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

The All-In podcast episode explores the seismic implications of Elon Musk's recent deal with Anthropic, where he leased his Colossus 1 data center to the AI startup, solving its critical compute constraints and accelerating its growth trajectory. The hosts debate whether this move signals the emergence of Elon's 'Elon Web Services' (EWS) as a direct competitor to AWS, Azure, and GCP, with Brad Gerstner estimating $4–5 billion in incremental annual revenue. They express alarm over the potential for a new AI monopoly, with David Sachs warning that Anthropic could become 'the biggest monopoly in human history' if its 10x annual growth continues, potentially reaching $1 trillion in ARR by 2027. The discussion shifts to political and regulatory fears, including the rumored 'FDA for AI' and concerns about government overreach, which the hosts dismiss as exaggerated or politically motivated. They argue that self-regulation by Anthropic and OpenAI has been responsible, and that real threats like AI-powered cyberattacks require better coordination with cybersecurity firms, not pre-approval regimes. The episode concludes with a bullish outlook on the AI-driven economic boom, citing massive growth in cloud computing, rising productivity, and a strong labor market, despite skepticism about whether AI’s benefits have yet fully materialized in corporate margins and GDP. The hosts emphasize that America’s innovation leadership is intact and that the real danger lies not in AI itself, but in political paralysis and poor communication of its benefits.