Chamath: AGI Is Here, Anthropic’s $100B Giveaway, Elon’s SpaceX Shares for 72M Kids | EP #304

Chamath argues AGI already exists but is bottlenecked by a multi-year compute and power shortage, not technology.

• Anthropic's giveaway dissected: Anthropic pledged 5% (plus up to 2% more per 50% valuation step-up) to a Public Benefit Fund, worth $75-100B at a $1.5-2T IPO valuation; Chamath called it genuine, not a scam like the Giving Pledge.
• Elon counters with equity: Musk pledged one SpaceX share to each of 72M American kids under 18 (~$10.5B total, ~$146/kid, ~1.1% of his stake) via Trump accounts, framed by panelists as teaching equity ownership.

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