Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
- May 8, 2026
- 1:22:02
- Full Episode
(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 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
Brief Summary
The episode discusses Spencer Pratt's political ads, Elon Musk's data center strategy, and the economic impact of AI.
Key points
- Elon Musk's Data Center Deal. Elon Musk's recent deal for a data center is set to revolutionize AI capabilities.
- Anthropic's Exponential Growth. Anthropic has tripled its annual recurring revenue in just a few months, showcasing unprecedented growth.
- The Future of AI Revenue. The discussion revolves around the potential for Anthropic to achieve a trillion dollars in revenue by 2027.
- Elon vs. Competition. Elon Musk's ventures are poised to dominate AI, but competition is heating up.
- The Future of AI Regulation. The White House is considering an FDA for AI to vet new models for safety.
- AI Regulation Debate Heats Up. The discussion on AI regulation intensifies as experts weigh in on safety versus innovation.
Episode highlights
- Elon Musk's Data Center DealElon Musk's recent deal for a data center is set to revolutionize AI capabilities.“Elon made a great bet on compute and built up those data centers really fast.”5:34May 8, 2026
- Anthropic's Exponential GrowthAnthropic has tripled its annual recurring revenue in just a few months, showcasing unprecedented growth.“They went from 10 billion to 30 billion in ARR.”14:38May 8, 2026
- The Future of AI RevenueThe discussion revolves around the potential for Anthropic to achieve a trillion dollars in revenue by 2027.“Anthropic will be the most powerful monopoly ever created in human history.”16:24May 8, 2026
- Elon vs. CompetitionElon Musk's ventures are poised to dominate AI, but competition is heating up.“Elon is winning the AI race right now.”20:19May 8, 2026
- The Future of AI RegulationThe White House is considering an FDA for AI to vet new models for safety.“The White House wants to avoid any political repercussions if a devastating AI-enabled cyber attack were to occur.”36:13May 8, 2026
- AI Regulation Debate Heats UpThe discussion on AI regulation intensifies as experts weigh in on safety versus innovation.“We need to build more capacity in government to quickly do the cyber review.”38:54May 8, 2026
- The Tech Community's DilemmaExperts criticize the tech community's response to regulation, giving them a failing grade.“We’re doing a horrible job. I’d give the community a D-minus, trending to an F.”41:26May 8, 2026
- Raising Minimum WageA call to examine the effects of raising the minimum wage across various countries.“We should really look at the minimum wage and study what happened in New Zealand, Sweden, Switzerland, uh, Australia when they raised it.”53:58May 8, 2026
