SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

<p>(0:00) Gavin Baker joins the show!</p> <p>(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability</p> <p>(12:42) Why Americans have turned on AI, anti-human perception</p> <p>(27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs</p> <p>(45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation</p> <p>(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips</p> <p>(1:22:25) Market update: Flashing red signals, oil, inflation, yields up</p> <p>(1:32:45) China trip flops, or was progress made behind the scenes?</p> <p>Follow Gavin Baker:</p> <p><a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a></p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html"> https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html</a></p> <p><a href= "https://github.com/karpathy/autoresearch">https://github.com/karpathy/autoresearch</a></p> <p><a href= "https://github.com/multica-ai/andrej-karpathy-skills/stargazers">https://github.com/multica-ai/andrej-karpathy-skills/stargazers</a></p> <p><a href= "https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team"> https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team</a></p> <p><a href= "https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4"> https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4</a></p> <p><a href= "https://x.com/i/broadcasts/1dxYljYVREYJX">https://x.com/i/broadcasts/1dxYljYVREYJX</a></p> <p><a href= "https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459"> https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459</a></p> <p><a href= "https://x.com/wallstengine/status/2057378437485216031">https://x.com/wallstengine/status/2057378437485216031</a></p> <p><a href= "https://x.com/MorePerfectUS/status/2056842597117636890">https://x.com/MorePerfectUS/status/2056842597117636890</a></p> <p><a href= "https://x.com/lulumeservey/status/2057239284487201043">https://x.com/lulumeservey/status/2057239284487201043</a></p> <p><a href= "https://polymarket.com/event/spacex-ipo-closing-market-cap-above">https://polymarket.com/event/spacex-ipo-closing-market-cap-above</a></p> <p><a href= "https://x.com/elonmusk/status/2057228707606196434">https://x.com/elonmusk/status/2057228707606196434</a></p> <p><a href= "https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm"> https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm</a></p> <p><a href= "https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf"> https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf</a></p> <p><a href= "https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606"> https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606</a></p> <p><a href= "https://polymarket.com/event/may-inflation-us-annual">https://polymarket.com/event/may-inflation-us-annual</a></p> <p><a href= "https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html"> https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html</a></p> <p><a href= "https://polymarket.com/event/fed-rate-hike-in-2026">https://polymarket.com/event/fed-rate-hike-in-2026</a></p> <p><a href= "https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html"> https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html</a></p> <p><a href= "https://www.cnbc.com/quotes/US10Y">https://www.cnbc.com/quotes/US10Y</a></p>