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Thoughts on the LA mayor election\n(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory\n(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?\n(35:21) \"FDA for AI\" freakout, how the White House thinks about AI safety\n(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation\n(1:00:04) Trading the AI market, state of the economy\n\nApply for Summit 2026:\nhttps:\/\/allin.com\/events\n\nFollow the besties: \nhttps:\/\/x.com\/chamath\nhttps:\/\/x.com\/Jason\nhttps:\/\/x.com\/DavidSacks\nhttps:\/\/x.com\/friedberg\nhttps:\/\/x.com\/altcap\n\nFollow on X:\nhttps:\/\/x.com\/theallinpod\n\nFollow on Instagram:\nhttps:\/\/www.instagram.com\/theallinpod\n\nFollow on TikTok:\nhttps:\/\/www.tiktok.com\/@theallinpod\n\nFollow on LinkedIn: \nhttps:\/\/www.linkedin.com\/company\/allinpod\n\nIntro Music Credit:\nhttps:\/\/rb.gy\/tppkzl\nhttps:\/\/x.com\/yung_spielburg\n\nIntro Video Credit:\nhttps:\/\/x.com\/TheZachEffect\n\nReferenced in the show:\nhttps:\/\/x.com\/WallStreetApes\/status\/2052413443739951366\nhttps:\/\/www.anthropic.com\/news\/higher-limits-spacex\nhttps:\/\/x.com\/elonmusk\/status\/2052073463029055926\nhttps:\/\/x.com\/shaunmmaguire\/status\/2052075296002625942\nhttps:\/\/x.ai\/news\/anthropic-compute-partnership\nhttps:\/\/www.realtor.com\/news\/trends\/nvidia-pultegroup-span-date-center-backyard\nhttps:\/\/www.gradesaver.com\/there-will-be-blood\/study-guide\/a-brief-history-of-standard-oil\nhttps:\/\/www.nytimes.com\/2026\/05\/04\/technology\/trump-ai-models.html\nhttps:\/\/x.com\/SusieWiles47\/status\/2052192419718783246\nhttps:\/\/www.nytimes.com\/2026\/05\/05\/business\/dealbook\/trump-ai-regulation.html\nhttps:\/\/www.whitehouse.gov\/wp-content\/uploads\/2026\/03\/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf\nhttps:\/\/x.com\/ahall_research\/status\/2052042535661691282\nhttps:\/\/x.com\/SenSanders\/status\/2052116733683470556\n\n#allin #tech #news","thumbnailUrl":["https:\/\/i.ytimg.com\/vi\/10MdOvK-aG4\/default.jpg","https:\/\/i.ytimg.com\/vi\/10MdOvK-aG4\/mqdefault.jpg","https:\/\/i.ytimg.com\/vi\/10MdOvK-aG4\/hqdefault.jpg","https:\/\/i.ytimg.com\/vi\/10MdOvK-aG4\/sddefault.jpg","https:\/\/i.ytimg.com\/vi\/10MdOvK-aG4\/maxresdefault.jpg"],"uploadDate":"2026-05-08T22:46:01+00:00","duration":"PT1H22M2S","embedUrl":"https:\/\/www.youtube.com\/embed\/10MdOvK-aG4","publisher":{"@type":"Organization","@id":"https:\/\/www.youtube.com\/channel\/UCESLZhusAkFfsNsApnjF_Cg#Organization","url":"https:\/\/www.youtube.com\/channel\/UCESLZhusAkFfsNsApnjF_Cg","name":"All-In Podcast","description":"Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.\n\nFollow the besties: \nhttps:\/\/x.com\/chamath\nhttps:\/\/x.com\/Jason\nhttps:\/\/x.com\/DavidSacks\nhttps:\/\/x.com\/friedberg\n\nFollow the pod: \nhttps:\/\/x.com\/theallinpod\nhttps:\/\/www.instagram.com\/theallinpod\nhttps:\/\/www.tiktok.com\/@theallinpod\nhttps:\/\/www.linkedin.com\/company\/allinpod\n","logo":{"url":"https:\/\/yt3.ggpht.com\/ytc\/AIdro_muNFL-sKuOPm72UvG-ofixqx70KVyRS4365-fTtxH_cg=s800-c-k-c0x00ffffff-no-rj","width":800,"height":800,"@type":"ImageObject","@id":"https:\/\/www.youtube.com\/watch?v=10MdOvK-aG4#VideoObject_publisher_logo_ImageObject"}},"potentialAction":{"@type":"SeekToAction","@id":"https:\/\/www.youtube.com\/watch?v=10MdOvK-aG4#VideoObject_potentialAction","target":"https:\/\/www.youtube.com\/watch?v=10MdOvK-aG4&t={seek_to_second_number}","startOffset-input":"required name=seek_to_second_number"},"interactionStatistic":[[{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=10MdOvK-aG4#VideoObject_interactionStatistic_WatchAction","interactionType":{"@type":"WatchAction"},"userInteractionCount":573491}],{"@type":"InteractionCounter","@id":"https:\/\/www.youtube.com\/watch?v=10MdOvK-aG4#VideoObject_interactionStatistic_LikeAction","interactionType":{"@type":"LikeAction"},"userInteractionCount":10061}]},"about":["Insights","\u300eEnglish\u300f"],"wordCount":1785,"keywords":["permanent"]},{"@context":"https:\/\/schema.org\/","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Insights","item":"https:\/\/blog.terabox.com\/insights\/#breadcrumbitem"},{"@type":"ListItem","position":2,"name":"Elon Musk\u2019s EWS: Colossus and the AI Compute Revolution","item":"https:\/\/blog.terabox.com\/insights\/elon-musk-ews-colossus-anthropic-ai-compute#breadcrumbitem"}]}]