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Brad Gerstner (@altcap) fills in for Friedberg on The All‑In Podcast episode…
Brief
The All‑In Podcast episode (posted May 8, 2026) features Brad Gerstner filling in for Friedberg and probes Elon’s Anthropic deal and its effect on a potential SpaceX IPO, Anthropic’s steep growth, whether ‘Dario’ could create a monopoly surpassing the 'Mag 7', the ‘FDA for AI’ panic and White House AI‑safety thinking, plus market and societal angles.
Why it matters
Brad Gerstner (@altcap) fills in for Friedberg on The All‑In Podcast episode posted 2026-05-08 and leads segments on Elon’s Anthropic deal, its implications for a potential SpaceX IPO, and Anthropic’s rapid growth trajectory.
Key details
- The hosts question whether ‘Dario’ and Anthropic could become a monopoly capable of overtaking the ‘Mag 7’ (segment begins 26:48).
- The episode addresses the 'FDA for AI' panic and how the White House thinks about AI safety (35:21), plus trading the AI market and the state of the economy (1:00:04); other segments: LA mayor election (0:00) and reframing AI via giving, healthcare, and education (52:01).