Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 8 May 2026
⏱️ 82 minutes
🧾️ Download transcript
Summary
(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
Transcript
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| 0:00.0 | How do I sound? |
| 0:00.8 | You sound perfect. You sound great. How do I look? Yeah, he sounds great. Better than you look. The face made for radio. You don't look as tired as you have in recent weeks. That's true. Yeah. Oh, yeah. Somebody was slagging me for the bags and for my eyes. I mean, this audience is brutal. They're brutal. They're brutal. It's a good thing I'm rich. |
| 0:42.9 | All right. All right. All right. All right. Welcome back. All right, everybody, welcome back to the number one podcast in the world. It's the all-in podcast with us today. |
| 0:46.4 | Shemoth Polly Hoppitya, David Sachs, and our fifth bestie, Mr. Brad Gersner is here. |
| 0:53.0 | I think David Freeberg is suffering from some socialist-related flu. |
| 0:58.6 | He's very sick of reading about socialists. |
| 1:01.1 | But he'll be back next week with two incredible, incredible interviews. |
| 1:05.7 | You guys see those Spencer Pratt ads? |
| 1:07.7 | Wow. |
| 1:08.2 | It's one of the best political ads I've ever seen. |
| 1:28.5 | Oh, there's like three or four of them. There are multiples. 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 because 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. Well, he's also quite a good debater. Did you see clips from this debate? |
| 1:34.1 | Incredible. He's so funny. He's so chill. Yeah, well, he's up against Karen Bass, who's the mayor, |
| 1:40.5 | who is basically extremely left wing. And then there's someone who's a city councilwoman |
| 1:45.2 | who's even further to the left of Karen Bass. I mean, she's often like Fidel Castro territory. |
| 1:51.3 | She's an Indian Fidel Castro. Ramon. So she was basically, I guess, criticizing the mayor for the |
| 1:58.5 | homelessness problem. And then Pratt pointed out that this councilwoman |
| 2:02.5 | is actually in charge of all these homeless programs already. He eviscerated her. |
| 2:09.0 | He eviscerated her. And he basically made the key point, which is, look, the problem here is not |
| 2:13.1 | lack of housing. It's an addiction issue. And it's a mental illness issue. And look, if you he said if she went to the street, she gets stabbed in the neck. Yeah. Which is pretty accurate if you've been to Skid Row. I mean, you would not want to walk through there. It was like the Spider-Man photo. Wait, Nick's got the clip. Play's a clip. Oh, God. This clip is a different clip, but this went super viral. |
| 2:35.5 | It reminded me of Trump a little bit. |
| 2:37.3 | Let's see. |
| 2:38.0 | I'm not sure how to respond to that vision of Los Angeles. |
... |
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