Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

(0:00) Bestie intros! Thoughts on the LA mayor election
(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory
(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?
(35:21) "FDA for AI" freakout, how the White House thinks about AI safety
(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation
(1:00:04) Trading the AI market, state of the economy
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Referenced in the show:
x.com/WallStreetApes/status/2052413443739951366
anthropic.com/news/higher-limits-spacex
x.com/elonmusk/status/2052073463029055926
x.com/shaunmmaguire/status/2052075296002625942
x.ai/news/anthropic-compute-partnership
realtor.com/news/trends/nvidia-pultegroup-span…
gradesaver.com/there-will-be-blood/study-guide…
nytimes.com/2026/05/04/technology/trump-ai-mod…
x.com/SusieWiles47/status/2052192419718783246
nytimes.com/2026/05/05/business/dealbook/trump…
whitehouse.gov/wp-content/uploads/2026/03/03.2…
x.com/ahall_research/status/2052042535661691282
x.com/SenSanders/status/2052116733683470556