(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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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

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AI_SUMMARIZE

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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All-In with Chamath, Jason, Sacks & Friedberg

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

5e91543a418a84a04666d32f/lkRcyw8FzSM5mreR1Mh2-8oYaXAS.mp3