
https://x.com/WallStreetApes/status/2052413443739951366
https://www.anthropic.com/news/higher-limits-spacex
https://x.com/elonmusk/status/2052073463029055926
https://x.com/shaunmmaguire/status/2052075296002625942
https://x.ai/news/anthropic-compute-partnership
https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard
https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil
https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html
https://x.com/SusieWiles47/status/2052192419718783246
https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html
Clips
Showing 10 of 12Transcript preview
First 90 secondsDavid Sacks· Host0:00
How do I sound?
Jason Calacanis· Host0:00
You sound perfect.
Chamath Palihapitiya· Host0:01
You sound great.
David Sacks· Host0:01
How do I look?
Chamath Palihapitiya· Host0:02
Yeah, you sound great. Better than you look. [laughs] [laughs] Got that face made for radio.
Jason Calacanis· Host0:07
[laughs] You don't look as tired as you have in recent weeks.
Chamath Palihapitiya· Host0:10
That's true.
David Sacks· Host0:10
Oh, really?
Jason Calacanis· Host0:11
Yeah. Yeah.
Chamath Palihapitiya· Host0:11
Oh, yeah, somebody was slagging me for the bags under my eyes. [laughs] I mean, this audience is brutal.
Jason Calacanis· Host0:17
They're brutal.
Chamath Palihapitiya· Host0:17
They're brutal.
David Sacks· Host0:19
It's a good thing I'm rich. [laughs] [laughs] [laughs] [upbeat music] You gotta let your winners ride. Rain Man David Sax. And I said, we open source it to the fans, and they've just gone crazy with it. W. West. Ice Queen of quinoa. [upbeat music] I'm going all in.
Jason Calacanis· Host0:39
All right, everybody. Welcome back to the number one podcast in the world. It's the All In podcast. With us today, Chamath Palihapitiya, David Sax, and our fifth bestie, Mr. Brad Gerstner is here. I think, uh, David Friedberg is suffering from some socialist-related flu. He's very sick- [laughs] ... of reading about socialists, but he'll be back next week with two incredible, incredible interviews.
David Sacks· Host1:05
You guys see those Spencer Pratt ads? Wow.
Chamath Palihapitiya· Host1:08
It's one of the best political ads I've ever, ever seen.
Jason Calacanis· Host1:10
Oh, there's like three or four of them.
Chamath Palihapitiya· Host1:12
There are multiples.
Jason Calacanis· Host1:12
Yeah.
Chamath Palihapitiya· Host1:13
Whoever that social media team is, is on fire. If you get a good social media team and you get a good ad production team, I think it's next gen, 'cause these things go crazy. And Spencer Pratt, if he wins this election, which I think he's going to in Los Angeles, the reason is what Brad said. Those ads are incredible.