Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

With Chamath Palihapitiya, Jason Calacanis, David Sacks, Brad Gersonner · Sunday, May 10, 2026

This episode discusses Elon Musk's strategic compute deal with Anthropic, exploring its implications for XAI's revenue and the broader AI hyperscaler market. The hosts then debate Anthropic's explosive growth and David Sacks's controversial claim of it becoming a historical monopoly, using a John D. Rockefeller analogy. Finally, they delve into the White House's consideration of an 'FDA for AI,' debating the necessity and potential dangers of government regulation versus the real-world economic impacts and societal benefits of AI.

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Key takeaways

Elon Musk's XAI recently secured a massive compute lease deal with Anthropic, turning its substantial data center investments into a new revenue stream. Read more →
The White House is reportedly exploring an "FDA for AI" concept to vet new models for safety, potentially through an executive order, aiming for pre-release proof of safety similar to drug approvals. Read more →

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