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

Watch on YouTube ↗  |  May 08, 2026 at 22:46  |  1:22:02  |  All-In Podcast
Speakers
Brad Gerstner — CEO, Altimeter Capital
David Sacks — General Partner, Craft Ventures — White House AI/crypto czar

Summary

The All-In podcast discusses Elon's SpaceX-Anthropic compute deal, the potential for Anthropic to become a monopoly, the White House considering FDA-like AI oversight, and the state of the AI market and economy. Brad Gerstner provides specific stock picks in AI compute and memory, arguing they are undervalued. The hosts debate AI regulation, wealth inequality, and the broader economic impact of AI.

  • Elon's SpaceX leased compute to Anthropic, boosting SpaceX's hyperscaler business.
  • David Sacks warns Anthropic could become the most powerful monopoly ever.
  • The White House reportedly considers an 'FDA for AI' model review process.
  • Brad Gerstner is heavily long Nvidia, Microsoft, Google, SK Hynix, Samsung, and Micron.
  • The panel debates whether AI revenue growth justifies massive infrastructure spending.
  • Chamath predicts a market reckoning in ~500 days if AI ROI doesn't materialize.
  • Jason Calacanis calls for more wealth sharing and minimum wage increases.
  • The group agrees the US is winning the AI race with strong economic growth.
Trade Ideas
Brad Gerstner CEO, Altimeter Capital 61:14
AI compute and memory stocks undervalued
Brad Gerstner argues that AI compute and memory stocks are undervalued relative to the massive AI infrastructure buildout and accelerating revenue growth. He highlights that Nvidia, Microsoft, and Google trade at low multiples (19x, 20x, 24x) and memory makers SK Hynix, Samsung, and Micron trade at 5-7x fully taxed GAAP earnings, which is not bubble territory. He has 80% of his portfolio in these names and is heavily long.
GOOGL 000660.KS NVDA MSFT 005930.KS MU HIGH
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This All-In Podcast video, published May 08, 2026, features Brad Gerstner discussing GOOGL, 000660.KS, NVDA, MSFT, 005930.KS, MU. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: Brad Gerstner  · Tickers: GOOGL, 000660.KS, NVDA, MSFT, 005930.KS, MU