Competition, Compute Limits, and Market Response

(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/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

https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf

https://x.com/ahall_research/status/2052042535661691282

https://x.com/SenSanders/status/2052116733683470556