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All In Podcast Episode 272 Recap and Notes May 8 2026

May 8 2026

  • BG back in for Friedberg
  • LA Mayor Election
    • Spencer Pratt team is working hard
  • Elon leased all of Colossus 1 to Anthropic

    • Chamath called this out just a few days ago on the Pod

    • EWS = Elon Web Services 😛

    • It is clear that Anthropic and OpenAI’s revenue is not limited by demand - if they had infinite compute/power they would have even more revenue

    • As Shaun Maguire said in a tweet, SpaceX is 5 layer cake

      • Layer1 - Launch, Layer2 - Connectivity, Layer3 - Compute/Hyperscaler, Layer4 - Applications/Models, Layer5 - Other bets (Terafab, Moon, point to point, etc)

    • This partnership with Anthropic derisks Layer 3

    • Amazing to see Elon and Anthropic working together

    • This might be an acknowledgement that Anthropic has won AI (at least at this stage)

    • Their acceleration is going crazy - they might be the most valuable tech company in history - they might be as much as the rest of the Mag 7 put together

    • Unless something about their trajectory changes, they might be the biggest monopoly in human history

    • Clearly the TAM is big enough to support that

      • Coding itself could be $1T/year

    • OpenAI will compete well

    • Hopefully Gemini/Google and xAI/Cursor will also compete

    • Elon is well placed to profit from this with his infrastructure plays

    • Others are also thinking along these lines - place mini data centers in suburban backyards

    • SpaceX will trade at really high revenue multiple

    • Anthropic could be a monopoly? Their safety rhetoric could be entrenching their monopoly

    • Standard Oil could have used this playbook when John D Rockefeller

  • AIS 2026
  • White House is considering an FDA for AI

    • This originated in NY Times story apparently or at least some commentary by Andrew Ross Sorkin

    • At least need to have cyber/AI defense ready before cyber/AI offense comes

    • Might make sense to have some KYC for AI models’ usage

      • At least during the preview period?

    • There is a lot of noise being created by AI doomers

    • AI is not top of mind for voters

    • AI only helps with reducing cost of living and growing the economy - the top 2 issues people care about

  • AI/tech economy

    • Companies doing very well

    • Not clear this is a bubble - the numbers are sustainable

    • AI is helping startups

    • SP500 margin expansion by 2% recently - is this AI?

    • College graduates are actually getting hired more again according to latest WSJ story

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