▶ 14:09 · $ANTHROPIC · Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

episode briefing

Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom

2026-05-08 · 10 company · 9 thematic

sentiment

10 bull0 bear0 neu

speakers

Founder and CEO of Altimeter Capital, a technology investment firm, and host of the BG2 podcast. Known for concentrated growth bets and widely-read public memos on big tech.

david sacks

Co-founder of Craft Ventures and a co-host of the All-In podcast. Part of the PayPal mafia and founder of Yammer; active on AI and tech policy.

chamath palihapitiya

Founder and CEO of Social Capital and a co-host of the All-In podcast. An early Facebook executive who became a prominent venture and SPAC investor.

quote

“Anthropic has been growing at a rate of 10x a year... they grew from roughly 10 billion of ARR to 30 billion... went from 30 to 44 billion of ARR... foregone conclusion that they will hit that forecast of 10x this year, exiting the year at…”

—david sacks

episode shorts · 2

David Sacks: Is Anthropic Just Standard Oil With Better PR?

Elon was quietly building THIS BUSINESS all along...

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$ANTHROPICbullish· highdavid sacks

David Sacks projects Anthropic hits $100B ARR this year, $1T by 2027

Anthropic's 10x year-over-year ARR growth (from $10B to $44B in 4 months) is compute-constrained only; the new XAI deal removes that bottleneck, making a $1T run-rate inevitable.

$SPCX···bullish· high· posbrad gerstner

Brad Gerstner predicts SpaceX IPO at 40-50x revenue targeting $2T valuation

SpaceX's unique multi-layer business (launch, Starlink, compute, orbital data centers) and Elon Musk's innovation pipeline justify a massive revenue multiple far above Mag 7 peers.

$TSLA···bullish· mediumchamath palihapitiya

Tesla carries Elon innovation premium like SpaceX

Tesla benefits from the same 'Elon premium' as SpaceX — investors assign 2-4x market multiples due to future pipeline (FSD, Optimus, energy, distributed compute).

$CRWD···bullish· mediumdavid sacks

CrowdStrike and Palo Alto Networks positioned for AI-powered cyber defense

Frontier AI models (Mythos, OpenAI) bring offensive cyber capabilities; best-in-class defense platforms like CrowdStrike and Palo Alto Networks become force multipliers for enterp…

$AMZN···bullish· mediumbrad gerstner

AWS hits $150B run rate at 28% growth, pure-play cloud leader

AWS's 28% growth on a $150B run rate demonstrates sustained enterprise cloud demand; Amazon's retail and advertising segments provide additional optionality.

$MSFT···bullish· mediumbrad gerstner

Azure sustains 39% growth, Microsoft at 20x earnings

Azure's consistent 39% growth on a massive base proves hyperscaler AI demand is durable; 20x multiple is attractive for an AI infrastructure leader.

$META···bullish· mediumbrad gerstner

Meta trades at 17x GAAP earnings despite AI-driven ad gains

Meta's core ad business is being supercharged by AI targeting and creative tools, yet valuation at 17x fully taxed earnings ignores this upside.

$NVDA···bullish· mediumbrad gerstner

Nvidia trading at 19x earnings amid insatiable GPU demand

Nvidia remains the primary compute enabler; Anthropic alone added 220k GPUs, and valuation at 19x GAAP earnings is reasonable given structural demand.

$GOOGL···bullish· mediumbrad gerstner

Google Cloud surprises with 63% growth, trading at 24x earnings

GCP's 63% year-over-year growth signals strong enterprise AI adoption; 24x multiple leaves room for rerating as AI revenue scales.

$SKHY···bullish· high· posbrad gerstner

Brad Gerstner holds 25% portfolio in memory stocks at 5-7x earnings

Memory makers (SK Hynix, Samsung, Micron) are the cheapest AI leverage at 5-7x fully taxed GAAP earnings while supplying critical HBM for every GPU cluster.

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