All-In with Chamath, Jason, Sacks & FriedbergElon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

EWS: Elon's ace card

8:53–10:08 · 75s

Brad breaks down Elon’s pivot to ‘EWS,’ estimating $4–5B incremental revenue this year and detailing how the deal subsidizes Grok and reshapes SpaceX’s story.

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