埃隆的Anthropic交易、下一个AI垄断？、“AI的FDA”恐慌、交易AI热潮｜All-In with Chamath, Jason, Sacks & Friedberg

（0:00）好友介绍！对洛杉矶市长选举的看法（4:38）SpaceX与Anthropic的交易、埃隆网络服务、SpaceX IPO估值、Anthropic的疯狂增长轨迹（26:48）Anthropic会成为下一个伟大的垄断吗？早期信号还是过度反应？（35:21）“AI的FDA”恐慌，白宫如何看待AI安全（52:01）扭转AI的负面看法：捐赠、医疗与教育创新（1:00:04）交易AI市场，经济状况。申请2026年峰会：https://allin.com/events 关注好友：https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg https://x.com/altcap 在X上关注：https://x.com/theallinpod 在Instagram上关注：https://www.instagram.com/theallinpod 在TikTok上关注：https://www.tiktok.com/@theallinpod 在LinkedIn上关注：https://www.linkedin.com/company/allinpod 片头音乐来源：https://rb.gy/tppkzl https://x.com/yung_spielburg 片头视频来源：https://x.com/TheZachEffect 节目中提及：https://x.com/WallStreetApes/status/2052413443739951366 https://www.anthropic.com/news/higher-limits-spacex https://x.com/elonmusk/status/2052073463029055926 https://x.com/shaunmmaguire/status/2052075296002625942 https://x.ai/news/anthropic-compute-partnership https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html https://x.com/SusieWiles47/status/2052192419718783246 https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf https://x.com/ahall_research/status/2052042535661691282 https://x.com/SenSanders/status/2052116733683470556