Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
In a Nutshell
Elon leased xAI's Colossus data center to Anthropic, fueling its explosive growth from $10B to potentially $100B+ ARR by year-end and positioning it as a potential AI monopoly rivaling MAG7 giants, while enabling Elon's "EWS" to challenge hyperscalers with $4-5B incremental revenue. Hosts debate monopoly risks, rejecting "FDA for AI" regulation as preemptive overreach that favors incumbents like Anthropic/OpenAI, advocating private-sector KYC, coordination, and competition among US labs to sustain the AI boom driving GDP growth, margin expansion, and blue-collar jobs. Trump policies unleashed this surge by scrapping Biden-era restrictions, proving AI's ROI through efficiency gains amid low unemployment, with calls for innovators to counter doomer narratives via giving and pro-growth policies.
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Elon leased all of Colossus 1 data center to Anthropic. Chamath predicted Elon-Dario deal last week. Anthropic added 220,000+ Nvidia GPUs, 300+ megawatts. Claude doubled rate limits, removed peak caps for paid users, increased API volumes for Opus models. xAI trading models at Colossus 2. Emergence of Elon Web Services (EWS) competing with Google Cloud, AWS, Azure.
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