Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

<p>(0:00) Bestie intros! Thoughts on the LA mayor election</p> <p>(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory</p> <p>(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?</p> <p>(35:21) "FDA for AI" freakout, how the White House thinks about AI safety</p> <p>(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation</p> <p>(1:00:04) Trading the AI market, state of the economy</p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://x.com/WallStreetApes/status/2052413443739951366">https://x.com/WallStreetApes/status/2052413443739951366</a></p> <p><a href= "https://www.anthropic.com/news/higher-limits-spacex">https://www.anthropic.com/news/higher-limits-spacex</a></p> <p><a href= "https://x.com/elonmusk/status/2052073463029055926">https://x.com/elonmusk/status/2052073463029055926</a></p> <p><a href= "https://x.com/shaunmmaguire/status/2052075296002625942">https://x.com/shaunmmaguire/status/2052075296002625942</a></p> <p><a href= "https://x.ai/news/anthropic-compute-partnership">https://x.ai/news/anthropic-compute-partnership</a></p> <p><a href= "https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard"> https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard</a></p> <p><a href= "https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil"> https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil</a></p> <p><a href= "https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html"> https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html</a></p> <p><a href= "https://x.com/SusieWiles47/status/2052192419718783246">https://x.com/SusieWiles47/status/2052192419718783246</a></p> <p><a href= "https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html"> https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html</a></p> <p><a href= "https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf"> https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf</a></p> <p><a href= "https://x.com/ahall_research/status/2052042535661691282">https://x.com/ahall_research/status/2052042535661691282</a></p> <p><a href= "https://x.com/SenSanders/status/2052116733683470556">https://x.com/SenSanders/status/2052116733683470556</a></p>