Elon Musk's XAI: The $5B Compute Bet Reshaping AI
Elon's XAI deal with Anthropic shows AI revenue is compute-constrained. Learn why 'Elon Web Services' could generate billions, subsidizing Grok.
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.
Forget 'FDA for AI': Sacks Says KYC is the Play
The All-In crew debates the White House's 'FDA for AI' idea. Learn why top VCs dismiss it as 'fake news' and propose KYC for powerful AI APIs instead of innovation-killing regulation.