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Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
All-In Podcast· 2026-05-08 22:46
(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy Apply for Summit 2026: https://allin.com/events Fo ...
The Smart Money Thinks This Could Become A HISTORIC BULL RUN
Ladies and gentlemen, the stock market keeps hitting new all-time highs, and it's awesome, baby. Now, the stock market is hitting all-time highs because AI has become a no-brainer trade. There are millions of investors around the world pouring their capital into this trade.But the recent rebound in public equities is being driven by only five companies according to a recent Financial Times article. Now, these five stocks, Alphabet, Nvidia, Amazon, Broadcom, and Apple, they've accounted for half of the S&P 5 ...
X @Bloomberg
Bloomberg· 2026-05-08 20:08
Applied Aerospace & Defense filed for a US initial public offering, joining a recent rush of space and defense firms to public markets ahead of the potential listing of SpaceX later this year https://t.co/VU5hH3lSrx ...
X @Tesla Owners Silicon Valley
🚨 BREAKING: Elon Musk Tours Intel’s D1X/D1D Fab in Hillsboro, Oregon TodayElon Musk was spotted at Intel’s primary global semiconductor research facility — the heart of their next-gen 18A and 14A process development — alongside teams and family.This visit signals major momentum for Terafab — the ambitious joint project between Tesla, SpaceX, xAI, and Intel to build one of the world’s largest AI chip manufacturing complexes in Texas. Terafab aims for massive-scale production using Intel’s advanced 14A tech t ...
X @Bloomberg
Bloomberg· 2026-05-08 13:48AI Processing
An obscure SpaceX rival has rallied 6,000%, powered by a group of zealots called SpaceMobbers and a stock guru known only as the Kook. https://t.co/IDsIxgvUIv ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-05-08 13:44AI Processing
SpaceX Starship Flight 12 is currently targeting a launch in mid-May 2026.This will be the first flight of Version 3 hardware 🚀Markets show over 90% launch by end of June. https://t.co/PpxZqJsUGp ...
X @BSCN
BSCN· 2026-05-08 13:34
RIPPLE IS IN THE ELITE LIST ALONGSIDE TOP TITANS LIKE SPACEX@Ripple officially ranks as the sixth-largest private company in the 2026 Prime Unicorn Index, placing the blockchain leader alongside titans like OpenAI, SpaceX, and Stripe.This valuation surge reflects massive institutional capital inflows into $XRP-backed cross-border payment infrastructure and enterprise settlement layers.The index positioning highlights Ripple as a dominant force in the global technology sector, as the firm cements its role in ...
Tesla別跟SpaceXAI合併?永久分錢 vs 帝國爆炸@Tesla @elonmusk#TeslaSpaceX #Robotaxi #Optimus
大鱼聊电动· 2026-05-08 11:19AI Processing
Tesla股東最近 在X上吵翻天 千萬別跟 SpaceX合併! Robotaxi和 Optimus 還沒起飛 5X、10X空間都在 為什麼要把 上漲空間分給 SpaceX的股東? 這聽起來有道理 但反過來想 不合併的話 Tesla之後 每公里Robotaxi 每次Optimus 呼叫Grok 每一次 Starlink連線 每一次軌道AI運算 都要給 SpaceXAI分錢! 避免一次性的稀釋 可能變成 永久性出血 這才最狠! 所以長期來看 合併才能讓 整個Musk宇宙 價值爆炸 你是支持合併 還是反對呢? 說說你的看法!. ...
X @Bloomberg
Bloomberg· 2026-05-08 10:00
. @NASAAdmin sits down with @timsteno to talk the US-China moon race, vying with SpaceX for top talent and navigating Capitol Hill https://t.co/b9hHfUuhMC https://t.co/oDgJAY7Zhp ...
X @Elon Musk
Elon Musk· 2026-05-08 07:14
RT David Senra (@davidsenra).@tobi says the photo of SpaceX’s Raptor evolution is the “most inspiring picture that exists.”“That's today’s Picasso.”“Very few teams can move forward by subtraction.”“The world belongs to the fast. The people who iterate. The people who adjust. The people who understand what’s costly, what’s unnecessary, and prune away the rest.” ...