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

Page: https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/elon-s-anthropic-deal-the-next-ai-monopoly-fda-for-ai-panic-trading-the-ai-boom
Text version: https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378/elon-s-anthropic-deal-the-next-ai-monopoly-fda-for-ai-panic-trading-the-ai-boom.md
Podcast: [All-In with Chamath, Jason, Sacks & Friedberg](https://stenobird.com/podcast/all-in-with-chamath-jason-sacks-friedberg-1015378)
Published: 2026-05-08T22:16:00+00:00
Episode link: https://allinchamathjason.libsyn.com/elons-anthropic-deal-the-next-ai-monopoly-fda-for-ai-panic-trading-the-ai-boom
Audio file: https://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/secure/allinchamathjason/ALLIN-E272_Ch.mp3?dest-id=1928300
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Duration seconds: 4922

## Resource

(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_r…

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