All-In with Chamath, Jason, Sacks & Friedberg Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
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May 8, 2026 
Brad Gerstner, investor and entrepreneur, joins to weigh market, cloud computing and policy angles. They unpack the SpaceX-Anthropic compute deal and its impact on hyperscalers. The conversation probes whether Anthropic could dominate and debates calls for an "FDA for AI." Trading strategies and the broader AI market boom round out the talk.
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Elon Turns SpaceX Into A Hyperscaler
- Elon turned SpaceX data centers into a hyperscaler play by leasing Colossus 1 to Anthropic, monetizing existing GPU capacity and power.
- Chamath and Brad argue this converts SpaceX from an experimental pipeline asset into a revenue-generating infrastructure business that subsidizes frontier model training.
Anthropic Could Become An Unprecedented Monopoly
- David Sacks warns Anthropic's growth trajectory could create the most powerful monopoly in history if current exponential revenue continues.
- He compares a potential safety/regulatory narrative to Rockefeller calling for a safety agency to entrench market power.
Home Builders Are Starting To Add Edge Compute
- Jason highlights a Pulte Homes deal with Span showing homes integrating Powerwalls and edge compute as an early sign of distributed compute adoption.
- Chamath and Brad point to Powerwalls, cars, and Starlink as future distributed compute nodes.