All-In with Chamath, Jason, Sacks & Friedberg

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

May 8, 2026

AI Summary

5 min read

Elon Musk's xAI has leased capacity at its Colossus data center in Memphis to Anthropic, providing the startup with over 220,000 Nvidia H100 GPUs and more than 300 megawatts of power. This deal addresses Anthropic's acute compute shortages, which have caused rate limits for Claude users, while allowing xAI to monetize its infrastructure ahead of its own models' revenue ramp-up. Hosts praised it as the launch of "Elon Web Services," positioning Musk to compete with AWS, Azure, and Google Cloud. xAI's rapid buildout—Colossus, plus upcoming 1.2-gigawatt sites with Blackwell GPUs—subsidizes Grok training and bolsters SpaceX's valuation amid its roadshow, countering bear cases reliant on future orbital data centers. The arrangement also signals detente between Musk and Anthropic CEO Dario Amodei, prioritizing U.S. frontier models over rivalry.

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What you'll learn

1 (00:40) **Intro Banter and LA Politics** - Hosts discuss Spencer Pratt's viral ads, debate performance, and potential mayoral win amid homelessness critique
2 (04:39) **Elon Leases Colossus to Anthropic** - xAI trades compute capacity to compute-constrained Anthropic, easing Claude rate limits
3 (06:00) **Chamath on Compute Constraints and xAI Opportunity** - Revenue growth at Anthropic/OpenAI limited by supply, not demand; protests delay 50% of new 9GW data centers
4 (08:52) **Brad on xAI Revenue Boost and EWS Potential** - Deal adds $4-5B incremental revenue, offsetting xAI capex; leverages Tesla factory/energy expertise
5 (12:30) **Sacks on Deal Synergies for xAI Balance Sheet** - Leases fix xAI's training costs without revenue; Anthropic gets needed compute
6 (13:39) **Sacks Projects Anthropic's Explosive Growth** - Tripled ARR Jan-Mar (10B to 30B), hit 44B in April; on track for 100B+ year-end, potentially 1T by 2027
7 (17:46) **Debate on Anthropic Exponential Trajectory** - Hosts agree TAM supports growth but flag compute/energy limits and competitive pivots to coding